Celestica Inc. (CLS)vsFlex Ltd (FLEX)
CLS
Celestica Inc.
$420.73
+0.43%
TECHNOLOGY · Cap: $48.17B
FLEX
Flex Ltd
$96.45
+5.02%
TECHNOLOGY · Cap: $33.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 95% more annual revenue ($26.83B vs $13.79B). CLS leads profitability with a 7.0% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
FLEX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLS.
Margin of Safety
+43.3%
Fair Value
$114.26
Current Price
$96.45
$17.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 52 in profit
Revenue surging 52.8% year-over-year
Earnings expanding 147.3% YoY
Growing faster than its price suggests
Growing faster than its price suggests
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 23.1x book value
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Earnings declined 4.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CLS
The strongest argument for CLS centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 52.8% 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 PEG Ratio. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bear Case : CLS
The primary concerns for CLS are Profit Margin, P/E Ratio, Price/Book. A P/E of 50.8x leaves little room for execution misses.
Bear Case : FLEX
The primary concerns for FLEX are Profit Margin, Debt/Equity, P/E Ratio. A P/E of 41.1x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while FLEX is a value play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.45 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
FLEX generates stronger free cash flow (272M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 52/100) and 52.8% revenue growth. FLEX offers better value entry with a 43.3% margin of safety. 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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