Bel Fuse A Inc (BELFA)vsCelestica Inc. (CLS)
BELFA
Bel Fuse A Inc
$206.66
-0.33%
TECHNOLOGY · Cap: $2.40B
CLS
Celestica Inc.
$302.22
+0.23%
TECHNOLOGY · Cap: $34.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 1734% more annual revenue ($12.39B vs $675.46M). BELFA leads profitability with a 9.1% profit margin vs 6.7%. CLS appears more attractively valued with a PEG of 1.00. CLS earns a higher WallStSmart Score of 68/100 (B-).
BELFA
Buy59
out of 100
Grade: C
CLS
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1.6%
Fair Value
$217.62
Current Price
$206.66
$10.96 premium
Margin of Safety
+11.6%
Fair Value
$334.62
Current Price
$302.22
$32.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
17.4% revenue growth
Every $100 of equity generates 41 in profit
Revenue surging 43.6% year-over-year
Earnings expanding 77.7% YoY
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
1.7% earnings growth
Premium valuation, high expectations priced in
Trading at 15.7x book value
6.7% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BELFA
The strongest argument for BELFA centers on Revenue Growth. Revenue growth of 17.4% demonstrates continued momentum.
Bull Case : CLS
The strongest argument for CLS centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 43.6% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : BELFA
The primary concerns for BELFA are PEG Ratio, EPS Growth, P/E Ratio. A P/E of 40.8x leaves little room for execution misses.
Bear Case : CLS
The primary concerns for CLS are Price/Book, Profit Margin, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Key Dynamics to Monitor
BELFA profiles as a growth stock while CLS is a hypergrowth play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.38 — expect wider price swings.
CLS is growing revenue faster at 43.6% — sustainability is the question.
CLS generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 59/100) and 43.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bel Fuse A Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Bel Fuse Inc. designs, manufactures, markets, and sells products used in the networking, telecommunications, high-speed data transmission, commercial aerospace, military, broadcasting, transportation, and consumer electronics industries in the United States, Macao, United States. United. Kingdom, Slovakia, Germany, Switzerland and internationally. The company is headquartered in Jersey City, New Jersey.
Celestica Inc.
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Celestica Inc. provides hardware platforms and supply chain solutions in North America, Europe, and Asia. The company is headquartered in Toronto, Canada.
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