Benchmark Electronics Inc (BHE)vsJabil Circuit Inc (JBL)
BHE
Benchmark Electronics Inc
$82.36
-0.01%
TECHNOLOGY · Cap: $2.87B
JBL
Jabil Circuit Inc
$341.22
-1.00%
TECHNOLOGY · Cap: $33.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 1092% more annual revenue ($33.59B vs $2.82B). JBL leads profitability with a 2.6% profit margin vs 1.9%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 67/100 (B-).
BHE
Buy58
out of 100
Grade: C
JBL
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
Reasonable price relative to book value
17.7% revenue growth
Every $100 of equity generates 65 in profit
Growing faster than its price suggests
Earnings expanding 27.6% YoY
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
2.6% margin — thin
Weak financial health signals
Trading at 27.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BHE
The strongest argument for BHE centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 17.7% demonstrates continued momentum. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bull Case : JBL
The strongest argument for JBL centers on Return on Equity, PEG Ratio, EPS Growth. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.82 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 54.6x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.94 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
BHE profiles as a growth stock while JBL is a value play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.28 — expect wider price swings.
BHE is growing revenue faster at 17.7% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (67/100 vs 58/100) and 11.8% 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.
Jabil Circuit Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Jabil Inc. provides global manufacturing solutions and services. The company is headquartered in Saint Petersburg, Florida.
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