Semiconductors
Compare Stocks
2 / 10Stock Comparison
Q vs BHE
Revenue, margins, valuation, and 5-year total return — side by side.
Hardware, Equipment & Parts
Q vs BHE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Semiconductors | Hardware, Equipment & Parts |
| Market Cap | $30.08B | $3.01B |
| Revenue (TTM) | $4.33B | $2.70B |
| Net Income (TTM) | $693M | $34M |
| Gross Margin | 46.1% | 10.1% |
| Operating Margin | 19.5% | 4.1% |
| Forward P/E | 37.7x | 30.4x |
| Total Debt | $191M | $408M |
| Cash & Equiv. | $166M | $322M |
Quick Verdict: Q vs BHE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Q is the clearest fit if your priority is growth exposure.
- Rev growth 7.4%, EPS growth 36.7%
- 7.4% revenue growth vs BHE's 0.1%
- 16.0% margin vs BHE's 1.3%
BHE carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 1 yrs, beta 1.70, yield 0.8%
- 352.7% 10Y total return vs Q's 50.8%
- Lower volatility, beta 1.70, Low D/E 37.1%, current ratio 2.28x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.4% revenue growth vs BHE's 0.1% | |
| Value | Lower P/E (30.4x vs 37.7x) | |
| Quality / Margins | 16.0% margin vs BHE's 1.3% | |
| Stability / Safety | Beta 1.70 vs Q's 2.65 | |
| Dividends | 0.8% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +143.9% vs Q's +50.8% | |
| Efficiency (ROA) | 5.6% ROA vs BHE's 1.7%, ROIC 5.7% vs 6.7% |
Q vs BHE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Q leads this category, winning 4 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
Q is the larger business by revenue, generating $4.3B annually — 1.6x BHE's $2.7B. Q is the more profitable business, keeping 16.0% of every revenue dollar as net income compared to BHE's 1.3%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $4.3B | $2.7B |
| EBITDAEarnings before interest/tax | — | $157M |
| Net IncomeAfter-tax profit | — | $34M |
| Free Cash FlowCash after capex | — | $87M |
| Gross MarginGross profit ÷ Revenue | +46.1% | +10.1% |
| Operating MarginEBIT ÷ Revenue | +19.5% | +4.1% |
| Net MarginNet income ÷ Revenue | +16.0% | +1.3% |
| FCF MarginFCF ÷ Revenue | +19.9% | +3.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +7.2% |
| EPS Growth (YoY)Latest quarter vs prior year | — | +2.6% |
Valuation Metrics
Evenly matched — Q and BHE each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 43.4x trailing earnings, Q trades at a 65% valuation discount to BHE's 123.3x P/E. On an enterprise value basis, BHE's 20.3x EV/EBITDA is more attractive than Q's 24.3x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $30.1B | $3.0B |
| Enterprise ValueMkt cap + debt − cash | $30.1B | $3.1B |
| Trailing P/EPrice ÷ TTM EPS | 43.40x | 123.31x |
| Forward P/EPrice ÷ next-FY EPS est. | 37.67x | 30.35x |
| PEG RatioP/E ÷ EPS growth rate | — | 9.99x |
| EV / EBITDAEnterprise value multiple | 24.26x | 20.33x |
| Price / SalesMarket cap ÷ Revenue | 6.94x | 1.13x |
| Price / BookPrice ÷ Book value/share | 2.76x | 2.77x |
| Price / FCFMarket cap ÷ FCF | 34.93x | 35.22x |
Profitability & Efficiency
Q leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
Q delivers a 6.3% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $3 for BHE. Q carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to BHE's 0.37x. On the Piotroski fundamental quality scale (0–9), Q scores 8/9 vs BHE's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +6.3% | +3.1% |
| ROA (TTM)Return on assets | +5.6% | +1.7% |
| ROICReturn on invested capital | +5.7% | +6.7% |
| ROCEReturn on capital employed | +7.3% | +7.2% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.02x | 0.37x |
| Net DebtTotal debt minus cash | $25M | $86M |
| Cash & Equiv.Liquid assets | $166M | $322M |
| Total DebtShort + long-term debt | $191M | $408M |
| Interest CoverageEBIT ÷ Interest expense | 3.02x | 6.00x |
Total Returns (Dividends Reinvested)
BHE leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BHE five years ago would be worth $28,288 today (with dividends reinvested), compared to $15,083 for Q. Over the past 12 months, BHE leads with a +143.9% total return vs Q's +50.8%. The 3-year compound annual growth rate (CAGR) favors BHE at 60.3% vs Q's 14.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +69.1% | +91.4% |
| 1-Year ReturnPast 12 months | +50.8% | +143.9% |
| 3-Year ReturnCumulative with dividends | +50.8% | +312.0% |
| 5-Year ReturnCumulative with dividends | +50.8% | +182.9% |
| 10-Year ReturnCumulative with dividends | +50.8% | +352.7% |
