Benchmark Electronics Inc (BHE)vsTE Connectivity Ltd (TEL)
BHE
Benchmark Electronics Inc
$60.40
+1.79%
TECHNOLOGY · Cap: $2.60B
TEL
TE Connectivity Ltd
$207.01
+0.32%
TECHNOLOGY · Cap: $61.25B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 606% more annual revenue ($19.89B vs $2.82B). TEL leads profitability with a 16.4% profit margin vs 1.9%. BHE appears more attractively valued with a PEG of 0.98. TEL earns a higher WallStSmart Score of 76/100 (B+).
BHE
Buy63
out of 100
Grade: C+
TEL
Strong Buy76
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
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.1%
Earnings expanding 39.1% YoY
Generating 1.2B 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
No major concerns identified
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 : TEL
The strongest argument for TEL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 21.1%. Revenue growth of 11.9% demonstrates continued momentum.
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 : TEL
No major red flags identified for TEL, but monitor valuation.
Key Dynamics to Monitor
BHE profiles as a growth stock while TEL is a mature play — different risk/reward profiles.
BHE carries more volatility with a beta of 1.26 — expect wider price swings.
BHE is growing revenue faster at 17.7% — sustainability is the question.
TEL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
TEL scores higher overall (76/100 vs 63/100), backed by strong 16.4% margins and 11.9% 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.
TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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