Celestica Inc. (CLS)vsAlphabet Inc Class C (GOOG)
CLS
Celestica Inc.
$375.55
-2.51%
TECHNOLOGY · Cap: $44.29B
GOOG
Alphabet Inc Class C
$397.05
+0.44%
COMMUNICATION SERVICES · Cap: $4.79T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 2964% more annual revenue ($422.50B vs $13.79B). GOOG leads profitability with a 37.9% profit margin vs 7.0%. CLS appears more attractively valued with a PEG of 1.00. GOOG earns a higher WallStSmart Score of 73/100 (B).
CLS
Strong Buy68
out of 100
Grade: B-
GOOG
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLS.
Margin of Safety
+2.2%
Fair Value
$404.18
Current Price
$397.05
$7.13 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
Mega-cap, among the largest globally
Every $100 of equity generates 39 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 20.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.6x book value
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 : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : CLS
The primary concerns for CLS are Profit Margin, P/E Ratio, Price/Book. A P/E of 46.8x leaves little room for execution misses.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while GOOG is a growth play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.48 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
GOOG generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (73/100 vs 68/100), backed by strong 37.9% margins and 21.8% revenue growth. Both earn "Strong Buy" and "Strong 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.
Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
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