Benchmark Electronics Inc (BHE)vsCorning Incorporated (GLW)
BHE
Benchmark Electronics Inc
$59.03
-0.79%
TECHNOLOGY · Cap: $2.11B
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 488% more annual revenue ($15.63B vs $2.66B). BHE leads profitability with a 94.0% profit margin vs 10.2%. BHE appears more attractively valued with a PEG of 1.33. GLW earns a higher WallStSmart Score of 65/100 (C+).
BHE
Buy51
out of 100
Grade: C-
GLW
Buy65
out of 100
Grade: C+
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
-55.2%
Fair Value
$85.64
Current Price
$146.35
$60.71 premium
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
Earnings expanding 77.4% YoY
Large-cap with strong market position
Revenue surging 20.4% 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%
Trading at 10.6x book value
Premium valuation, high expectations priced in
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 : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum. PEG of 1.39 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 : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 68.1x leaves little room for execution misses.
Key Dynamics to Monitor
BHE profiles as a mature stock while GLW is a growth play — different risk/reward profiles.
GLW carries more volatility with a beta of 1.02 — expect wider price swings.
GLW is growing revenue faster at 20.4% — sustainability is the question.
GLW generates stronger free cash flow (620M), providing more financial flexibility.
Bottom Line
GLW scores higher overall (65/100 vs 51/100) and 20.4% 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.
Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?