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KE vs. BHE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KE vs. BHE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kimball Electronics, Inc. (KE) and Benchmark Electronics, Inc. (BHE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KE achieves a -6.65% return, which is significantly lower than BHE's 119.73% return. Over the past 10 years, KE has underperformed BHE with an annualized return of 7.72%, while BHE has yielded a comparatively higher 18.20% annualized return.


KE

1D
2.65%
1M
5.57%
YTD
-6.65%
6M
-9.07%
1Y
37.77%
3Y*
-0.37%
5Y*
3.60%
10Y*
7.72%

BHE

1D
1.62%
1M
10.03%
YTD
119.73%
6M
111.49%
1Y
156.29%
3Y*
58.46%
5Y*
29.64%
10Y*
18.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KE vs. BHE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KE
Kimball Electronics, Inc.
-6.65%48.53%-30.50%19.30%3.81%36.09%-8.89%13.30%-15.12%0.27%
BHE
Benchmark Electronics, Inc.
119.73%-4.19%67.14%6.33%1.13%2.69%-18.97%65.72%-25.48%-4.59%

Correlation

The correlation between KE and BHE is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.59

Correlation (3Y)
Calculated over the trailing 3-year period

0.63

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Nov 3, 2014

0.56

The correlation between KE and BHE has been stable across timeframes, ranging from 0.56 to 0.63 - a consistent structural relationship.

Fundamentals

Market Cap

KE:

$640.11M

BHE:

$3.40B

EPS

KE:

$1.05

BHE:

$0.94

PE Ratio

KE:

24.75

BHE:

99.12

PS Ratio

KE:

0.45

BHE:

1.25

Total Revenue (TTM)

KE:

$1.44B

BHE:

$2.70B

Gross Profit (TTM)

KE:

$115.15M

BHE:

$275.51M

EBITDA (TTM)

KE:

$77.66M

BHE:

$125.74M

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Return for Risk

KE vs. BHE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KE
KE Risk / Return Rank: 6565
Overall Rank
KE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
KE Sortino Ratio Rank: 6161
Sortino Ratio Rank
KE Omega Ratio Rank: 6666
Omega Ratio Rank
KE Calmar Ratio Rank: 6666
Calmar Ratio Rank
KE Martin Ratio Rank: 6363
Martin Ratio Rank

BHE
BHE Risk / Return Rank: 9797
Overall Rank
BHE Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
BHE Sortino Ratio Rank: 9797
Sortino Ratio Rank
BHE Omega Ratio Rank: 9595
Omega Ratio Rank
BHE Calmar Ratio Rank: 9898
Calmar Ratio Rank
BHE Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KE vs. BHE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kimball Electronics, Inc. (KE) and Benchmark Electronics, Inc. (BHE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


KEBHEDifference
Sharpe ratioReturn per unit of total volatility

-3.27

Sortino ratioReturn per unit of downside risk

-3.37

Omega ratioGain probability vs. loss probability

1.19

1.55

-0.36

Calmar ratioReturn relative to maximum drawdown

1.20

12.24

-11.04

Martin ratioReturn relative to average drawdown

2.26

31.47

-29.21

KE vs. BHE - Sharpe Ratio Comparison

The current KE Sharpe Ratio is 0.77, which is lower than the BHE Sharpe Ratio of 4.04. The chart below compares the historical Sharpe Ratios of KE and BHE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

KE vs. BHE - Drawdown Comparison

The maximum KE drawdown since its inception was -58.50%, smaller than the maximum BHE drawdown of -75.48%. Use the drawdown chart below to compare losses from any high point for KE and BHE.


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Drawdown Indicators


KEBHEDifference

Max Drawdown

Largest peak-to-trough decline

-58.50%

-75.48%

+16.98%

Max Drawdown (1Y)

Largest decline over 1 year

-31.69%

-12.85%

-18.84%

Max Drawdown (3Y)

Largest decline over 3 years

-58.50%

-36.73%

-21.77%

Max Drawdown (5Y)

Largest decline over 5 years

-58.50%

-36.73%

-21.77%

Max Drawdown (10Y)

Largest decline over 10 years

-58.50%

-60.34%

+1.84%

Current Drawdown

Current decline from peak

-21.61%

0.00%

-21.61%

Average Drawdown

Average peak-to-trough decline

-23.81%

-25.18%

+1.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.73%

4.99%

+11.74%

Volatility

KE vs. BHE - Volatility Comparison

The current volatility for Kimball Electronics, Inc. (KE) is 12.75%, while Benchmark Electronics, Inc. (BHE) has a volatility of 13.69%. This indicates that KE experiences smaller price fluctuations and is considered to be less risky than BHE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KEBHEDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.75%

13.69%

-0.94%

Volatility (6M)

Calculated over the trailing 6-month period

40.43%

29.91%

+10.52%

Volatility (1Y)

Calculated over the trailing 1-year period

49.13%

38.96%

+10.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.88%

35.56%

+5.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.79%

36.73%

+3.06%

Dividends

KE vs. BHE - Dividend Comparison

KE has not paid dividends to shareholders, while BHE's dividend yield for the trailing twelve months is around 0.73%.


PositionTTM20252024202320222021202020192018
BHE
Benchmark Electronics, Inc.
0.73%1.59%1.48%2.39%2.47%2.42%2.37%1.75%2.83%
KE
Kimball Electronics, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

KE vs. BHE - Financials Comparison

This section allows you to compare key financial metrics between Kimball Electronics, Inc. and Benchmark Electronics, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


300.00M400.00M500.00M600.00M700.00M800.00M20222023202420252026
352.92M
677.28M
(KE) Total Revenue
(BHE) Total Revenue
Values in USD except per share items

KE vs. BHE - Profitability Comparison

The chart below illustrates the profitability comparison between Kimball Electronics, Inc. and Benchmark Electronics, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

5.0%6.0%7.0%8.0%9.0%10.0%11.0%20222023202420252026
7.9%
10.2%
Portfolio components
KE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kimball Electronics, Inc. reported a gross profit of 27.82M and revenue of 352.92M. Therefore, the gross margin over that period was 7.9%.

BHE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Benchmark Electronics, Inc. reported a gross profit of 69.23M and revenue of 677.28M. Therefore, the gross margin over that period was 10.2%.

KE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kimball Electronics, Inc. reported an operating income of 11.76M and revenue of 352.92M, resulting in an operating margin of 3.3%.

BHE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Benchmark Electronics, Inc. reported an operating income of 21.87M and revenue of 677.28M, resulting in an operating margin of 3.2%.

KE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kimball Electronics, Inc. reported a net income of 5.72M and revenue of 352.92M, resulting in a net margin of 1.6%.

BHE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Benchmark Electronics, Inc. reported a net income of 13.02M and revenue of 677.28M, resulting in a net margin of 1.9%.


Frequently Asked Questions


KE and BHE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BHE has higher volatility (13.69%) compared to KE (12.75%). In terms of maximum drawdown, KE dropped -58.50% vs BHE's -75.48%.

BHE currently has the higher Sharpe Ratio (4.04 vs 0.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for KE and BHE

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