Head to Head

ADI vs SANM: which is the better buy in 2026?

On Alexandria's Compass, Analog Devices, Inc. has the edge with a 94/100 score versus 90/100 for SANM. Here is how they stack up, factor by factor.

Analog Devices, Inc.

NASDAQ:ADI

Edge
94/100 Compass
True NorthAccumulate$191.6B

The boring analog giant is having its AI moment, and the industrial cycle hasn't even properly turned yet.

Full ADI analysis

Sanmina Corporation

NASDAQ:SANM

90/100 Compass
True NorthHold$9.4B

Sanmina is finally getting the AI manufacturing premium it deserved, but the easy money has been made at 3x in twelve months.

Full SANM analysis

Factor by factor

FactorADISANM
Revenue Growth8398
Profitability7036
Valuation5869
Momentum7340
Theme Purity7480
Moat5650
Catalysts7987
Market Position5550

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Frequently asked questions

Is ADI or SANM the better buy in 2026?

By Compass Score, Analog Devices, Inc. (NASDAQ:ADI) edges it at 94/100 versus 90/100 for SANM. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare ADI and SANM?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.