BHE vs ASX vs JBL Stock Comparison

Benchmark Electronics, ASE Technology Holding and Jabil Prices as of Oct 26, 2026 Peers: Industry group
BHE Benchmark Electronics Inc
$66.94 -18.9% 1M +57.7% 1Y
Market cap
$2.54B
P/E
47.8x
Revenue (TTM)
$2.82B
Div. yield
–
Electronic Manufacturing Services Technology
3 wins
JBL Jabil Inc
$275.90 -12.9% 1M +29.9% 1Y
Market cap
$30.03B
P/E
28.8x
Revenue (TTM)
$35.95B
Div. yield
–
Electronic Manufacturing Services Technology
4 wins

Head to Head

11 decided of 12

ASE Technology Holding leads on 4 of the 12 questions below (ASE Technology Holding 4, Jabil 4, Benchmark Electronics 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBHEASXJBLLeader
Larger companyMarket capitalisation $2.54B $91.34B $30.03B ASX
Cheaper on earningsLower P/E, profitable companies only 47.8x 46.8x 28.8x JBL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 23.2x 31.4x 16.0x JBL
Faster revenue growthRevenue growth, trailing twelve months +8.9% +18.2% +20.6% JBL
More profitableNet margin, trailing twelve months 1.9% 8.5% 2.9% ASX
Better return on capitalReturn on invested capital 4.7% 11.1% 25.9% JBL
Less leveragedLower net debt / EBITDA -0.9x 1.1x 0.7x BHE
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +57.7% +207.6% +29.9% ASX
Better 5-year returnAnnualised price return, 5 years +21.7%/yr +42.0%/yr +35.5%/yr ASX
Less volatileAnnualised volatility, 1 year 45.4% 58.0% 47.7% BHE
Higher overall scoreMean of the five percentile scores vs peers 60/100 59/100 57/100 BHE

Percentile Scorecard

BHEASXJBL

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBHEASXJBL
Valuation 84 #19 of 111 73 #26 of 95 71 #33 of 111
Growth 53 #51 of 108 77 #22 of 93 64 #40 of 108
Profitability 52 #50 of 104 68 #30 of 91 68 #34 of 104
Financial Health 48 #60 of 115 18 #83 of 101 18 #94 of 115
Shareholder Returns 63 #31 of 81 61 #30 of 75 66 #28 of 81
Overall 60 59 57
  • BHE ranked among 121 companies in Computer Hardware
  • ASX ranked among 104 companies in Semiconductors
  • JBL ranked among 121 companies in Computer Hardware

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBHEASXJBLSPY
1 month -18.9%-9.9%-12.9% -0.8%
3 months -15.9%+9.2%-11.4% +3.5%
6 months -3.3%+29.4%-19.0% +7.0%
Year to date +56.5%+148.0%+21.0% +12.2%
1 year +57.7%+207.6%+29.9% +13.0%
3 years +178.3%+433.7%+125.1% +86.3%
3 years, per year +40.7%+74.8%+31.1% +23.1%
5 years +166.6%+476.0%+356.0% +68.6%
5 years, per year +21.7%+42.0%+35.5% +11.0%
10 years +163.5%+570.9%+1,172.6% +258.0%
10 years, per year +10.2%+21.0%+29.0% +13.6%

Risk

MeasureBHEASXJBLSPY
Volatility, 1Y 45.4%58.0%47.7% 12.7%
Downside volatility, 1Y 47.6%62.4%52.8% 12.7%
Beta vs S&P 500, 1Y 1.982.592.19 1.00
Return / volatility, 1Y 1.273.580.63 1.02
Max drawdown, 5Y -37.2%-43.1%-36.9% -25.4%
From 52-week high -32.2%-16.2%-28.5% -1.8%
52-week high $98.67$47.62$385.63 $779.14
52-week low $42.15$13.23$192.49 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBHEASXJBL
P/E now vs peer median 45.2xmedian 32.0x 44.4xmedian 42.1x 28.0xmedian 32.0x
P/S now vs peer median 0.9xmedian 2.8x 3.9xmedian 7.1x 0.8xmedian 2.8x
EV/EBITDA now vs peer median 14.7xmedian 19.4x 20.3xmedian 27.5x 12.8xmedian 19.4x
P/FCF now vs peer median 18.9xmedian 29.0x 7.3xmedian 37.2x 21.0xmedian 29.0x
P/B now vs peer median 2.2xmedian 2.9x 7.3xmedian 4.2x 17.8xmedian 2.9x
PEG now vs peer median -5.82median 1.13 5.71median 2.23 1.61median 1.13

