Benchmark Electronics, Inc. (BHE)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · BHE
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $73 BHE trades at 29× p/e, below its 33× p/e peer median, but our blended $62 fair value sits below the price. It's a high-confidence read. Even valued only for durable growth at sustainable margins, it's worth about $82 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $38.45 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $57.74 | — | — | Hist. CAGR | high |
| graham number | 12M | $41.62 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $60.96 | 14.5 | 3.96 | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 224% over what the business is worth with no growth; closing that gap needs roughly 22.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $1.37/sh owner earnings.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $83.40 |
| 24.1 |
| 3.47 |
| TTM |
| high |
| Peer P/E | 12M | $83.97 | 33.5 | 2.51 | TTM | high |
| Peer P/S | 12M | $286.43 | 3.7 | 77.43 | TTM | high |
| residual income | 12M | $29.65 | — | — | TTM | high |
| triangulated | 12M | $87.11 | 33.5 | 2.60 | Triangulated | high |
| Peer P/E | 3Y | $124.74 | 33.5 | 3.73 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $366.94 | 3.7 | 99.19 | guidance | medium |
| Peer P/E | 5Y | $141.34 | 33.5 | 4.23 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $415.79 | 3.7 | 112.40 | guidance | medium |