Benchmark Electronics Inc (BHE)vsTE Connectivity Ltd (TEL)
BHE
Benchmark Electronics Inc
$59.03
-0.79%
TECHNOLOGY · Cap: $2.11B
TEL
TE Connectivity Ltd
$206.37
+2.78%
TECHNOLOGY · Cap: $60.58B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 580% more annual revenue ($18.09B vs $2.66B). BHE leads profitability with a 94.0% profit margin vs 11.4%. TEL appears more attractively valued with a PEG of 1.14. TEL earns a higher WallStSmart Score of 74/100 (B).
BHE
Buy51
out of 100
Grade: C-
TEL
Strong Buy74
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
+29.8%
Fair Value
$325.26
Current Price
$206.37
$118.89 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
Large-cap with strong market position
Strong operational efficiency at 20.9%
Revenue surging 21.7% year-over-year
Earnings expanding 44.4% YoY
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%
Moderate valuation
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 : TEL
The strongest argument for TEL centers on Market Cap, Operating Margin, Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum. PEG of 1.14 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 : TEL
The primary concerns for TEL are P/E Ratio.
Key Dynamics to Monitor
BHE profiles as a mature stock while TEL is a growth play — different risk/reward profiles.
TEL carries more volatility with a beta of 1.25 — expect wider price swings.
TEL is growing revenue faster at 21.7% — sustainability is the question.
TEL generates stronger free cash flow (607M), providing more financial flexibility.
Bottom Line
TEL scores higher overall (74/100 vs 51/100) and 21.7% 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.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?