Both in Printed Circuit Boards

Benchmark Electronics vs Sanmina

Over the past year BHE returned +51.8% and SANM returned −12.1%; their daily moves had a correlation of 0.71.

BHE +51.8% SANM −12.1%Growth of $1, one year, split-adjusted
MetricBHESANM
Price$65.26$143.77
Market cap$2.33B$7.71B
Today−7.99%−12.60%
1 month−24.1%−37.0%
6 months−24.6%−39.7%
Year to date+52.6%−4.2%
1 year+48.3%+2.4%
Revenue growth (YoY)+19.1%+69.7%
Gross margin10.4%10.5%
Net margin2.1%3.4%
P/E (TTM)41.7×25.0×
Price / sales0.8×0.6×
Net cash$132.8M-$327.4M
Dividend yield1.04%—
Volatility (60d)49.3%65.8%
Short % of float3.8%3.2%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).