Celestica Inc. (CLS)vsUSA Rare Earth, Inc. (USAR)
CLS
Celestica Inc.
$375.55
-2.51%
TECHNOLOGY · Cap: $44.29B
USAR
USA Rare Earth, Inc.
$26.96
+2.20%
BASIC MATERIALS · Cap: $6.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 839176% more annual revenue ($13.79B vs $1.64M). CLS leads profitability with a 7.0% profit margin vs 0.0%. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
USAR
Avoid21
out of 100
Grade: F
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
No standout strengths identified
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 20.6x book value
Trading at 8.1x book value
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
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 : USAR
USAR has a balanced fundamental profile.
Bear Case : CLS
The primary concerns for CLS are Profit Margin, P/E Ratio, Price/Book. A P/E of 46.8x leaves little room for execution misses.
Bear Case : USAR
The primary concerns for USAR are Price/Book, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.42 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
CLS generates stronger free cash flow (127M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 21/100) and 52.8% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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