Benchmark Electronics Inc (BHE)vsCelestica Inc. (CLS)
BHE
Benchmark Electronics Inc
$83.92
-5.21%
TECHNOLOGY · Cap: $3.23B
CLS
Celestica Inc.
$351.11
+3.14%
TECHNOLOGY · Cap: $45.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 410% more annual revenue ($13.79B vs $2.70B). CLS leads profitability with a 7.0% profit margin vs 1.3%. CLS appears more attractively valued with a PEG of 1.00. CLS earns a higher WallStSmart Score of 68/100 (B-).
BHE
Buy56
out of 100
Grade: C
CLS
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 260.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Every $100 of equity generates 47 in profit
Revenue surging 52.8% year-over-year
Earnings expanding 147.3% YoY
Growing faster than its price suggests
Areas to Watch
ROE of 3.1% — below average capital efficiency
1.3% margin — thin
Operating margin of 3.8%
Premium valuation, high expectations priced in
Trading at 19.2x book value
7.0% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BHE
The strongest argument for BHE centers on EPS Growth, Debt/Equity, Price/Book. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bull Case : CLS
The strongest argument for CLS centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 52.8% demonstrates continued momentum. PEG of 1.00 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 95.7x leaves little room for execution misses. Thin 1.3% margins leave little buffer for downturns.
Bear Case : CLS
The primary concerns for CLS are Price/Book, Profit Margin, P/E Ratio. A P/E of 47.6x leaves little room for execution misses.
Key Dynamics to Monitor
BHE profiles as a value stock while CLS is a hypergrowth play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.48 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
CLS generates stronger free cash flow (127M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 56/100) and 52.8% 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.
Celestica Inc.
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Celestica Inc. provides hardware platforms and supply chain solutions in North America, Europe, and Asia. The company is headquartered in Toronto, Canada.
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