Celestica Inc. (CLS)vsKnowles Cor (KN)
CLS
Celestica Inc.
$425.08
+1.88%
TECHNOLOGY · Cap: $45.20B
KN
Knowles Cor
$37.26
-5.34%
TECHNOLOGY · Cap: $3.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 2145% more annual revenue ($13.79B vs $614.10M). KN leads profitability with a 9.1% profit margin vs 7.0%. KN appears more attractively valued with a PEG of 0.43. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
KN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLS.
Margin of Safety
-86.8%
Fair Value
$14.45
Current Price
$37.26
$22.81 premium
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
Growing faster than its price suggests
Conservative balance sheet, low leverage
15.8% revenue growth
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 23.3x book value
Grey zone — moderate risk
ROE of 7.2% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : KN
The strongest argument for KN centers on PEG Ratio, Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum. PEG of 0.43 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 : KN
The primary concerns for KN are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 52.7x leaves little room for execution misses.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while KN is a growth play — different risk/reward profiles.
KN carries more volatility with a beta of 1.56 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
CLS generates stronger free cash flow (127M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 56/100) 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.
Knowles Cor
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Knowles Corporation designs, manufactures and sells microacoustic, audio processing and precision device solutions for the mobile consumer electronics, communications, medical technology, defense, electric and industrial vehicle markets. The company is headquartered in Itasca, Illinois.
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