Celestica Inc. (CLS)vsSeagate Technology PLC (STX)
CLS
Celestica Inc.
$420.73
+0.43%
TECHNOLOGY · Cap: $48.17B
STX
Seagate Technology PLC
$771.01
+4.40%
TECHNOLOGY · Cap: $163.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 25% more annual revenue ($13.79B vs $11.01B). STX leads profitability with a 21.6% profit margin vs 7.0%. STX appears more attractively valued with a PEG of 0.50. STX earns a higher WallStSmart Score of 76/100 (B+).
CLS
Strong Buy68
out of 100
Grade: B-
STX
Strong Buy76
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
Growing faster than its price suggests
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 23.1x book value
Premium valuation, high expectations priced in
Trading at 367.1x book value
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 : STX
The strongest argument for STX centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bear Case : CLS
The primary concerns for CLS are Profit Margin, P/E Ratio, Price/Book. A P/E of 50.8x leaves little room for execution misses.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 1.63 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
STX generates stronger free cash flow (953M), providing more financial flexibility.
Bottom Line
STX scores higher overall (76/100 vs 68/100), backed by strong 21.6% margins and 44.1% 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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