Electronics manufacturing services (EMS) companies sit at the intersection of technology hardware, global supply chains, and, increasingly, artificial intelligence infrastructure. Comparing BHE, FN, and JBL offers a useful window into how differently positioned players within the same broad sector are performing in the current market environment. This stock comparison is relevant to traders and investors weighing growth momentum against scale, margins, and valuation sensitivity. While the three share a manufacturing heritage, their business models, growth drivers, and risk profiles differ enough that their relative performance has diverged in meaningful ways in recent market activity.
Benchmark Electronics provides design, engineering, and manufacturing services across advanced computing and communications, aerospace and defense, industrial, medical, and semiconductor capital equipment end markets. The company has described its recent results as reflecting momentum across the business, including a record quarter of bookings. In recent weeks, management noted improvement across a broad cross-section of the business, led by strengthening in semiconductor capital equipment and continued momentum in advanced computing and medical. Revenue has reaccelerated from a slower stretch, and the company raised its full-year revenue growth outlook. Even so, BHE operates with comparatively thin operating margins, which remains a focal point for investors assessing the quality of its earnings recovery relative to peers.
Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical, and electronic manufacturing services, with facilities concentrated in Thailand alongside operations in the United States, China, and Israel. Optical communications account for the majority of its revenue, and the company has benefited from strong demand across telecom products and data center interconnect. In recent quarters, FN has reported revenue growth in the high double digits, while data center revenue has expanded to become its largest segment. Management has emphasized new transceiver programs, early work in co-packaged optics, and ongoing capacity expansion. The company holds substantial cash with no debt, supporting capital investment, though customer concentration and component supply constraints remain key watchpoints that have contributed to share-price volatility.
Jabil is a global manufacturing solutions provider operating across three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. It is the largest and most diversified of the three companies, serving customers in cloud and data center infrastructure, healthcare, automotive, and other end markets. AI infrastructure has become a central growth driver, with management reporting a sharp year-over-year increase in AI-related revenue and several customers now generating more than $1 billion of AI-related revenue annually. In recent market activity, JBL delivered revenue and earnings above consensus and guided for further growth, yet shares declined as investors weighed margin expansion, capacity-buildout costs, and the concentration of demand in a few large customers.
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The most striking contrast among the three is scale and growth profile. JBL generates tens of billions in annual revenue with a diversified customer base and deep AI-infrastructure exposure, trading growth breadth for thinner margins. FN is far smaller but growing faster, concentrated in optical communications with premium growth but elevated customer-concentration risk and higher volatility. BHE is the smallest, positioned around a cyclical recovery in semiconductor capital equipment and industrial markets with the weakest margin profile. On valuation sensitivity, JBL's selloff after a beat suggests investors are pricing execution and margin quality, while FN's premium multiple depends on sustaining rapid growth. Sector exposure also differs: FN is levered to AI-driven optics, JBL to broad AI data center buildouts, and BHE to a more diversified industrial and semiconductor-capital equipment mix. Risk factors range from FN's supply constraints and customer concentration to JBL's concentration in large AI programs and BHE's thin profitability.
Based on observable factors such as trend consistency, growth catalysts, and relative positioning, Tickeron's AI would most likely favor FN at present. The company combines the strongest recent revenue momentum, a debt-free balance sheet, and a visible pipeline of new transceiver programs and optical packaging initiatives, which together suggest a comparatively durable growth trend. That said, the preference is probabilistic rather than definitive: FN's customer concentration and recent price volatility temper conviction, while JBL's scale and AI infrastructure exposure and BHE's cyclical recovery each offer distinct trade-offs. The AI verdict therefore reflects a balance of trend strength, stability, and catalysts rather than a categorical ranking.
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BHE saw its Moving Average Convergence Divergence Histogram (MACD) turn negative on October 09, 2026. This is a bearish signal that suggests the stock could decline going forward. Tickeron's A.I.dvisor looked at 54 instances where the indicator turned negative. In 37 of the 54 cases the stock moved lower in the days that followed. This puts the odds of a downward move at 69%.