| CAGR (3Y)Annualised 3-year return | +14.7% | +60.3% |
Risk & Volatility
BHE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BHE is the less volatile stock with a 1.70 beta — it tends to amplify market swings less than Q's 2.65 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.65x | 1.70x |
| 52-Week HighHighest price in past year | $151.36 | $87.73 |
| 52-Week LowLowest price in past year | $70.50 | $34.37 |
| % of 52W HighCurrent price vs 52-week peak | +94.9% | +95.6% |
| RSI (14)Momentum oscillator 0–100 | 68.2 | 83.4 |
| Avg Volume (50D)Average daily shares traded | 1.9M | 378K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates Q as "Buy" and BHE as "Hold". Consensus price targets imply 2.6% upside for BHE (target: $86) vs -13.0% for Q (target: $125). BHE is the only dividend payer here at 0.80% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $125.00 | $86.00 |
| # AnalystsCovering analysts | 3 | 9 |
| Dividend YieldAnnual dividend ÷ price | — | +0.8% |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | $0.67 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.9% |
Q leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BHE leads in 2 (Total Returns, Risk & Volatility). 1 tied.
Q vs BHE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is Q or BHE a better buy right now?
For growth investors, Qnity Electronics, Inc.
(Q) is the stronger pick with 7. 4% revenue growth year-over-year, versus 0. 1% for Benchmark Electronics, Inc. (BHE). Qnity Electronics, Inc. (Q) offers the better valuation at 43. 4x trailing P/E (37. 7x forward), making it the more compelling value choice. Analysts rate Qnity Electronics, Inc. (Q) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — Q or BHE?
On trailing P/E, Qnity Electronics, Inc.
(Q) is the cheapest at 43. 4x versus Benchmark Electronics, Inc. at 123. 3x. On forward P/E, Benchmark Electronics, Inc. is actually cheaper at 30. 4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — Q or BHE?
Over the past 5 years, Benchmark Electronics, Inc.
(BHE) delivered a total return of +182. 9%, compared to +50. 8% for Qnity Electronics, Inc. (Q). Over 10 years, the gap is even starker: BHE returned +352. 7% versus Q's +50. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — Q or BHE?
By beta (market sensitivity over 5 years), Benchmark Electronics, Inc.
(BHE) is the lower-risk stock at 1. 70β versus Qnity Electronics, Inc. 's 2. 65β — meaning Q is approximately 56% more volatile than BHE relative to the S&P 500. On balance sheet safety, Qnity Electronics, Inc. (Q) carries a lower debt/equity ratio of 2% versus 37% for Benchmark Electronics, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — Q or BHE?
By revenue growth (latest reported year), Qnity Electronics, Inc.
(Q) is pulling ahead at 7. 4% versus 0. 1% for Benchmark Electronics, Inc. (BHE). On earnings-per-share growth, the picture is similar: Qnity Electronics, Inc. grew EPS 36. 7% year-over-year, compared to -60. 5% for Benchmark Electronics, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — Q or BHE?
Qnity Electronics, Inc.
(Q) is the more profitable company, earning 16. 0% net margin versus 0. 9% for Benchmark Electronics, Inc. — meaning it keeps 16. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: Q leads at 19. 5% versus 4. 0% for BHE. At the gross margin level — before operating expenses — Q leads at 46. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is Q or BHE more undervalued right now?
On forward earnings alone, Benchmark Electronics, Inc.
(BHE) trades at 30. 4x forward P/E versus 37. 7x for Qnity Electronics, Inc. — 7. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BHE: 2. 6% to $86. 00.
08Which pays a better dividend — Q or BHE?
In this comparison, BHE (0.
8% yield) pays a dividend. Q does not pay a meaningful dividend and should not be held primarily for income.
09Is Q or BHE better for a retirement portfolio?
For long-horizon retirement investors, Benchmark Electronics, Inc.
(BHE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0. 8% yield, +352. 7% 10Y return). Qnity Electronics, Inc. (Q) carries a higher beta of 2. 65 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BHE: +352. 7%, Q: +50. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between Q and BHE?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
BHE pays a dividend while Q does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.