Does TTM Technologies Stock Lead the Pack?

TTMI: TTM Technologies logo
TTMI
TTM Technologies

TTM Technologies stock has dramatically outperformed peers over the past year, with a staggering 277% return. But how does this measure up against rivals like Sanmina and Flex, especially amidst the AI and EV-driven PCB boom? A closer look reveals robust 17.88% revenue growth and leading 8.37% operating margins. However, a significantly higher PE ratio of 73.02 and weaker 1.29% free cash flow generation suggest a steep valuation. This premium could limit upside, as the highly competitive PCB market demands continued innovation and efficiency.

  • TTMI’s 8.4% operating margin, highest among peers, reflects strong cost management or its high-value A&D/specialty PCB focus.
  • TTMI’s 17.9% revenue growth, outpacing peers, signals success in aerospace, defense, or advanced electronics markets.
  • TTMI’s 276.7% gain and 73.0 P/E, outpacing peers, indicates high investor confidence in future earnings growth.

Here’s how TTM Technologies stacks up across size, valuation, and profitability versus key peers.

  TTMI SANM FLEX JBL PLXS BHE
Market Cap ($ Bil) 9.6 9.0 24.0 25.5 4.6 1.7
Revenue ($ Bil) 2.8 8.1 26.3 31.1 4.0 2.6
PE Ratio 73.0 36.4 27.4 36.3 26.8 45.7
LTM Revenue Growth 17.9% 7.4% 3.5% 13.2% 1.8% -2.9%
LTM Operating Margin 8.4% 4.9% 4.9% 4.9% 5.1% 3.9%
LTM FCF Margin 1.3% 5.8% 4.5% 3.8% 3.8% 2.8%
12M Market Return 276.7% 109.5% 62.6% 55.5% 6.4% 6.2%

For more details on TTM Technologies, read Buy or Sell TTMI Stock. Below we compare TTMI’s growth, margin, and valuation with peers across years

Revenue Growth Comparison

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  LTM 2025 2024 2023 2022
TTMI 17.9% 9.4% -10.5% 11.0%
SANM 7.4% 7.4% -15.3% 12.8%  
FLEX 3.5% -2.3% -7.3% 15.7%  
JBL 13.2% 3.2% -16.8% 3.7%  
PLXS 1.8% 1.8% -5.9% 10.5%  
BHE -2.9% -6.4% -1.6% 28.0%

Operating Margin Comparison

  LTM 2025 2024 2023 2022
TTMI 8.4% 6.5% 5.0% 6.5%
SANM 4.9% 4.9% 4.6% 5.2%  
FLEX 4.9% 4.6% 3.3% 3.6%  
JBL 4.9% 4.8% 5.0% 4.6%  
PLXS 5.1% 5.1% 4.7% 5.2%  
BHE 3.9% 4.4% 4.2% 3.4%

PE Ratio Comparison

  LTM 2025 2024 2023 2022
TTMI 73.0 124.7 -135.9 17.1
SANM 36.4 32.9 18.9 9.6  
FLEX 27.4 28.2 16.6 12.8  
JBL 36.3 38.0 12.7 20.7  
PLXS 26.8 23.0 38.3 21.4  
BHE 45.7 24.3 25.1 14.3

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