The Momentum Indicator moved below the 0 level on October 08, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BHE as a result. In 51 of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 57%.
BHE moved below its 50-day moving average on October 14, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for BHE crossed bearishly below the 50-day moving average on October 20, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 50%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BHE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
The RSI Indicator shows that the ticker has stayed in the oversold zone for 6 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an Uptrend is expected.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 10 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +5.40% 3-day Advance, the price is estimated to grow further. Considering data from situations where BHE advanced for three days, in 219 of 330 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.
BHE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 155 of 252 cases where BHE Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 62%.
The Tickeron PE Growth Rating for this company is 30 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 37 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock slightly better than average.
The Tickeron Seasonality Score of 45 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 58 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.118) is normal, around the industry mean (4.381). P/E Ratio (44.466) is within average values for comparable stocks, (6.090). Projected Growth (PEG Ratio) (0.010) is also within normal values, averaging (1.658). Dividend Yield (0.010) settles around the average of (0.019) among similar stocks. P/S Ratio (0.950) is also within normal values, averaging (4.796).
The Tickeron Price Growth Rating for this company is 60 (best 1 - 100 worst), indicating steady price growth. BHE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 83 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
FN moved below its 50-day moving average on October 13, 2026 date and that indicates a change from an upward trend to a downward trend. In 38 of 46 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are 83%.
The Momentum Indicator moved below the 0 level on October 14, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on FN as a result. In 61 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 73%.
The Moving Average Convergence Divergence Histogram (MACD) for FN turned negative on October 14, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 33 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 69%.
The 10-day moving average for FN crossed bearishly below the 50-day moving average on October 19, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 12 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 67%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where FN declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 71%.
FN broke above its upper Bollinger Band on October 06, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The RSI Indicator shows that the ticker has stayed in the oversold zone for 5 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an Uptrend is expected.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 7 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +9.73% 3-day Advance, the price is estimated to grow further. Considering data from situations where FN advanced for three days, in 272 of 331 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
The Aroon Indicator entered an Uptrend today. In 236 of 270 cases where FN Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 87%.
The Tickeron SMR rating for this company is 45 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 63 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.598) is normal, around the industry mean (4.381). P/E Ratio (23.841) is within average values for comparable stocks, (6.090). Projected Growth (PEG Ratio) (0.770) is also within normal values, averaging (1.658). Dividend Yield (0.000) settles around the average of (0.019) among similar stocks. P/S Ratio (3.067) is also within normal values, averaging (4.796).
The Tickeron Profit vs. Risk Rating rating for this company is 68 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. FN’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 85 (best 1 - 100 worst), indicating slightly worse than average price growth. FN’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The 50-day moving average for JBL moved below the 200-day moving average on October 23, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
The Momentum Indicator moved below the 0 level on October 15, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on JBL as a result. In 57 of 77 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 74%.
The Moving Average Convergence Divergence Histogram (MACD) for JBL turned negative on October 15, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 53 similar instances when the indicator turned negative. In 31 of the 53 cases the stock turned lower in the days that followed. This puts the odds of success at 58%.
JBL moved below its 50-day moving average on October 14, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where JBL declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 67%.
The Aroon Indicator for JBL entered a downward trend on October 23, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 5 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +3.78% 3-day Advance, the price is estimated to grow further. Considering data from situations where JBL advanced for three days, in 269 of 348 cases, the price rose further within the following month. The odds of a continued upward trend are 77%.
JBL may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Tickeron Seasonality Score of 9 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 18 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 23 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 43 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 60 (best 1 - 100 worst), indicating steady price growth. JBL’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 79 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: JBL's P/B Ratio (21.700) is very high in comparison to the industry average of (4.381). P/E Ratio (33.865) is within average values for comparable stocks, (6.090). Projected Growth (PEG Ratio) (0.010) is also within normal values, averaging (1.658). Dividend Yield (0.001) settles around the average of (0.019) among similar stocks. P/S Ratio (0.953) is also within normal values, averaging (4.796).
