Celestica Inc. (CLS)vsTE Connectivity Ltd (TEL)
CLS
Celestica Inc.
$269.10
-5.35%
TECHNOLOGY · Cap: $31.00B
TEL
TE Connectivity Ltd
$195.84
-1.29%
TECHNOLOGY · Cap: $57.49B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 46% more annual revenue ($18.09B vs $12.39B). TEL leads profitability with a 11.4% profit margin vs 6.7%. CLS appears more attractively valued with a PEG of 1.00. TEL earns a higher WallStSmart Score of 74/100 (B).
CLS
Strong Buy68
out of 100
Grade: B-
TEL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.8%
Fair Value
$317.30
Current Price
$269.10
$48.20 discount
Margin of Safety
+28.7%
Fair Value
$320.58
Current Price
$195.84
$124.74 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
Large-cap with strong market position
Strong operational efficiency at 20.9%
Revenue surging 21.7% year-over-year
Earnings expanding 44.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 14.0x book value
6.7% margin — thin
Moderate valuation
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 : TEL
The strongest argument for TEL centers on Market Cap, Operating Margin, Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum. PEG of 1.15 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 : TEL
The primary concerns for TEL are P/E Ratio.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while TEL is a growth 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.
TEL generates stronger free cash flow (607M), providing more financial flexibility.
Bottom Line
TEL scores higher overall (74/100 vs 68/100) and 21.7% 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.
TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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