Celestica Inc. (CLS)vsFlex Ltd (FLEX)
CLS
Celestica Inc.
$206.61
+0.51%
TECHNOLOGY · Cap: $34.87B
FLEX
Flex Ltd
$69.78
+4.56%
TECHNOLOGY · Cap: $34.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 88% more annual revenue ($29.27B vs $15.59B). CLS leads profitability with a 7.2% profit margin vs 3.3%. FLEX appears more attractively valued with a PEG of 0.94. CLS earns a higher WallStSmart Score of 67/100 (B-).
CLS
Strong Buy67
out of 100
Grade: B-
FLEX
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 62.4% year-over-year
Earnings expanding 74.2% YoY
Every $100 of equity generates 20 in profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 52.0% YoY
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Areas to Watch
Moderate valuation
Trading at 10.7x book value
7.2% margin — thin
Premium valuation, high expectations priced in
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CLS
The strongest argument for CLS centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 62.4% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : FLEX
The strongest argument for FLEX centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bear Case : CLS
The primary concerns for CLS are P/E Ratio, Price/Book, Profit Margin.
Bear Case : FLEX
The primary concerns for FLEX are P/E Ratio, Profit Margin, Operating Margin. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while FLEX is a growth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.66 — expect wider price swings.
CLS is growing revenue faster at 62.4% — sustainability is the question.
FLEX generates stronger free cash flow (260M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (67/100 vs 65/100) and 62.4% 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.
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.
Flex Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Flex Ltd. provides design, engineering, manufacturing and supply chain services and solutions to OEMs in Asia, the Americas and Europe. The company is headquartered in Singapore.
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