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

PeerP/EP/BP/SEV/EBITDAROIC %Net margin %
JBL37.4524.150.9516.170.03
TTMI52.166.413.6626.220.07
SANM34.964.190.8416.860.02
PLXS35.954.351.4526.680.04
IPGP119.771.573.1424.210.03

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