Benchmark Electronics Inc (BHE) Stock Analysis
Verdict: WATCH (do not buy)
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
Analysis as of
7-factor investment score
- Valuation: 35/100 (weight 20%)
- Financial Health: 45/100 (weight 15%)
- Technical Momentum: 40/100 (weight 15%)
- Earnings Quality: 80/100 (weight 15%)
- Insider Sentiment: 15/100 (weight 10%)
- Analyst Consensus: 70/100 (weight 10%)
- Risk-Adjusted Return: 40/100 (weight 15%)
Benchmark Electronics Inc opportunities and risks
What speaks for BHE
- 2026 EPS Rebound Potential
What speaks against BHE
- Excessive Trailing Valuation Premium
Peers and competitors
| Ticker | P/E | P/S | EV/EBITDA | Gross margin | Net margin | FCF yield |
|---|---|---|---|---|---|---|
| BHE | 50.8x | 1.0x | 18.6x | 10.2% | 1.9% | 4.7% |
| JBL | 37.5x | 0.9x | 16.2x | 9.2% | 2.6% | 4.7% |
| TTMI | 52.2x | 3.7x | 26.2x | 20.7% | 7.0% | -0.1% |
| SANM | 35.0x | 0.8x | 16.9x | 9.0% | 2.4% | 5.6% |
| PLXS | 35.9x | 1.4x | 26.7x | 10.0% | 4.0% | 0.9% |
| IPGP | 119.8x | 3.1x | 24.2x | 38.4% | 2.6% | 0.6% |
| Peer median | 37.5x | 1.4x | 24.2x | 10.0% | 2.6% | 0.9% |
Frequently asked questions about Benchmark Electronics Inc (BHE)
Is BHE stock a good investment?
The TradeMates model rates Benchmark Electronics Inc as WATCH (do not buy) with an investment score of 46/100. Surging 2026 EPS estimates off AI exposure clash with low 1.9% net margins, a 50.8x P/E, and heavy insider selling. This is algorithmic model output, not personal investment advice.
Is BHE stock a buy?
The TradeMates model verdict for BHE is WATCH (do not buy) with an investment score of 46/100. Treat this as a model signal to review, not a personal buy recommendation.