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Started By
Message
Reasonably valued companies that are growing
Posted on 11/5/25 at 9:01 pm
Posted on 11/5/25 at 9:01 pm
I ran what I think is an interesting screener.
Current P/E is above 35 but forward P/E is below 35...
This demonstrates improving revenues and margins.
A business with a bit of a pulse...
Meaning, I'm not looking for the kind of value that say a Ford presents (sub 10 PE and always a sub 10 PE).
Most of the Price to Sales ratios are below 2! with one exception (RTX at 2.71).
This means that they are not high flyers like PLTR where the price of the stock exceeds revenue by 115 times!
No, we are talking 1-2x P/S. Deep value.
I avoided energy, consumer cyclical, and tried to stick to Industrial, Defense, and Electronics.
Small cap
WTTR - Select Energy Services
Mid cap
SARO - StandardAero, Inc.
SANM - Sanmino Corp.
Large cap
APG - APi Group Corp.
JBL - Jabil
J - Jacobs Solutions Inc.
Mega cap
RTX - RTX Corporation (formerly Raytheon)
I recommend using finviz to look up the companies. I like seeing a positive trend on the monthly chart, higer volume as of late is icing on the cake.
The point of this thread is to identify companies that may have staying power in this mature bull market. Aka, not OKLO or IONQ.
Current P/E is above 35 but forward P/E is below 35...
This demonstrates improving revenues and margins.
A business with a bit of a pulse...
Meaning, I'm not looking for the kind of value that say a Ford presents (sub 10 PE and always a sub 10 PE).
Most of the Price to Sales ratios are below 2! with one exception (RTX at 2.71).
This means that they are not high flyers like PLTR where the price of the stock exceeds revenue by 115 times!
No, we are talking 1-2x P/S. Deep value.
I avoided energy, consumer cyclical, and tried to stick to Industrial, Defense, and Electronics.
Small cap
WTTR - Select Energy Services
Mid cap
SARO - StandardAero, Inc.
SANM - Sanmino Corp.
Large cap
APG - APi Group Corp.
JBL - Jabil
J - Jacobs Solutions Inc.
Mega cap
RTX - RTX Corporation (formerly Raytheon)
I recommend using finviz to look up the companies. I like seeing a positive trend on the monthly chart, higer volume as of late is icing on the cake.
The point of this thread is to identify companies that may have staying power in this mature bull market. Aka, not OKLO or IONQ.
This post was edited on 11/5/25 at 9:39 pm
7
Posted on 11/5/25 at 9:11 pm to bayoubengals88
SANM is red hot, but it kind of looks like a less hot CLS. As in less discovered... It would probably be my top pick.
I'm looking for companies to diversify in after I get to a certain point with NBIS.
I think that comparing Stocktwits watchers is a great way to get a feel for how obscure or popular a company is.
For example:
CLS has ~5300 watchers
SANM has 762
AVGO has 56,519
AAPL has a million
I'm looking for companies to diversify in after I get to a certain point with NBIS.
I think that comparing Stocktwits watchers is a great way to get a feel for how obscure or popular a company is.
For example:
CLS has ~5300 watchers
SANM has 762
AVGO has 56,519
AAPL has a million
This post was edited on 11/6/25 at 5:27 am
Posted on 11/5/25 at 9:18 pm to bayoubengals88
I asked Grok if SANM was like a lesser known CLS, which may be the best company of the past two years…
Sanmina Corporation (SANM) and Celestica Inc. (CLS) are both major players in the Electronics Manufacturing Services (EMS) industry, providing integrated manufacturing solutions for OEMs in sectors like communications, cloud infrastructure, industrial, medical, and defense/aerospace. They’re frequently compared as peers, with similar business models involving end-to-end design, components, and logistics for complex electronics.
CLS has been a standout “AI winner” in recent years, surging over 300% in the past 12 months (and far more since late 2022) primarily due to its heavy exposure to hyperscaler demand for AI data center hardware, including high-bandwidth Ethernet switches, servers, and networking solutions. This positioned CLS as a key beneficiary of the explosive buildout of AI infrastructure by tech giants like Amazon, Microsoft, and Meta, driving its Connectivity & Cloud Solutions (CCS) segment to massive growth (e.g., 79% YoY in one recent quarter).
Many viewed CLS as “undiscovered” or undervalued earlier in the AI boom before the market fully priced in its role.