BHE | FN | JBL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 65 | 81 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 63 Fair valued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 37 | 68 | 23 | |
SMR RATING 1..100 | 83 | 45 | 18 | |
PRICE GROWTH RATING 1..100 | 60 | 85 | 60 | |
P/E GROWTH RATING 1..100 | 30 | 88 | 43 | |
SEASONALITY SCORE 1..100 | 45 | 50 | 9 |
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 (58) in the Electronic Components industry is in the same range as FN (63) and is in the same range as JBL (79). This means that BHE's stock grew similarly to FN’s and similarly to JBL’s over the last 12 months.
JBL's Profit vs Risk Rating (23) in the Electronic Components industry is in the same range as BHE (37) and is somewhat better than the same rating for FN (68). This means that JBL's stock grew similarly to BHE’s and somewhat faster than FN’s over the last 12 months.
JBL's SMR Rating (18) in the Electronic Components industry is in the same range as FN (45) and is somewhat better than the same rating for BHE (83). This means that JBL's stock grew similarly to FN’s and somewhat faster than BHE’s over the last 12 months.
JBL's Price Growth Rating (60) in the Electronic Components industry is in the same range as BHE (60) and is in the same range as FN (85). This means that JBL's stock grew similarly to BHE’s and similarly to FN’s over the last 12 months.
BHE's P/E Growth Rating (30) in the Electronic Components industry is in the same range as JBL (43) and is somewhat better than the same rating for FN (88). This means that BHE's stock grew similarly to JBL’s and somewhat faster than FN’s over the last 12 months.
| BHE | FN | JBL | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 74% | 3 days ago 68% | N/A |
| Stochastic ODDS (%) | 3 days ago 71% | 3 days ago 82% | 3 days ago 85% |
| Momentum ODDS (%) | 3 days ago 57% | 3 days ago 73% | 3 days ago 74% |
| MACD ODDS (%) | 3 days ago 69% | 3 days ago 69% | 3 days ago 58% |
| TrendWeek ODDS (%) | 3 days ago 62% | 3 days ago 73% | 3 days ago 66% |
| TrendMonth ODDS (%) | 3 days ago 60% | 3 days ago 77% | 3 days ago 68% |
| Advances ODDS (%) | 24 days ago 66% | 19 days ago 82% | 13 days ago 77% |
| Declines ODDS (%) | 3 days ago 59% | 3 days ago 71% | 10 days ago 67% |
| BollingerBands ODDS (%) | 3 days ago 80% | 3 days ago 68% | 3 days ago 89% |
| Aroon ODDS (%) | 3 days ago 62% | 3 days ago 87% | 3 days ago 57% |
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 overvalued. 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 1 FA rating(s) are green while FN’s FA Score has 0 green FA rating(s), and JBL’s FA Score reflects 2 green FA rating(s).
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 5 TA indicator(s) are bullish while FN’s TA Score has 4 bullish TA indicator(s), and JBL’s TA Score reflects 3 bullish TA indicator(s).
BHE (@Electronic Components) experienced а -6.81% price change this week, while FN (@Electronic Components) price change was -13.36% , and JBL (@Electronic Components) price fluctuated -1.54% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -3.22%. For the same industry, the average monthly price growth was -16.73%, and the average quarterly price growth was -16.97%.
BHE is expected to report earnings on Oct 28, 2026.
FN is expected to report earnings on Nov 02, 2026.
JBL is expected to report earnings on Dec 16, 2026.
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.
A.I.dvisor indicates that over the last year, BHE has been closely correlated with PLXS. These tickers have moved in lockstep 78% 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% | -0.74% | ||
| PLXS - BHE | 78% Closely correlated | -1.72% | ||
| LFUS - BHE | 74% Closely correlated | +0.32% | ||
| TTMI - BHE | 73% Closely correlated | +8.42% | ||
| CTS - BHE | 70% Closely correlated | -0.88% | ||
| GLW - BHE | 69% Closely correlated | -0.24% | ||
More | ||||
A.I.dvisor indicates that over the last year, FN has been closely correlated with GLW. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then GLW could also see price increases.