Benchmark Electronics Inc (BHE)vsCorning Incorporated (GLW)
BHE
Benchmark Electronics Inc
$60.40
+1.79%
TECHNOLOGY · Cap: $2.60B
GLW
Corning Incorporated
$106.13
+2.61%
TECHNOLOGY · Cap: $106.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 529% more annual revenue ($17.72B vs $2.82B). GLW leads profitability with a 12.1% profit margin vs 1.9%. GLW appears more attractively valued with a PEG of 0.71. GLW earns a higher WallStSmart Score of 67/100 (B-).
BHE
Buy63
out of 100
Grade: C+
GLW
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1937.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
17.7% revenue growth
Earnings expanding 56.0% YoY
Large-cap with strong market position
Growing faster than its price suggests
18.4% revenue growth
Generating 1.3B in free cash flow
Areas to Watch
ROE of 3.1% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.2%
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BHE
The strongest argument for BHE centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 17.7% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, PEG Ratio. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.71 suggests the stock is reasonably priced for its growth.
Bear Case : BHE
The primary concerns for BHE are Return on Equity, Profit Margin, Operating Margin. A P/E of 49.5x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : GLW
The primary concerns for GLW are P/E Ratio. A P/E of 49.9x leaves little room for execution misses.
Key Dynamics to Monitor
BHE carries more volatility with a beta of 1.26 — expect wider price swings.
GLW is growing revenue faster at 18.4% — sustainability is the question.
GLW generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GLW scores higher overall (67/100 vs 63/100) and 18.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Benchmark Electronics Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Benchmark Electronics, Inc. provides product design, engineering services, technology solutions, and advanced manufacturing services in the Americas, Asia, and Europe. The company is headquartered in Tempe, Arizona.
Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?