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBHEASXJBL
Revenue $2.82B $22.92B $35.95B
Gross profit $289.75M $4.46B $3.32B
Operating income $95.93M $2.24B $1.70B
Net income $53.14M $2.65B $1.04B
Free cash flow $126.98M $12.11B $1.37B
R&D – $1.18B $30.00M
EPS (diluted) $1.46 $0.88 $9.75
Cash & equivalents $314.84M $2.86B $1.74B
Total debt $180.98M $31.57B $3.38B
Shares (diluted) 36.40M 2.21B 106.90M
Enterprise value $1.29B $79.35B $23.53B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBHEASXJBL
P/E 45.2x 44.4x 28.0x
P/FCF 18.9x 7.3x 21.0x
P/Operating cash flow 13.6x 16.4x 14.4x
P/S 0.9x 3.9x 0.8x
P/B 2.2x 7.3x 17.8x
P/Tangible book 2.2x 8.8x 28.4x
EV/EBITDA 14.7x 20.3x 12.8x
EV/EBIT 23.7x 42.0x 17.9x
EV/Revenue 0.8x 4.1x 0.8x
EV/FCF 17.9x 7.7x 22.2x
EV/Operating cash flow 12.8x 17.3x 15.2x
PEG (3Y EPS CAGR) -5.82 5.71 1.61

Growth

14 metrics
MetricBHEASXJBL
Revenue growth (1Y) 8.9% 18.2% 20.6%
Revenue CAGR (3Y) -1.5% 3.6% 1.2%
Gross profit growth (1Y) 10.3% 37.8% 25.4%
Gross profit CAGR (3Y) 2.4% 6.5% 5.0%
Operating income growth (1Y) 7.9% 68.3% 44.2%
Operating income CAGR (3Y) -1.2% 4.3% 3.5%
Net income growth (1Y) 46.7% 83.5% 58.6%
Net income CAGR (3Y) -7.2% 3.2% 8.4%
EPS growth (1Y) 46.2% 81.8% 64.5%
EPS CAGR (3Y) -7.8% 7.8% 17.4%
Operating cash flow growth (1Y) 55.8% 51.2% 22.1%
Operating cash flow CAGR (3Y) 60.0% 13.0% 4.9%
Free cash flow growth (1Y) 57.3% 57.3% 17.2%
Free cash flow CAGR (3Y) 41.8% 27.4% 25.0%

Profitability

14 metrics
MetricBHEASXJBL
Gross margin 10.3% 19.5% 9.2%
EBITDA margin 5.5% 20.2% 6.6%
Operating margin 3.4% 9.8% 4.7%
Pretax margin 3.0% 10.7% 3.9%
Net margin 1.9% 8.5% 2.9%
FCF margin 4.5% 52.9% 3.8%
Operating cash flow margin 6.3% 23.6% 5.6%
Return on equity 4.8% 22.0% 70.7%
Return on assets 2.5% 8.4% 4.1%
Return on invested capital 4.7% 11.1% 25.9%
Return on capital employed 7.1% 8.4% 43.1%
Asset turnover 1.3x 0.7x 1.4x
Cash conversion (OCF / net income) 3.3x 2.0x 1.9x
Stock comp / revenue 0.7% – –