SANM shares similarities but has lagged in recognition and performance until recently:
• Historical undervaluation: SANM has often traded at a discount to peers like CLS, with lower multiples (e.g., forward P/E historically 8-15x vs. CLS’s premium during its run-up). Analysts and investors have called it an “undervalued gem” or “hidden momentum” play in EMS, with strong buybacks, resilient margins, and diversification into high-growth areas.
• AI/data center exposure: SANM is now aggressively catching up via its May 2025 agreement (closed October 2025) to acquire ZT Systems’ data center infrastructure manufacturing business from AMD for ~$2.05-3B. This adds $5-6B in potential annual revenue, high-power/liquid-cooled facilities, and direct ties to hyperscalers for AI rack/cluster-scale systems. It positions SANM as a preferred NPI (new product introduction) partner for AMD’s AI solutions and boosts Cloud/AI end-market scale significantly.
• Recent performance: SANM stock rose ~129% over the past year and ~85% YTD in 2025, with spikes like +22% in October tied to AI momentum and ZT progress. Q4 FY2025 (ended Sept 2025) showed revenue of $2.1B (+3.9% YoY), EPS beat, and full-year revenue up 7.4% to $8.13B. The ZT deal is expected to double revenue in 3 years and be accretive to EPS immediately.
Key comparisons (as of late 2025 data):
Metric
SANM
CLS
Market Cap
~$6-7.5B
~$43B+ (much larger post-run)
TTM Revenue
~$8.05-8.13B
~$9.65-10B+
Forward P/E
~17-25x
~24x+ (premium for AI growth)
EV/EBITDA
~11-12x
Higher (often 15-20x+ during boom)
YTD/1-Year Return
+85-129%
+67-385%
AI/Data Center Driver
ZT acquisition (new, transformative)
Established CCS segment leadership
Growth Outlook
30%+ EPS/revenue CAGR potential post-ZT
15-28% EPS, sustained AI tailwinds
SANM does feel like an “undiscovered CLS” in some ways—it was undervalued relative to EMS peers for years, with less hype despite solid fundamentals, and is now pivoting hard into the same AI data center boom that supercharged CLS.
The ZT deal mirrors how CLS capitalized on hyperscaler spending, potentially unlocking similar re-rating (e.g., higher multiples as AI revenue ramps).
However, SANM isn’t as undiscovered anymore: it’s up sharply in 2025, trades at a slight premium on some metrics (e.g., overvalued by 20% per some DCF models), and faces integration risks with ZT.
If AI infrastructure demand stays red-hot (projected trillions in data center capex), SANM could close the gap further—analysts see it as a contrarian buy with 20-100% upside in scenarios where ZT delivers. But CLS got there first and has more proven scale in the space. SANM is a strong “catch-up” play, not a pure hidden gem at this point. 32 52
Sanmina Corporation (SANM) and Celestica Inc. (CLS) are both major players in the Electronics Manufacturing Services (EMS) industry, providing integrated manufacturing solutions for OEMs in sectors like communications, cloud infrastructure, industrial, medical, and defense/aerospace. They’re frequently compared as peers, with similar business models involving end-to-end design, components, and logistics for complex electronics.
CLS has been a standout “AI winner” in recent years, surging over 300% in the past 12 months (and far more since late 2022) primarily due to its heavy exposure to hyperscaler demand for AI data center hardware, including high-bandwidth Ethernet switches, servers, and networking solutions. This positioned CLS as a key beneficiary of the explosive buildout of AI infrastructure by tech giants like Amazon, Microsoft, and Meta, driving its Connectivity & Cloud Solutions (CCS) segment to massive growth (e.g., 79% YoY in one recent quarter).
Many viewed CLS as “undiscovered” or undervalued earlier in the AI boom before the market fully priced in its role.
SANM shares similarities but has lagged in recognition and performance until recently:
• Historical undervaluation: SANM has often traded at a discount to peers like CLS, with lower multiples (e.g., forward P/E historically 8-15x vs. CLS’s premium during its run-up). Analysts and investors have called it an “undervalued gem” or “hidden momentum” play in EMS, with strong buybacks, resilient margins, and diversification into high-growth areas.
• AI/data center exposure: SANM is now aggressively catching up via its May 2025 agreement (closed October 2025) to acquire ZT Systems’ data center infrastructure manufacturing business from AMD for ~$2.05-3B. This adds $5-6B in potential annual revenue, high-power/liquid-cooled facilities, and direct ties to hyperscalers for AI rack/cluster-scale systems. It positions SANM as a preferred NPI (new product introduction) partner for AMD’s AI solutions and boosts Cloud/AI end-market scale significantly.
