Benchmark Electronics Inc (BHE)vsJabil Circuit Inc (JBL)
BHE
Benchmark Electronics Inc
$59.03
-0.79%
TECHNOLOGY · Cap: $2.11B
JBL
Jabil Circuit Inc
$283.24
+2.11%
TECHNOLOGY · Cap: $29.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 1128% more annual revenue ($32.67B vs $2.66B). BHE leads profitability with a 94.0% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 70/100 (B).
BHE
Buy51
out of 100
Grade: C-
JBL
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1175.5%
Fair Value
$4.62
Current Price
$59.03
$54.41 premium
Margin of Safety
+24.9%
Fair Value
$347.72
Current Price
$283.24
$64.48 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 94 of every $100 in revenue as profit
Reasonable price relative to book value
Every $100 of equity generates 60 in profit
Earnings expanding 96.2% YoY
Growing faster than its price suggests
Revenue surging 23.1% year-over-year
Areas to Watch
ROE of 2.3% — below average capital efficiency
Operating margin of 3.3%
Premium valuation, high expectations priced in
Earnings declined 63.7%
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BHE
The strongest argument for BHE centers on Profit Margin, Price/Book. Profitability is solid with margins at 94.0% and operating margin at 3.3%. 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, EPS Growth, PEG Ratio. Revenue growth of 23.1% 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, Operating Margin, P/E Ratio. A P/E of 86.8x leaves little room for execution misses.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
BHE profiles as a mature stock while JBL is a growth play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.18 — expect wider price swings.
JBL is growing revenue faster at 23.1% — sustainability is the question.
JBL generates stronger free cash flow (316M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (70/100 vs 51/100) and 23.1% 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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