Financial Health

11 metrics
MetricBHEASXJBL
Debt / assets 8.2% 25.2% 12.3%
Debt / equity 0.2x 0.7x 2.1x
Net debt / EBITDA -0.9x 1.1x 0.7x
Debt / FCF 1.4x 0.7x 2.5x
Liabilities / assets 49.6% 63.7% 94.1%
Equity / assets 50.4% 36.3% 5.9%
Interest coverage 6.0x 9.9x –
Current ratio 2.0x 0.3x 1.0x
Quick ratio 1.2x 1.5x 0.4x
Cash ratio 0.4x 0.6x 0.1x
Altman Z-score 3.53 – 2.56

Shareholder Returns

7 metrics
MetricBHEASXJBL
Dividend yield 1.0% 1.0% 0.1%
Net buyback yield 0.7% – 3.6%
Shareholder yield 1.7% 1.0% 3.7%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBHEASXJBL
Forward P/E 23.2xFY2026 31.4xFY2026 16.0xFY2027
EPS, next fiscal year $2.88FY2026 $1.27FY2026 $17.25FY2027
EPS growth, next FY +20.0%FY2026 +126.8%FY2026 +31.8%FY2027
EPS growth, the year after +22.9% +37.8% +36.2%
Revenue, next fiscal year $3.16BFY2026 $24.36BFY2026 $46.50BFY2027
Revenue growth, next FY +18.8%FY2026 +19.6%FY2026 +29.3%FY2027
Revenue growth, the year after +9.5% +32.0% +17.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBHEASXJBL
Held by institutions 100.0% 6.9% 96.9%
Institutions holding 331 482 1,120
Change in shares held, QoQ -0.2% -2.5% +3.2%
Institutions buying 190 308 618
Institutions selling 106 133 373
Buyers to sellers 1.79 2.32 1.66

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BHEASXJBL
BHE 1.00 0.67 0.73
ASX 0.67 1.00 0.64
JBL 0.73 0.64 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BHE, ASX and JBL?

ASE Technology Holding (ASX) is the largest by market capitalisation: Benchmark Electronics (BHE) $2.54B, ASE Technology Holding (ASX) $91.34B, Jabil (JBL) $30.03B.

Which stock is cheaper, BHE, ASX and JBL?

Jabil (JBL) trades on the lowest price-to-earnings ratio (Benchmark Electronics (BHE) 47.8x, ASE Technology Holding (ASX) 46.8x, Jabil (JBL) 28.8x). On next year's consensus earnings, Jabil (JBL) is cheapest (Benchmark Electronics (BHE) 23.2x, ASE Technology Holding (ASX) 31.4x, Jabil (JBL) 16.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Jabil (JBL) grew revenue fastest over the trailing twelve months: Benchmark Electronics (BHE) +8.9%, ASE Technology Holding (ASX) +18.2%, Jabil (JBL) +20.6%.

Which company is more profitable?

ASE Technology Holding (ASX) has the highest net margin (Benchmark Electronics (BHE) 1.9%, ASE Technology Holding (ASX) 8.5%, Jabil (JBL) 2.9%). On return on invested capital, Jabil (JBL) leads (Benchmark Electronics (BHE) 4.7%, ASE Technology Holding (ASX) 11.1%, Jabil (JBL) 25.9%).

Which stock has performed better?

Over the past year ASE Technology Holding (ASX) returned the most: Benchmark Electronics (BHE) +57.7%, ASE Technology Holding (ASX) +207.6%, Jabil (JBL) +29.9%. Over five years, ASE Technology Holding (ASX) compounded fastest (Benchmark Electronics (BHE) +21.7%/yr, ASE Technology Holding (ASX) +42.0%/yr, Jabil (JBL) +35.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Benchmark Electronics (BHE) has been the steadiest (Benchmark Electronics (BHE) 45.4%, ASE Technology Holding (ASX) 58.0%, Jabil (JBL) 47.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BHE, ASX and JBL?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, ASE Technology Holding (ASX) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.