Celestica Inc. (CLS)vsRogers Corporation (ROG)
CLS
Celestica Inc.
$206.68
+0.51%
TECHNOLOGY · Cap: $34.87B
ROG
Rogers Corporation
$121.96
+5.37%
TECHNOLOGY · Cap: $2.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 1724% more annual revenue ($15.59B vs $854.90M). CLS leads profitability with a 7.2% profit margin vs 5.3%. ROG appears more attractively valued with a PEG of 0.77. CLS earns a higher WallStSmart Score of 67/100 (B-).
CLS
Strong Buy67
out of 100
Grade: B-
ROG
Buy61
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 62.4% year-over-year
Earnings expanding 74.2% YoY
Every $100 of equity generates 20 in profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 165.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 10.7x book value
7.2% margin — thin
5.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -4.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CLS
The strongest argument for CLS centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 62.4% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : ROG
The strongest argument for ROG centers on EPS Growth, Debt/Equity, Altman Z-Score. PEG of 0.77 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 : ROG
The primary concerns for ROG are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 53.2x leaves little room for execution misses.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while ROG is a value play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.32 — expect wider price swings.
CLS is growing revenue faster at 62.4% — sustainability is the question.
CLS generates stronger free cash flow (116M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (67/100 vs 61/100) and 62.4% revenue growth. 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.
Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
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