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Sandisk Corp

SNDK.US · US · Technology · Computer Hardware · USA

$1566.70+81.72 (5.5%)Reports in multiple currencies

Last close 2026-08-31

$50.07$1566.70$2354.39
Market Cap
$217.4B
Enterprise Value
$215.0B
P/E Ratio
20.33
Forward P/E
23.31
EV/EBITDA
16.24
ROE
91.6%

Health

6 dimensions · 2 scored · 4 unavailable · inputs from 27 fiscal years to 2026.

Profitability
4
Strong (60% cov.)

Net margin 56.5%, gross margin 71.5%.

Returns
4
Strong (50% cov.)

ROE 91.6%, ROIC —.

Growth
—
Unavailable

Reporting currency varies across periods — see the currency note. A multiple or growth rate built on it cannot be compared across years.

Financial Health
—
Unavailable

Fewer than half of this dimension's inputs are stored for this company.

Cash Generation
—
Unavailable

Fewer than half of this dimension's inputs are stored for this company.

Valuation
—
Unavailable

Reporting currency varies across periods — see the currency note. A multiple or growth rate built on it cannot be compared across years.

Price Chart

Interactive candlestick chart with volume and technical indicators.

On price
Below price
Style
Draw
Trades

Ratios

Valuation, profitability, leverage and efficiency ratios by fiscal year — the trend matters more than any single period's value. Figures are in each period's own reporting currency, labelled in its column, except the Graham Number and Fair Value Graham rows, which the pipeline converts to USD to compare against the USD share price; those rows are labelled in USD. Nothing else on this page is converted at an FX rate.

Valuation

Valuation over time

How the market prices this company today, judged against its own trading history — not the sector.

P/E RatioInsufficient history1.23
Price/SalesInsufficient history0.89
Price/BookInsufficient history0.49
EV/RevenueInsufficient history0.94
Price/Cash FlowInsufficient history78.28
Earnings YieldInsufficient history81.3%
FCF YieldInsufficient history-1.8%
Trailing P/EInsufficient history20.33
Forward P/EInsufficient history23.31
Graham Number$239.17
Fair Value Upside-89.5%
Profitability

Profitability over time

Returns

Returns over time

Growth

Growth over time

Liquidity

Liquidity over time

Leverage & Solvency

Leverage & Solvency over time

Efficiency

Efficiency over time

Capital Allocation & Cost Structure

Capital Allocation & Cost Structure over time

Cash Flow Quality

Cash Flow Quality over time

Dividends & Shareholder Yield

Dividends & Shareholder Yield over time

Risk/Quality Scores

Risk/Quality Scores over time

Sector Ranks

Sector Ranks over time

Fair Value

Fair Value over time

Per-Share

Per-Share over time

Market Returns

Market Returns over time

Market Returns unavailable

Market Returns unavailable — trailing return windows are not computed by the pipeline yet.

Compare

Compare any two metrics

Financials

Annual reporting · 26 fiscal years on file · latest FY2025. Showing the most recent 10, newest first. Figures are in each period's own reporting currency, which changes within this history; nothing is converted at an FX rate.

