Based on the aggregated intelligence of 170,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, flash memory specialist SanDisk
With that in mind, let's take a closer look at SanDisk's business and see what CAPS investors are saying about the stock right now.
|Headquarters (founded)||Milpitas, Calif. (1988)|
|Market Cap||$10.07 billion|
|Industry||Computer storage and peripherals|
|Trailing-12-Month Revenue||$4.74 billion|
Co-founder/CEO Eli Harari
Co-founder/COO Sanjay Mehrotra
|Return on Equity (average, past 3 years)||(5.4%)|
|Cash/Debt||$2.9 billion / $1.7 billion|
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 92% of the 1,968 members who have rated SanDisk believe the stock will outperform the S&P 500 going forward. These bulls include All-Star nonzerosum, who is ranked in the top 5% of our community, and sellthosecalls.
Late last month, nonzerosum tapped the stock as a particularly smart selection: "Smartphones are finally taking off. Then there is the web caching application for web servers that store the most recent data in flash for fast access. And to top all this growth potential off, we have an incredibly good valuation."
As a leader in the flash storage space, SanDisk remains an attractive play on the rapid proliferation of smartphones and tablet computers. That mobile tailwind has even helped drive a trailing-12-month operating margin (31.2%) in line with chip giant Intel's (32.9%) and higher than that of rivals Micron (18.7%) and Sony (3.1%), as well as solid-state foes Western Digital
CAPS member sellthosecalls elaborates on the positive forces working in SanDisk's favor:
I like this cyclical company in the short to medium term, with no foreseeable excess of flash, the rising tide of Apple devices and emergence or talk of the wider spread use of solid state drives, a solid balance sheet, and the retiring of a CEO that has a notorious reputation about not caring about shareholders. The difference now from the 2005-2006 run is real earnings, nice drag-and-drop retail products that I prefer over the synced up download dependent protected [Apple] equivalents, and the coming of age of the SanDisk business model that has at times seemed like a losing battle.
What do you think about SanDisk, or any other stock for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional stocks is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started!
Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Intel is a Motley Fool Inside Value pick, and Motley Fool Options has recommended buying calls on it. The Fool owns shares of and has bought calls on Intel. Try any of our Foolish newsletter services free for 30 days.
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