SANMSANMINA CORPORATION

CUSIP: 801056102

Guru Owners

$20.3M

Total Value Held

135,511

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	135511	$20.3M	0.07%	$150.07	Q4 2025

Ray Dalio

$20.3M

0.07%

📊 Fundamentals

Market Cap$9.5B

P/E Ratio41.6x

Above market avg

Forward P/E14.3x

EPS (TTM)$4.19

Revenue (TTM)$9.3B

Profit Margin2.47%

Beta1.05

52-Week Range

$73.56

$185.29

Current: $174.12

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 41.6x trailing earnings → 14.3x forward · 2.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $20.3M

REDUCEDRay Dalio$20.3M

Q3 '251 owners · $8.5M

REDUCEDRay Dalio$8.5M

Q2 '251 owners · $7.9M

INCREASEDRay Dalio$7.9M

Q1 '251 owners · $4.1M

REDUCEDRay Dalio$4.1M

Q4 '241 owners · $5.7M

INCREASEDRay Dalio$5.7M

Q3 '241 owners · $4.0M

REDUCEDRay Dalio$4.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

14%analyst est. 14.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -4.0%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data