COMP <GO>
SANM vs HUBB // OPERATING MARGIN
Sanmina Corporation (NASDAQ) VS. Hubbell Inc (NYSE) • 15-METRIC TALLY: SANM 4
— HUBB 8
▲ OPERATING MARGIN LEADER: HUBB
LAST: $159.18 (-3.86%) • MKT CAP: $8.87B
operating-margins
4.40%
LAST: $433.74 (+2.68%) • MKT CAP: $22.32B
operating-margins
20.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SANM VS. HUBB)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SANM | HUBB | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 8.80% | 35.30% | -26.50 | HUBB | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.90% | 17.70% | -12.80 | HUBB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.5x | 17.2x | +3.30 | HUBB | /valuation <GO> |
| Free Cash Flow Yield | 5.10% | 3.31% | +1.79 | SANM | /fcf-yield <GO> |
| Operating Margin ACTIVE | 4.40% | 20.70% | -16.30 | HUBB | /operating-margins <GO> |
| Net Profit Margin | 3.00% | 15.20% | -12.20 | HUBB | /net-margins <GO> |
| Revenue Growth (YoY) | 7.40% | 3.80% | +3.60 | SANM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.82 | 5.24 | -2.42 | HUBB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.7 | 35.8 | +2.90 | SANM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.39 | 1.31 | +0.08 | SANM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.1x | 24.3x | +10.80 | HUBB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.87B | $22.32B | -$13.45B | HUBB | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SANM REV | HUBB REV | SANM GROSS % | HUBB GROSS % | SANM FCF | HUBB FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.13B | $5.84B | 8.8% | 35.3% | $473.3M | $766.8M |
| FY 2024 | $7.57B | $5.63B | 8.5% | 33.9% | $229.0M | $737.9M |
| FY 2023 | $8.94B | $5.37B | — | — | -$166.9M | $639.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SANM // BETA 1.39
HUBB // BETA 1.31