Benchmark Electronics Inc (BHE)vsFlex Ltd (FLEX)
BHE
Benchmark Electronics Inc
$83.92
-5.21%
TECHNOLOGY · Cap: $3.23B
FLEX
Flex Ltd
$155.81
-0.74%
TECHNOLOGY · Cap: $54.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 932% more annual revenue ($27.91B vs $2.70B). FLEX leads profitability with a 3.1% profit margin vs 1.3%. FLEX appears more attractively valued with a PEG of 0.94. FLEX earns a higher WallStSmart Score of 60/100 (C).
BHE
Buy56
out of 100
Grade: C
FLEX
Buy60
out of 100
Grade: C
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
Large-cap with strong market position
Growing faster than its price suggests
16.9% revenue growth
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 11.1x book value
3.1% 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 : FLEX
The strongest argument for FLEX centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum. PEG of 0.94 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 : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, P/E Ratio. A P/E of 64.0x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
BHE profiles as a value stock while FLEX is a growth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.64 — expect wider price swings.
FLEX is growing revenue faster at 16.9% — sustainability is the question.
FLEX generates stronger free cash flow (211M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (60/100 vs 56/100) and 16.9% revenue growth. Both earn "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.
Flex Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Flex Ltd. provides design, engineering, manufacturing and supply chain services and solutions to OEMs in Asia, the Americas and Europe. The company is headquartered in Singapore.
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