Celestica Inc. (CLS)vsMorgan Stanley (MS)
CLS
Celestica Inc.
$375.55
-2.51%
TECHNOLOGY · Cap: $44.29B
MS
Morgan Stanley
$193.09
+1.54%
FINANCIAL SERVICES · Cap: $299.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Morgan Stanley generates 431% more annual revenue ($73.17B vs $13.79B). MS leads profitability with a 24.7% profit margin vs 7.0%. CLS appears more attractively valued with a PEG of 1.00. MS earns a higher WallStSmart Score of 73/100 (B).
CLS
Strong Buy68
out of 100
Grade: B-
MS
Strong Buy73
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
Strong operational efficiency at 40.6%
Keeps 25 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
16.3% revenue growth
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 20.6x book value
Expensive relative to growth rate
Weak financial health signals
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 : MS
The strongest argument for MS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 24.7% and operating margin at 40.6%. Revenue growth of 16.3% 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 : MS
The primary concerns for MS are PEG Ratio, Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while MS is a growth play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.48 — 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
MS scores higher overall (73/100 vs 68/100), backed by strong 24.7% margins and 16.3% 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.
Morgan Stanley
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?