Revenue
$7.4B
+10.4% YoY
Operating income
-$1.4B
—
Net income
-$1.6B
—
Free cash flow
-$120.00M
—
Net debt
$561.00M
-14.6% YoY
Operating margin
-18.7%
—
From revenue to net income
FY2025 · figures in USD
-$2.4B$248.16M$2.9B$5.5B$8.1B$7.4BTotal revenueCost of revenue$2.2BGross profitResearch & developmentSelling, general & admin.Other operating expenses-$1.4BOperating incomeOther income / (expense)-$1.5BPre-tax incomeIncome tax-$1.6BNet income
Adds to the total
Subtracts from the total
Stated subtotal / unexplained
Margin trend
Gross, operating and net margin — unitless, so a change of reporting currency does not affect them
-42%-22%-1%20%40%FY2011FY2012FY2013FY2014FY2015FY2016FY2022FY2023FY2024FY2025
Gross margin
Operating margin
Net margin
Revenue, operating income and net income
Annual · figures in USD
-$2.4B$259.28M$2.9B$5.6B$8.2BFY2023FY2024FY2025
Revenue
Operating income
Net income
FY2023–FY2025 (USD). FY2011–FY2022 are reported in an unrecorded currency and are not comparable; they are in the table below.
Cost structure as a share of revenue
Each bar is one period's revenue at 100%. A period whose costs exceed revenue breaches the line.
0%43%85%128%170%100% of revenueFY2011FY2012FY2013FY2014FY2015FY2016FY2022FY2023FY2024FY2025
Cost of revenue
Research & development
Selling, general & admin.
Other operating
Operating profit
Operating loss
Fiscal YearFY2025 (USD)FY2024 (USD)FY2023 (USD)FY2022 (UNKNOWN)FY2016 (UNKNOWN)FY2015 (UNKNOWN)FY2014 (UNKNOWN)FY2013 (UNKNOWN)FY2012 (UNKNOWN)FY2011 (UNKNOWN)
Revenue
Total Revenue$7.4B$6.7B$6.1B?? 9.8B——————
Cost of Revenue$5.1B$5.6B$5.7B?? 6.5B——————
Gross Profit$2.2B$1.1B$430.00M?? 3.2B——————
Gross Margin30.1%16.1%7.1%33.3%——————
Operating
Total Operating Expenses$3.6B$1.5B$2.5B?? 2.0B——————
Research & Development$1.1B$1.1B$1.2B?? 1.4B——————
Selling, General & Admin.$544.00M$424.00M$523.00M?? 619.00M——————
Selling & Marketing$29.00M$31.00M$35.00M?? 47.00M——————
Total Costs & Expenses$8.7B$7.1B$8.1B?? 8.6B——————
Operating Income-$1.4B-$468.00M-$2.0B?? 1.2B——————
Operating Margin-18.7%-7.0%-33.4%12.3%——————
SBC % of Revenue2.5%2.2%2.7%1.8%——————
EBIT-$1.4B-$463.00M-$2.0B?? 1.2B——————
EBITDA-$1.3B-$239.00M-$1.5B?? 1.7B——————
EBITDA Margin-17.0%-3.6%-25.0%17.8%——————
Depreciation & Amortisation$163.00M$224.00M$448.00M?? 525.00M——————
Non-operating
Other Income / (Expense), net-$102.00M-$35.00M$33.00M?? 34.00M——————
Interest Expense$63.00M$40.00M$31.00M?? 9.00M——————
Pre-tax Income-$1.5B-$503.00M-$2.0B?? 1.2B——————
Income Tax$162.00M$169.00M$141.00M?? 170.00M——————
Effective Tax Rate———13.8%——————
Bottom line
Net Income-$1.6B-$672.00M-$2.1B?? 1.1B——————
Net Margin-22.3%-10.1%-35.2%10.9%——————
Net income per share (period-end share count)-$11.32-$4.67-$14.88?? 7.39——————
Growth
Revenue growth YoY10.4%9.5%————————
Operating income growth YoY194.2%-77.0%————————
2 lines hidden — no data in this window

Filings Intelligence

Risk factors and audit history extracted from SEC filings, with a verbatim quote and a link to the source filing behind every disclosure.

Risk themes and audit opinions on this page are extracted from filings by a language model, not reported by the company in this form. Typically 6 of a filing’s 20–40 risk factors are captured, so a theme missing from a year may not have been dropped. The extractor produces no severity rating; nothing here ranks how serious a risk is. Every claim links to the passage it came from.

Filing Coverage

We have read 6 filings covering FY2024–FY2026. Filled dots link to the annual (10-K/20-F) filing for that year; the number below is how many 10-Qs are on file for it.

12024
22025
22026

Extraction Depth

Only one annual filing has been extracted (FY2025, 13 passages) — there is nothing to compare it to yet.

Risk Landscape

Distinct themes the extractor found per category per fiscal year, from annual filings (10-K/20-F) only. Categories follow the extractor’s own labels and can include disclosures adjacent to risk factors (e.g. cybersecurity governance, use of proceeds) — not everything counted here is a risk. Darker cells mean more distinct themes, not greater severity — this data has no severity rating. Counts are specific to this company’s own extraction and are not comparable across companies.

Category2025
Legal
Operational
Financial
Cyber
Supply Chain

Select a cell above to see the underlying disclosures.

