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BHE vs CLS
Which Stock Would AI Choose? Benchmark Electronics, Inc. (BHE) vs. Celestica Inc. (CLS) Stock Comparison
Key Takeaways
- CLS has delivered a remarkable 342% one-year return, far outpacing BHE's 87%, fueled by demand in AI infrastructure.
- CLS commands a much larger market cap of approximately $47 billion compared to BHE's $2.4 billion, reflecting scale differences.
- CLS shows stronger profitability with a 6.7% profit margin and 40% ROE (return on equity), versus BHE's 0.9% margin and 2% ROE.
- BHE has gained momentum recently with a 59% YTD return, surpassing CLS's 36% YTD amid broader market recovery.
- Both stocks in the electronic components sector await Q1 2026 earnings, potentially influencing near-term sentiment.
- Tickeron's AI robots highlight diverse strategies, with top performers showing up to 178% annualized returns.
Introduction
Both BHE and CLS operate in the electronic components sector, providing manufacturing and supply chain services critical to technology hardware. This comparison suits investors tracking electronics manufacturing services (EMS) providers amid supply chain shifts and tech demand surges. Traders may find value in assessing relative momentum, valuations, and sector catalysts in the current environment, where AI and data center growth influence performance.
BHE Overview and Recent Performance
Benchmark Electronics, Inc. (BHE) specializes in integrated electronic manufacturing services, engineering, design, and technology solutions for industries like aerospace, medical, and semiconductors. In recent market activity, BHE shares have climbed to around $67.60, reflecting a 59% YTD gain and 87% over the past year, with a 52-week range of $32.11 to $67.87. This uptrend follows strong Q4 2025 results, including $704 million in revenue and a quarterly dividend of $0.17 per share paid in April 2026. Sentiment has been buoyed by operational improvements and anticipation for Q1 2026 earnings on April 29, though high trailing PE ratio (price-to-earnings, at 99.4) signals elevated expectations.
CLS Overview and Recent Performance
Celestica Inc. (CLS) delivers supply chain solutions, including electronics manufacturing for connectivity, cloud solutions, and advanced technology sectors. Shares recently traded near $408, with a 36% YTD return but explosive 342% over the past year, trading in a 52-week range of $82 to $412. Performance has been propelled by AI-related developments, such as partnerships shaping Canadian sovereign AI and positioning as a winner in AI infrastructure. Recent news highlights growth potential, supported by Q4 2025 revenue of $3.65 billion. The stock's PE ratio of 56.9 reflects robust EPS of $7.17, with Q1 2026 results due April 27.
Trending AI Robots
Tickeron's Trending AI Robots page curates 25 top-performing AI trading bots from over 351 available, each scanning thousands of tickers for optimal signals under current conditions. These bots employ varied strategies like swing trading, trend following, and multi-agent systems across timeframes from 5 minutes to 55 days. Standout performers boast annualized returns up to 178%, win rates of 48% to 88%, profit factors from 1.5 to 11.7, and sectors including semiconductors and aerospace. Examples include bots on USAR/SMR/CIFR (75% win rate) and semiconductor groups (65% win rate). Explore these for automated insights into dynamic markets.
Head-to-Head Comparison
Both BHE and CLS focus on EMS but differ in scale and exposure: CLS leverages larger operations in cloud and AI-driven supply chains, while BHE emphasizes precision engineering. Growth drivers favor CLS with AI catalysts versus BHE's steady industrial demand. Momentum tilts to CLS long-term, though BHE shows recent strength. Risk profiles contrast with BHE's beta of 0.98 (low volatility) against CLS's 1.35, and CLS trades at a premium valuation (P/S 3.7 vs. 0.9). Market sentiment is more bullish on CLS due to tech tailwinds.
Tickeron AI Verdict
Tickeron's AI currently favors CLS for its consistent trend strength, superior growth metrics, and positioning in high-demand AI supply chains. While BHE offers relative stability, CLS's catalysts suggest higher probability of outperformance in the near term, barring earnings surprises.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BHE is a Hold and CLS is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BHE’s FA Score shows that 2 FA rating(s) are green whileCLS’s FA Score has 3 green FA rating(s).
- BHE’s FA Score: 2 green, 3 red.
- CLS’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BHE’s TA Score shows that 3 TA indicator(s) are bullish while CLS’s TA Score has 5 bullish TA indicator(s).
- BHE’s TA Score: 3 bullish, 5 bearish.
- CLS’s TA Score: 5 bullish, 4 bearish.
Price Growth
BHE (@Electronic Components) experienced а +4.71% price change this week, while CLS (@Electronic Components) price change was +21.18% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -4.78%. For the same industry, the average monthly price growth was +6.08%, and the average quarterly price growth was +44.77%.
Reported Earning Dates
BHE is expected to report earnings on Aug 05, 2026.
CLS is expected to report earnings on Jul 27, 2026.
Industries' Descriptions
@Electronic Components (-4.78% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| BHE | CLS | BHE / CLS | |
| Capitalization | 3.18B | 49.1B | 6% |
| EBITDA | 138M | 1.36B | 10% |
| Gain YTD | 107.699 | 43.892 | 245% |
| P/E Ratio | 94.18 | 51.56 | 183% |
| Revenue | 2.71B | 13.8B | 20% |
| Total Cash | 325M | 378M | 86% |
| Total Debt | 304M | 772M | 39% |
BHE | CLS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 86 | 79 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 51 Fair valued | 75 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 5 | |
SMR RATING 1..100 | 89 | 19 | |
PRICE GROWTH RATING 1..100 | 37 | 36 | |
P/E GROWTH RATING 1..100 | 4 | 18 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BHE's Valuation (51) in the Electronic Components industry is in the same range as CLS (75). This means that BHE’s stock grew similarly to CLS’s over the last 12 months.
CLS's Profit vs Risk Rating (5) in the Electronic Components industry is in the same range as BHE (9). This means that CLS’s stock grew similarly to BHE’s over the last 12 months.
CLS's SMR Rating (19) in the Electronic Components industry is significantly better than the same rating for BHE (89). This means that CLS’s stock grew significantly faster than BHE’s over the last 12 months.
CLS's Price Growth Rating (36) in the Electronic Components industry is in the same range as BHE (37). This means that CLS’s stock grew similarly to BHE’s over the last 12 months.
BHE's P/E Growth Rating (4) in the Electronic Components industry is in the same range as CLS (18). This means that BHE’s stock grew similarly to CLS’s over the last 12 months.
| BHE | CLS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 65% | 2 days ago 53% |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 68% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 65% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 85% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 86% |
| Advances ODDS (%) | 2 days ago 65% | 4 days ago 85% |
| Declines ODDS (%) | 8 days ago 60% | 2 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 55% | 2 days ago 71% |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 88% |
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| HOYY | 6.03 | 0.07 | +1.17% |
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| UCON | 24.90 | 0.04 | +0.16% |
| First Trust Smith Unconstrained Pl BdETF | |||
| DDEC | 47.40 | 0.07 | +0.15% |
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| Horizon Landmark ETF | |||
CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been closely correlated with FN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLS jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | -7.16% | ||
| FN - CLS | 67% Closely correlated | -1.41% | ||
| TTMI - CLS | 66% Closely correlated | -2.48% | ||
| GLW - CLS | 57% Loosely correlated | -1.52% | ||
| FLEX - CLS | 52% Loosely correlated | -1.50% | ||
| BHE - CLS | 51% Loosely correlated | +0.33% | ||
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