Celestica Inc. (CLS)vsFlex Ltd (FLEX)
CLS
Celestica Inc.
$425.08
-2.06%
TECHNOLOGY · Cap: $45.20B
FLEX
Flex Ltd
$159.51
+3.13%
TECHNOLOGY · Cap: $54.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 102% more annual revenue ($27.91B vs $13.79B). CLS leads profitability with a 7.0% profit margin vs 3.1%. 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
Buy60
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 47 in profit
Revenue surging 52.8% year-over-year
Earnings expanding 147.3% YoY
Growing faster than its price suggests
Large-cap with strong market position
Growing faster than its price suggests
16.9% revenue growth
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 23.3x book value
Trading at 11.3x book value
3.1% margin — thin
Premium valuation, high expectations priced in
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 Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 16.9% 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 Profit Margin, P/E Ratio, Price/Book. A P/E of 47.6x leaves little room for execution misses.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, P/E Ratio. A P/E of 64.0x leaves little room for execution misses. Thin 3.1% 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 1.64 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
FLEX generates stronger free cash flow (211M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 60/100) and 52.8% 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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