Risk Themes Over Time

Not rated — the extractor produced no severity value.

No risk theme recurred across the fiscal years extracted. The passages disclosed in each year are listed below.

FY2025

Raised between annual filings (10-Q)

10-Q risk sections report material changes only; absence here does not mean a risk was withdrawn.

carries a passage with no match in the preceding annual filingall passages matched. The number under each tick is the passage count.

Quarterly filings
3
1
1
5

Audit & Assurance

Opinions are classified from the verbatim passage in the filing, not from the extractor’s label. An adverse opinion on internal control is a different opinion from one on the financial statements, and is labelled as such. Tenure is shown exactly as each filing states it and is never recomputed.

Fiscal yearAuditorOpinionTenure
FY2025Public Company Accounting Oversight BoardNot determined

Business Mix

What the company sells, to whom and where — as its own annual filings named it, year by year, with the sentence behind every cell one click away.

Information Technology › Technology Hardware & Equipment › Technology Hardware, Storage & Peripherals › Technology Hardware, Storage & Peripherals

Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally. The company offers solid state drives for desktop and notebook PCs, gaming consoles, and set top boxes; and flash-based embedded storage products for mobile phones, tablets, notebook PCs and other portable and wearable devices, automotive applications, Internet of Things, industrial, and connected home applications, as well as removable cards, universal serial bus drives, and wafers and components. It sells its products to computer manufacturers and original equipment manufacturers, datacenters, private cloud customers, cloud service providers, resellers, distributors, and retailers through its sales personnel, dealers, distributors, retailers, and subsidiaries. Sandisk Corporation was incorporated in 2024 and is based in Milpitas, California.

Full-time employees 11,000Mr. David V. Goeckeler — Chairman & CEOMr. Luis Felipe Visoso — Executive VP & CFOMr. Alper Ilkbahar — Executive VP & CTOMr. Bernard Shek — Senior VP, Chief Legal Officer & SecretaryMr. V. Don Angspatt — Executive VP & COO

Mix Ledger

1 annual filing is on file (FY2025); none produced a product, customer or geographic segment.

What moved

Change needs at least two annual filings. One is on file (FY2025).

1 annual filing used (FY2025)

5 quarterly filings carry 9 extracted rows. They are excluded: the segments prompt targets annual filings, and its 10-Q output is balance-sheet note headings rather than business segments.

Extraction samples each filing’s segment disclosure — about 2 segments per filing on average — rather than enumerating it. Absence from a year means the extracted passage did not name it.

Names are grouped only when they differ by letter case or spacing. Segments that were renamed appear as separate rows.

Valuation & Estimates

Analyst consensus, forward estimates, model fair values and shareholder returns.

Analyst Consensus

Consensus rating (1–5)
3.83
Target price ($)
$2,125.09
Wall St target ($)
$2,125.09
Strong buy (analysts)
5

EPS Estimates

The source does not record the currency of these estimates — for some companies they arrive in the trading currency and for others in the filing currency — so they are shown as stored, without a currency symbol.

EPS est. current year
66.10
EPS est. next year
212.95
EPS est. current quarter
34.52
EPS est. next quarter
44.21

Fair Value Models

Fair value, Graham ($)
$239.17
Upside to fair value
-89.5%

Dividends & Splits

Dividend yield
0.0%
Fwd annual dividend ($/share)
$0.00

Additional Metrics

Reported totals are in this company's filing currency (USD); nothing here is converted at an FX rate.

Revenue (TTM)
$20.2B
EBITDA
$12.6B
Gross profit (TTM)
$14.5B
Diluted EPS (TTM)
$73.06

Earnings Estimate Trend

Revenue estimates are in the filing currency (USD). The source does not record the currency of these estimates — for some companies they arrive in the trading currency and for others in the filing currency — so they are shown as stored, without a currency symbol.

PeriodEPS now7d ago30d ago90d agoRevenue est.EPS est.Analysts
Current Quarter14.6614.3813.934.13$4.7B14.6615
Current Year66.6866.3965.4544.60$19.8B66.6821
Next Quarter44.2143.8041.9427.84$10.6B44.2116
Next Year212.95212.60188.88114.38$49.9B212.9521

Reported EPS

The source records this series in more than one currency and does not label which; values are shown as stored.