• Recent performance: SANM stock rose ~129% over the past year and ~85% YTD in 2025, with spikes like +22% in October tied to AI momentum and ZT progress. Q4 FY2025 (ended Sept 2025) showed revenue of $2.1B (+3.9% YoY), EPS beat, and full-year revenue up 7.4% to $8.13B. The ZT deal is expected to double revenue in 3 years and be accretive to EPS immediately.
Key comparisons (as of late 2025 data):
Metric
SANM
CLS
Market Cap
~$6-7.5B
~$43B+ (much larger post-run)
TTM Revenue
~$8.05-8.13B
~$9.65-10B+
Forward P/E
~17-25x
~24x+ (premium for AI growth)
EV/EBITDA
~11-12x
Higher (often 15-20x+ during boom)
YTD/1-Year Return
+85-129%
+67-385%
AI/Data Center Driver
ZT acquisition (new, transformative)
Established CCS segment leadership
Growth Outlook
30%+ EPS/revenue CAGR potential post-ZT
15-28% EPS, sustained AI tailwinds
SANM does feel like an “undiscovered CLS” in some ways—it was undervalued relative to EMS peers for years, with less hype despite solid fundamentals, and is now pivoting hard into the same AI data center boom that supercharged CLS.
The ZT deal mirrors how CLS capitalized on hyperscaler spending, potentially unlocking similar re-rating (e.g., higher multiples as AI revenue ramps).
However, SANM isn’t as undiscovered anymore: it’s up sharply in 2025, trades at a slight premium on some metrics (e.g., overvalued by 20% per some DCF models), and faces integration risks with ZT.
If AI infrastructure demand stays red-hot (projected trillions in data center capex), SANM could close the gap further—analysts see it as a contrarian buy with 20-100% upside in scenarios where ZT delivers. But CLS got there first and has more proven scale in the space. SANM is a strong “catch-up” play, not a pure hidden gem at this point. 32 52
This post was edited on 11/5/25 at 9:35 pm
Posted on 11/5/25 at 9:25 pm to bayoubengals88
Jabil vies for the top spot too.
Grok:
Jabil Inc. – Company Description (under 150 words)
Jabil Inc. (NYSE: JBL) stands as one of the world’s largest and most diversified electronics manufacturing services (EMS) providers. Headquartered in St. Petersburg, Florida, it employs roughly 140,000 people across more than 100 facilities in 30 countries. The company delivers true end-to-end solutions—from product design and engineering to global supply-chain management, high-volume PCB assembly, final system integration, and after-market services.
Its customers span virtually every major sector: cloud and data-center infrastructure, healthcare devices, automotive electronics, 5G networking, industrial IoT, and consumer products. In fiscal 2025 (ended Aug 31, 2025), Jabil posted $29.8 billion in revenue and generated over $1.5 billion in operating cash flow, underscoring its scale and operational resilience even in a choppy macro environment.
Thematic Relevance in Today’s Market (under 120 words)
Jabil has quietly transformed into a critical enabler of the AI infrastructure megatrend. Its Intelligent Infrastructure segment—covering AI servers, liquid-cooling solutions, silicon-photonics co-packaged optics (CPO), and high-density racks—exploded 51% year-over-year in Q3 FY2025 and now accounts for ~$7–8.5 billion of annual revenue.
• Direct exposure to hyperscaler capex (Google, Amazon, Microsoft, Meta)
• Leadership in 1-MW+ rack-scale platforms (J-422G family)
• Strategic Mikros acquisition for advanced liquid cooling
• Early-mover advantage in 800G/1.6T optical modules?
This positions Jabil alongside Celestica and the newly AI-charged Sanmina as a pure-play beneficiary of the multi-trillion-dollar data-center build-out that still has years of runway ahead.
Why Jabil Is (or Isn’t) an Attractive Buy Right Now (under 300 words)
At $200–210 per share (market cap ~$24 billion), Jabil offers one of the most compelling risk/reward profiles in the entire EMS/AI complex. Here’s the bull case in plain numbers and narrative:
Growth tailwinds remain powerful
• FY2026 guidance calls for $31.3 billion revenue (+5% YoY) and $11.00 core EPS (+13% YoY), implying 5.6% operating margins—expansion of ~50 bps.
• AI-related revenue is tracking toward $10 billion+ by FY2027, with operating margins in the high teens—far above the company average.
