Celestica Inc. (CLS)vsCorning Incorporated (GLW)
CLS
Celestica Inc.
$269.10
-5.35%
TECHNOLOGY · Cap: $31.00B
GLW
Corning Incorporated
$124.58
-6.39%
TECHNOLOGY · Cap: $114.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 26% more annual revenue ($15.63B vs $12.39B). GLW leads profitability with a 10.2% 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-).
CLS
Strong Buy68
out of 100
Grade: B-
GLW
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.8%
Fair Value
$317.30
Current Price
$269.10
$48.20 discount
Margin of Safety
-55.2%
Fair Value
$85.64
Current Price
$124.58
$38.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Earnings expanding 77.4% YoY
Large-cap with strong market position
Revenue surging 20.4% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 14.0x book value
6.7% margin — thin
Trading at 9.0x book value
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 43.6% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum. PEG of 1.45 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 : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 72.7x leaves little room for execution misses.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while GLW is a growth 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.
GLW generates stronger free cash flow (620M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 65/100) 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.
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.
Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
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