BHE (BHE) Stock Analysis
Verdict: HOLD
Surging 2026 EPS estimates off AI exposure clash with low 1.9% net margins, a 50.8x P/E, and heavy insider selling.
Investment score: 46/100
The model score of 46/100 falls in the HOLD range. The central thesis and factor breakdown explain the assessment.
Peers
| Peer | P/E | P/B | P/S | EV/EBITDA | ROIC % | Net margin % |
|---|---|---|---|---|---|---|
| JBL | 37.45 | 24.15 | 0.95 | 16.17 | — | 0.03 |
| TTMI | 52.16 | 6.41 | 3.66 | 26.22 | — | 0.07 |
| SANM | 34.96 | 4.19 | 0.84 | 16.86 | — | 0.02 |
| PLXS | 35.95 | 4.35 | 1.45 | 26.68 | — | 0.04 |
| IPGP | 119.77 | 1.57 | 3.14 | 24.21 | — | 0.03 |