Celestica Inc. (CLS)vsRogers Corporation (ROG)
CLS
Celestica Inc.
$302.22
+0.23%
TECHNOLOGY · Cap: $34.73B
ROG
Rogers Corporation
$109.71
+5.00%
TECHNOLOGY · Cap: $1.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 1428% more annual revenue ($12.39B vs $810.80M). CLS leads profitability with a 6.7% profit margin vs -7.6%. ROG appears more attractively valued with a PEG of 0.77. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
ROG
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.6%
Fair Value
$334.62
Current Price
$302.22
$32.40 discount
Intrinsic value data unavailable for ROG.
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
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
Trading at 15.7x book value
6.7% margin — thin
Premium valuation, high expectations priced in
4.8% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -5.1% — below average capital efficiency
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 : ROG
The strongest argument for ROG centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.77 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 : ROG
The primary concerns for ROG are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while ROG is a turnaround play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.38 — expect wider price swings.
CLS is growing revenue faster at 43.6% — sustainability is the question.
CLS generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 43/100) and 43.6% revenue growth. Both earn "Strong Buy" and "Hold" 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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