Celestica Inc. (CLS)vsMicron Technology Inc (MU)
CLS
Celestica Inc.
$302.22
+0.23%
TECHNOLOGY · Cap: $34.73B
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 369% more annual revenue ($58.12B vs $12.39B). MU leads profitability with a 41.5% profit margin vs 6.7%. MU appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 83/100 (A-).
CLS
Strong Buy68
out of 100
Grade: B-
MU
Exceptional Buy83
out of 100
Grade: A-
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
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 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
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 15.7x book value
6.7% margin — thin
Premium valuation, high expectations priced in
2.0% revenue growth
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 : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 41.5% and operating margin at 67.6%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
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 : MU
The primary concerns for MU are Revenue Growth.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while MU is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.54 — expect wider price swings.
CLS is growing revenue faster at 43.6% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (83/100 vs 68/100), backed by strong 41.5% margins. Both earn "Exceptional 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.
Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
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