Celestica Inc. (CLS)vsTrane Technologies plc (TT)
CLS
Celestica Inc.
$413.87
-0.91%
TECHNOLOGY · Cap: $48.17B
TT
Trane Technologies plc
$488.18
+2.25%
INDUSTRIALS · Cap: $107.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 57% more annual revenue ($21.60B vs $13.79B). TT leads profitability with a 13.4% profit margin vs 7.0%. CLS appears more attractively valued with a PEG of 1.00. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
TT
Buy52
out of 100
Grade: C-
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
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 22.7x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.6x book value
Earnings declined 2.1%
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 : TT
The strongest argument for TT centers on Return on Equity, Market Cap.
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 : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while TT is a value play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.35 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
TT generates stronger free cash flow (542M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 52/100) and 52.8% 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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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