Celestica Inc. (CLS)vsMedline Inc. Class A Common Stock (MDLN)
CLS
Celestica Inc.
$302.22
+0.23%
TECHNOLOGY · Cap: $34.73B
MDLN
Medline Inc. Class A Common Stock
$42.67
+1.52%
HEALTHCARE · Cap: $34.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 129% more annual revenue ($28.43B vs $12.39B). CLS leads profitability with a 6.7% profit margin vs 4.1%. MDLN trades at a lower P/E of 29.9x. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
MDLN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.6%
Fair Value
$334.62
Current Price
$302.22
$32.40 discount
Margin of Safety
+32.7%
Fair Value
$66.92
Current Price
$42.67
$24.25 discount
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
No standout strengths identified
Areas to Watch
Trading at 15.7x book value
6.7% margin — thin
Premium valuation, high expectations priced in
Moderate valuation
ROE of 6.5% — below average capital efficiency
4.1% margin — thin
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 43.6% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : MDLN
Revenue growth of 14.8% demonstrates continued momentum.
Bear Case : CLS
The primary concerns for CLS are Price/Book, Profit Margin, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while MDLN is a value play — different risk/reward profiles.
CLS is growing revenue faster at 43.6% — sustainability is the question.
CLS generates stronger free cash flow (158M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CLS scores higher overall (68/100 vs 52/100) and 43.6% revenue growth. MDLN offers better value entry with a 32.7% margin of safety. 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.
Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
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