Fiscal dateEPS actual
2026-06-3030.83
2025-06-303.02
2018-06-302.89
2015-06-303.35
2014-06-306.15

Peers & Sector

How this company sits against comparable names and its sector cohort.

Peer Comparison

#CompanySectorP/E (TTM)ROEMarket cap
1Seagate Technology PLCTechnology60.9937.1%$192.0B
2Western Digital CorporationTechnology17.17130.8%$166.6B
3Dell Technologies IncTechnology37.6044.3%$305.1B
4Hewlett Packard Enterprise CoTechnology51.336.3%$72.0B
5Everpure, Inc.Technology150.3616.9%$33.0B
6Super Micro Computer IncTechnology11.4821.5%$24.9B
7NetApp IncTechnology29.45106.7%$36.7B
8IONQ IncTechnology—-60.5%$17.2B
9HP IncTechnology11.310.0%$26.7B
10Logitech International SATechnology17.9935.3%$14.0B

Sector Ranks

Growth rank in sector
0.94

Ownership & Governance

Who holds the shares, how many exist, and how that has changed.

Share Statistics

Shares outstanding
146.4M
Free float
144.4M
Held by institutions
80.76%
Held by insiders
1.00%

Major Holders

Neither column is a position value. “% of shares out” is the stake this holder owns in SNDK.US; “% of holder’s portfolio” is how much of that holder’s own book this position represents.

institutions

HolderShares% of holder’s portfolio% of shares outReported
Vanguard Group Inc17.0M0.06%11.46%2025-12-31
FMR Inc13.4M0.45%9.04%2026-03-31
BlackRock Inc10.4M0.12%7.03%2026-03-31
Vanguard Capital Management, LLC9.5M0.15%6.43%2026-03-31
State Street Corp5.6M0.12%3.76%2026-03-31
Geode Capital Management, LLC4.2M0.17%2.84%2026-03-31
Vanguard Portfolio Management, LLC3.6M0.12%2.42%2026-03-31
Morgan Stanley - Brokerage Accounts2.8M0.11%1.92%2026-03-31
Arrowstreet Capital Limited Partnership2.8M0.97%1.91%2026-03-31
NORGES BANK2.2M0.06%1.48%2025-12-31
The Goldman Sachs Group Inc2.0M0.15%1.38%2026-03-31
Jane Street Group LLC1.8M0.15%1.21%2026-03-31

funds

HolderShares% of holder’s portfolio% of shares outReported
Vanguard Total Stock Mkt Idx Inv4.7M0.46%3.18%2026-06-30
Vanguard 500 Index Investor3.8M0.52%2.60%2026-06-30
Invesco QQQ Trust3.1M1.46%2.12%2026-06-30
Fidelity Growth Compy Commingled Pl S2.9M3.83%1.99%2026-05-31
Fidelity Growth Company Fund2.3M3.89%1.53%2026-05-31
iShares Core S&P 500 ETF2.0M0.52%1.38%2026-06-30
Fidelity 500 Index1.9M0.38%1.28%2026-05-31
State Street® SPDR® S&P 500® ETF1.8M0.52%1.21%2026-06-30

Shares Outstanding History

DateShares (M)
2025-12-31145
2024-12-31145
2023-12-31145

Monte-Carlo Simulation

Geometric Brownian Motion projection of the price distribution — a statistical range, not a forecast.

Estimated from the trailing ~504 daily price observations.

This is a statistical simulation based on historical volatility, NOT a price prediction or forecast. Past volatility does not guarantee future results.
Choose a horizon and path count, then run the simulation.

Company Details

Identifiers, classification and contact information on file.

ISIN
US80004C2008
IPO date
2025-02-24
Fiscal year end
June
Employees
11,000
50-day moving avg ($)
$1614.12
200-day moving avg ($)
$964.71
GICS group
Technology Hardware & Equipment
GICS sub-industry
Technology Hardware, Storage & Peripherals
Address
951 Sandisk Drive, Milpitas, CA, United States, 95035
Phone
408 801 1000
Website
https://www.sandisk.com

Data Notes

Why some fields above are missing for this company specifically.