Celestica Inc. (CLS)vsKLA Corporation (KLAC)
CLS
Celestica Inc.
$375.55
-2.51%
TECHNOLOGY · Cap: $44.29B
KLAC
KLA Corporation
$1,869.19
+6.01%
TECHNOLOGY · Cap: $230.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 5% more annual revenue ($13.79B vs $13.10B). KLAC leads profitability with a 35.7% profit margin vs 7.0%. CLS appears more attractively valued with a PEG of 1.00. KLAC earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
KLAC
Strong Buy68
out of 100
Grade: B-
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 95 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.2%
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 20.6x book value
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 44.8x 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 : KLAC
The strongest argument for KLAC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.7% and operating margin at 41.2%. Revenue growth of 11.5% 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 : KLAC
The primary concerns for KLAC are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 50.0x leaves little room for execution misses.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while KLAC is a mature play — different risk/reward profiles.
KLAC carries more volatility with a beta of 1.50 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
KLAC generates stronger free cash flow (622M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 68/100) and 52.8% 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.
KLA Corporation
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
KLA Corporation is a capital equipment company based in Milpitas, California. It supplies process control and yield management systems for the semiconductor industry and other related nanoelectronics industries. The company's products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packaging production, from research and development to final volume manufacturing.
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