• $500 million U.S. reshoring program (funded by CHIPS Act incentives) locks in sticky hyperscaler volume for years.
Valuation is still reasonable versus peers
• Forward P/E ~20x and EV/EBITDA ~12x sit below Celestica (~24x P/E) and well below the broader AI hardware cohort.
• Analysts’ average price target sits at $238 (18% upside), with several Street-high calls above $260. Consensus rating: Strong Buy.
Capital return and balance-sheet discipline
• $1 billion share-repurchase authorization (4–5% of shares) plus a growing dividend (yield ~0.4%, but rising).
• Net debt/EBITDA <1.0x after paying down $600 million in bonds last quarter—plenty of dry powder for bolt-on M&A in cooling or optics.
Risks are real but manageable?Weakness in EV/renewables and consumer segments dragged core growth to low-single digits outside AI, but management has already right-sized those lines. Integration risk is minimal compared to Sanmina’s $3 billion ZT deal, and Jabil’s 40-year track record of execution far outshines smaller peers.
Bottom line: Jabil isn’t the “undiscovered” rocket ship CLS was in 2023, but it’s a scaled, cash-rich compounder trading at a discount to its AI-embedded growth rate. If you believe the data-center capex wave lasts another 3–5 years (and every indicator says it will), JBL deserves a spot in any AI-infrastructure portfolio. No bullshite—just math and momentum.
Grok:
Jabil Inc. – Company Description (under 150 words)
Jabil Inc. (NYSE: JBL) stands as one of the world’s largest and most diversified electronics manufacturing services (EMS) providers. Headquartered in St. Petersburg, Florida, it employs roughly 140,000 people across more than 100 facilities in 30 countries. The company delivers true end-to-end solutions—from product design and engineering to global supply-chain management, high-volume PCB assembly, final system integration, and after-market services.
Its customers span virtually every major sector: cloud and data-center infrastructure, healthcare devices, automotive electronics, 5G networking, industrial IoT, and consumer products. In fiscal 2025 (ended Aug 31, 2025), Jabil posted $29.8 billion in revenue and generated over $1.5 billion in operating cash flow, underscoring its scale and operational resilience even in a choppy macro environment.
Thematic Relevance in Today’s Market (under 120 words)
Jabil has quietly transformed into a critical enabler of the AI infrastructure megatrend. Its Intelligent Infrastructure segment—covering AI servers, liquid-cooling solutions, silicon-photonics co-packaged optics (CPO), and high-density racks—exploded 51% year-over-year in Q3 FY2025 and now accounts for ~$7–8.5 billion of annual revenue.
• Direct exposure to hyperscaler capex (Google, Amazon, Microsoft, Meta)
• Leadership in 1-MW+ rack-scale platforms (J-422G family)
• Strategic Mikros acquisition for advanced liquid cooling
• Early-mover advantage in 800G/1.6T optical modules?
This positions Jabil alongside Celestica and the newly AI-charged Sanmina as a pure-play beneficiary of the multi-trillion-dollar data-center build-out that still has years of runway ahead.
Why Jabil Is (or Isn’t) an Attractive Buy Right Now (under 300 words)
At $200–210 per share (market cap ~$24 billion), Jabil offers one of the most compelling risk/reward profiles in the entire EMS/AI complex. Here’s the bull case in plain numbers and narrative:
Growth tailwinds remain powerful
• FY2026 guidance calls for $31.3 billion revenue (+5% YoY) and $11.00 core EPS (+13% YoY), implying 5.6% operating margins—expansion of ~50 bps.
• AI-related revenue is tracking toward $10 billion+ by FY2027, with operating margins in the high teens—far above the company average.
• $500 million U.S. reshoring program (funded by CHIPS Act incentives) locks in sticky hyperscaler volume for years.
Valuation is still reasonable versus peers
• Forward P/E ~20x and EV/EBITDA ~12x sit below Celestica (~24x P/E) and well below the broader AI hardware cohort.
• Analysts’ average price target sits at $238 (18% upside), with several Street-high calls above $260. Consensus rating: Strong Buy.
Capital return and balance-sheet discipline
• $1 billion share-repurchase authorization (4–5% of shares) plus a growing dividend (yield ~0.4%, but rising).
• Net debt/EBITDA <1.0x after paying down $600 million in bonds last quarter—plenty of dry powder for bolt-on M&A in cooling or optics.
