Celestica Inc. (CLS)vsUniversal Display (OLED)
CLS
Celestica Inc.
$315.99
-8.82%
TECHNOLOGY · Cap: $39.39B
OLED
Universal Display
$83.56
+2.96%
TECHNOLOGY · Cap: $3.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 2469% more annual revenue ($15.59B vs $606.91M). OLED leads profitability with a 32.2% profit margin vs 7.2%. CLS appears more attractively valued with a PEG of 1.00. CLS earns a higher WallStSmart Score of 67/100 (B-).
CLS
Strong Buy67
out of 100
Grade: B-
OLED
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLS.
Margin of Safety
+60.5%
Fair Value
$334.53
Current Price
$83.56
$250.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 45 in profit
Revenue surging 62.4% year-over-year
Earnings expanding 74.2% YoY
Growing faster than its price suggests
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 35.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 14.7x book value
7.2% margin — thin
Weak financial health signals
Revenue declined 11.4%
Earnings declined 24.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CLS
The strongest argument for CLS centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 62.4% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 32.2% and operating margin at 35.3%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : CLS
The primary concerns for CLS are P/E Ratio, Price/Book, Profit Margin.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while OLED is a declining play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.56 — expect wider price swings.
CLS is growing revenue faster at 62.4% — sustainability is the question.
CLS generates stronger free cash flow (147M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (67/100 vs 58/100) and 62.4% revenue growth. OLED offers better value entry with a 60.5% 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.
Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?