Celestica Inc. (CLS)vsJabil Circuit Inc (JBL)
CLS
Celestica Inc.
$206.61
+0.51%
TECHNOLOGY · Cap: $34.87B
JBL
Jabil Circuit Inc
$239.09
+1.16%
TECHNOLOGY · Cap: $29.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 131% more annual revenue ($35.95B vs $15.59B). CLS leads profitability with a 7.2% profit margin vs 2.9%. JBL appears more attractively valued with a PEG of 0.82. JBL earns a higher WallStSmart Score of 71/100 (B).
CLS
Strong Buy67
out of 100
Grade: B-
JBL
Strong Buy71
out of 100
Grade: B
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
Every $100 of equity generates 65 in profit
Earnings expanding 88.8% YoY
Growing faster than its price suggests
Revenue surging 28.6% year-over-year
Areas to Watch
Moderate valuation
Trading at 10.7x book value
7.2% margin — thin
Moderate valuation
Trading at 15.5x book value
Grey zone — moderate risk
2.9% margin — thin
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 : JBL
The strongest argument for JBL centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 28.6% demonstrates continued momentum. PEG of 0.82 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 : JBL
The primary concerns for JBL are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 2.49 is elevated, increasing financial risk. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while JBL is a growth play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.32 — expect wider price swings.
CLS is growing revenue faster at 62.4% — sustainability is the question.
JBL generates stronger free cash flow (638M), providing more financial flexibility.
Bottom Line
JBL scores higher overall (71/100 vs 67/100) and 28.6% 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.
Jabil Circuit Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Jabil Inc. provides global manufacturing solutions and services. The company is headquartered in Saint Petersburg, Florida.
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