Risks are real but manageable?Weakness in EV/renewables and consumer segments dragged core growth to low-single digits outside AI, but management has already right-sized those lines. Integration risk is minimal compared to Sanmina’s $3 billion ZT deal, and Jabil’s 40-year track record of execution far outshines smaller peers.
Bottom line: Jabil isn’t the “undiscovered” rocket ship CLS was in 2023, but it’s a scaled, cash-rich compounder trading at a discount to its AI-embedded growth rate. If you believe the data-center capex wave lasts another 3–5 years (and every indicator says it will), JBL deserves a spot in any AI-infrastructure portfolio. No bullshite—just math and momentum.
This post was edited on 11/5/25 at 9:35 pm
Posted on 11/5/25 at 9:26 pm to bayoubengals88
DOCN
Posted on 11/5/25 at 9:26 pm to bayoubengals88
FTK
Posted on 11/5/25 at 9:28 pm to cgrand
quote:Another of Stock Talk’s picks. Wish I could have got it at $35!
DOCN
P/S of 5, which is quite reasonable for the sector. Check!
This post was edited on 11/5/25 at 9:30 pm
Posted on 11/5/25 at 9:32 pm to bayoubengals88
I have shares at 25, 32 and 54 LOL
trimmed about half when it hit 40 last week, it is the stock I’ve owned the longest by far. At one time it was also my largest position
I’m a believer but it has been a hard one to hold; hopefully now it will finally get going
trimmed about half when it hit 40 last week, it is the stock I’ve owned the longest by far. At one time it was also my largest position
I’m a believer but it has been a hard one to hold; hopefully now it will finally get going
Posted on 11/5/25 at 9:33 pm to go ta hell ole miss
quote:P/S of 2.28
FTK
A small cap too.
Absolutely!
Only thing I’m wary of is the sector, but this stock has definitely gotten off its arse as of late. Still an easy buy on the monthly chart.
This post was edited on 11/5/25 at 9:40 pm
Posted on 11/5/25 at 10:00 pm to BillysIsland
quote:Believe it or not I discovered this one before Stock Talk himself.
PLAB
I’ve owned it, but it’s having trouble breaking out.
Posted on 11/6/25 at 2:54 am to bayoubengals88
Google
P/E 28.5
Forward P/E 23
P/S is higher than you’re looking for (9) but not crazy
But compare it to the other MAG7, you’re getting a great value. Growth is obviously massive. Filthy amounts of cash generated. Tons of unique businesses in addition to the main Search & Ads business
P/E 28.5
Forward P/E 23
P/S is higher than you’re looking for (9) but not crazy
But compare it to the other MAG7, you’re getting a great value. Growth is obviously massive. Filthy amounts of cash generated. Tons of unique businesses in addition to the main Search & Ads business
This post was edited on 11/6/25 at 3:00 am
Posted on 11/6/25 at 7:49 am to cgrand
quote:above IPO price now finally, analyst upgrades rolling in with PTs 55- 60. I am lighting fires and chanting spells here in the bunker
DOCN
Posted on 11/6/25 at 8:52 am to bayoubengals88
Old enough to remember when SANM was at 8 dollars. I watched it for like 5 years it was dead money for like 10 plus years. Look at it now. 
Hindsight is always 20/20.
Hindsight is always 20/20.Posted on 11/6/25 at 9:21 am to bayoubengals88
quote:
P/S of 2.28 A small cap too. Absolutely! Only thing I’m wary of is the sector, but this stock has definitely gotten off its arse as of late. Still an easy buy on the monthly chart.
Very easy buy. Their new CEO has crushed it since taking over (new is a relative term, but he has only been there since last year as CEO). I think this is a $40 stock in the next two-three years, maybe much higher. The sector is, as you note, the one major factor that will always be an unknown.
Posted on 11/6/25 at 9:59 am to go ta hell ole miss
FSLY. An old favorite from Covid times. Just crushed earnings
Posted on 11/6/25 at 10:04 am to NoEmpathy
quote:Net income is negative so it's kind of hard for me to place the value tag on them. Much cheaper than where it was though and trending in the right direction...
FSLY. An old favorite from Covid times. Just crushed earnings
I know nothing about the company.
Posted on 11/6/25 at 11:38 am to bayoubengals88
quote:
FSLY
That one either made you a lot of money from it getting posted on this board or lost you a lot of money. I was on the losing end of that one.
Posted on 11/7/25 at 1:30 pm to cgrand
quote:green on a broad market red day, establishing support above 45 (the IPO close). might be worth a look gents
DOCN
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