Head to Head

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

On Alexandria's Compass, Teradyne, Inc. has the edge with a 93/100 score versus 90/100 for SANM. Here is how they stack up, factor by factor.

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

Teradyne, Inc.

NASDAQ:TER

Edge
93/100 Compass
True NorthAccumulate$50.8B

The HBM test bottleneck has a name, and Teradyne owns the socket Nvidia's supply chain can't ship without.

Full TER analysis

Factor by factor

FactorSANMTER
Revenue Growth9898
Profitability3678
Valuation6939
Momentum4069
Theme Purity8068
Moat5056
Catalysts8773
Market Position5055

Get head-to-heads like this, free

Join the Alexandria e-letter for Compass verdicts, earnings intelligence, and the contrarian calls the crowd misses. Twice a week, no noise.

Free forever. Unsubscribe anytime. We never share your email.

Frequently asked questions

Is SANM or TER the better buy in 2026?

By Compass Score, Teradyne, Inc. (NASDAQ:TER) edges it at 93/100 versus 90/100 for SANM. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare SANM and TER?

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.