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BHE vs SANM
Which Stock Would AI Choose? Benchmark Electronics (BHE) vs. Sanmina (SANM) Stock Comparison
Key Takeaways
- Both BHE and SANM operate in the electronics manufacturing services (EMS) sector, benefiting from demand in semiconductors and aerospace.
- BHE has exhibited steady price appreciation in recent weeks, nearing its 52-week high of around $67.87.
- SANM reported strong Q1 fiscal 2026 results with revenue up 59% year-over-year, though shares dipped post-earnings due to guidance concerns before recovering.
- BHE shows lower volatility with consistent growth estimates of 6-13% annually, appealing to stability-focused investors.
- SANM boasts robust cash flow generation, with $178.7 million from operations in Q1 fiscal 2026.
- Relative performance highlights BHE's outperformance in recent market momentum amid sector tailwinds.
Introduction
This stock comparison examines BHE (Benchmark Electronics, Inc.) and SANM (Sanmina Corporation), two key players in the electronics manufacturing services (EMS) industry. Both companies provide end-to-end manufacturing solutions for high-tech sectors like semiconductors, medical devices, and aerospace, making them relevant for investors tracking supply chain dynamics and tech demand. Traders seeking exposure to industrial growth without direct semiconductor bets may find value here, as recent market activity underscores their relative performance and positioning amid broader economic shifts. This analysis draws on verifiable data to highlight contrasts in momentum, financial health, and sector exposure.
BHE Overview and Recent Performance
Benchmark Electronics, Inc. (BHE) specializes in engineering, design, and manufacturing services for complex electronics, serving industries including aerospace, defense, and computing. In recent market activity, BHE shares have demonstrated resilient upward momentum, trading near $66-67 and approaching the 52-week high of $67.87, up significantly from the low of $32.11. This performance reflects sustained demand for EMS amid semiconductor and industrial recovery. Sentiment has been bolstered by positive growth projections, with analysts estimating 6.41% growth this year rising to 13.09% long-term, alongside a modest profit margin of 0.93% (profit margin measures net income as a percentage of revenue). Recent weeks have seen steady volume and price gains, influenced by sector tailwinds rather than isolated events.
SANM Overview and Recent Performance
Sanmina Corporation (SANM) delivers integrated manufacturing solutions, focusing on medical, communications, and defense sectors within the EMS space. Recent performance has been more volatile, with shares around $176 after a post-earnings pullback despite Q1 fiscal 2026 beats: EPS of $2.38 exceeded forecasts, and revenue surged 59% year-over-year to $3.19 billion. Guidance lagging expectations triggered a 19% after-hours drop, though recovery followed amid strong operational cash flow of $178.7 million. Over recent weeks, SANM has shown mixed momentum, up 26.4% in the past six months but sensitive to revenue slowdown signals and sector competition. Investor sentiment balances growth potential against execution risks.
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Head-to-Head Comparison
BHE and SANM share EMS business models, emphasizing contract manufacturing for tech and defense, but differ in scale and focus: SANM has a larger market cap around $8.4 billion versus BHE's $2.4 billion. Growth drivers include semiconductor demand for both, though SANM benefits more from medical and communications diversification. Recent momentum favors BHE's steadier climb near highs, while SANM offers higher upside potential post-earnings volatility. Risk factors: BHE faces supply chain pressures, SANM guidance risks. Sector exposure is similar, but BHE leans aerospace/defense for stability, versus SANM's broader tech tilt. Market sentiment tilts toward BHE for relative consistency.
Tickeron AI Verdict
Tickeron’s AI currently favors BHE over SANM, based on superior trend consistency, proximity to 52-week highs, and lower short-term volatility amid EMS sector strength. While SANM shows robust revenue growth, its earnings-driven swings introduce higher uncertainty. This positioning suggests BHE may offer better probability for near-term outperformance in stable market conditions.
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 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 SANM 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 whileSANM’s FA Score has 2 green FA rating(s).
