Celestica Inc. (CLS)vsMedline Inc. Class A Common Stock (MDLN)
CLS
Celestica Inc.
$380.99
+1.45%
TECHNOLOGY · Cap: $43.18B
MDLN
Medline Inc. Class A Common Stock
$39.25
-0.68%
HEALTHCARE · Cap: $35.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 111% more annual revenue ($29.14B vs $13.79B). CLS leads profitability with a 7.0% profit margin vs 3.3%. MDLN trades at a lower P/E of 36.7x. 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
Intrinsic value data unavailable for CLS.
Margin of Safety
+69.5%
Fair Value
$147.84
Current Price
$39.25
$108.59 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
Earnings expanding 1258.0% YoY
Reasonable price relative to book value
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 20.9x book value
Premium valuation, high expectations priced in
ROE of 6.0% — below average capital efficiency
3.3% margin — thin
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 : MDLN
The strongest argument for MDLN centers on EPS Growth, Price/Book. Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : CLS
The primary concerns for CLS are Profit Margin, P/E Ratio, Price/Book. A P/E of 45.5x leaves little room for execution misses.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 3.3% 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 52.8% — sustainability is the question.
MDLN generates stronger free cash flow (316M), 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 52.8% revenue growth. MDLN offers better value entry with a 69.5% 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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