- BHE’s FA Score: 2 green, 3 red.
- SANM’s FA Score: 2 green, 3 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 4 TA indicator(s) are bullish while SANM’s TA Score has 3 bullish TA indicator(s).
- BHE’s TA Score: 4 bullish, 3 bearish.
- SANM’s TA Score: 3 bullish, 5 bearish.
Price Growth
BHE (@Electronic Components) experienced а -0.13% price change this week, while SANM (@Electronic Components) price change was -2.05% 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 -3.02%, and the average quarterly price growth was +45.85%.
Reported Earning Dates
BHE is expected to report earnings on Aug 05, 2026.
SANM is expected to report earnings on Aug 03, 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 | SANM | BHE / SANM | |
| Capitalization | 3.3B | 12.7B | 26% |
| EBITDA | 138M | 571M | 24% |
| Gain YTD | 115.957 | 57.626 | 201% |
| P/E Ratio | 99.64 | 53.70 | 186% |
| Revenue | 2.71B | 11.3B | 24% |
| Total Cash | 325M | 1.58B | 21% |
| Total Debt | 304M | 2.17B | 14% |
BHE | SANM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 30 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 55 Fair valued | 55 Fair valued | |
PROFIT vs RISK RATING 1..100 | 8 | 9 | |
SMR RATING 1..100 | 89 | 68 | |
PRICE GROWTH RATING 1..100 | 36 | 36 | |
P/E GROWTH RATING 1..100 | 4 | 7 | |
SEASONALITY SCORE 1..100 | 50 | 49 |
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 (55) in the Electronic Components industry is in the same range as SANM (55). This means that BHE’s stock grew similarly to SANM’s over the last 12 months.
BHE's Profit vs Risk Rating (8) in the Electronic Components industry is in the same range as SANM (9). This means that BHE’s stock grew similarly to SANM’s over the last 12 months.
SANM's SMR Rating (68) in the Electronic Components industry is in the same range as BHE (89). This means that SANM’s stock grew similarly to BHE’s over the last 12 months.
SANM's Price Growth Rating (36) in the Electronic Components industry is in the same range as BHE (36). This means that SANM’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 SANM (7). This means that BHE’s stock grew similarly to SANM’s over the last 12 months.
| BHE | SANM | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 80% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 82% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 65% |
| MACD ODDS (%) | 2 days ago 77% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 62% |
| Advances ODDS (%) | 3 days ago 65% | 3 days ago 75% |
| Declines ODDS (%) | about 1 month ago 60% | 10 days ago 62% |
| BollingerBands ODDS (%) | 2 days ago 59% | 2 days ago 82% |
| Aroon ODDS (%) | 2 days ago 60% | 2 days ago 75% |
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BHE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BHE has been closely correlated with PLXS. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if BHE jumps, then PLXS could also see price increases.
| Ticker / NAME | Correlation To BHE | 1D Price Change % | ||
|---|---|---|---|---|
| BHE | 100% | -5.29% | ||
| PLXS - BHE | 74% Closely correlated | -3.15% | ||
| CTS - BHE | 71% Closely correlated | -2.67% | ||
| KN - BHE | 69% Closely correlated | -1.81% | ||
| TTMI - BHE | 68% Closely correlated | -8.66% | ||
| LFUS - BHE | 66% Loosely correlated | -5.21% | ||
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SANM and
Correlation & Price change
A.I.dvisor indicates that over the last year, SANM has been loosely correlated with BHE. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if SANM jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To SANM | 1D Price Change % | ||
|---|---|---|---|---|
| SANM | 100% | -6.71% | ||
| BHE - SANM | 56% Loosely correlated | -5.29% | ||
| PLXS - SANM | 53% Loosely correlated | -3.15% | ||
| TTMI - SANM | 50% Loosely correlated | -8.66% | ||
| JBL - SANM | 49% Loosely correlated | -4.28% | ||
| FLEX - SANM | 49% Loosely correlated | -9.20% | ||
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