WallStSmart

Celestica Inc. (CLS)vsVicor Corporation (VICR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Celestica Inc. generates 2939% more annual revenue ($12.39B vs $407.70M). VICR leads profitability with a 29.1% profit margin vs 6.7%. CLS trades at a lower P/E of 42.2x. CLS earns a higher WallStSmart Score of 68/100 (B-).

CLS

Strong Buy

68

out of 100

Grade: B-

Growth: 10.0Profit: 7.0Value: 8.7Quality: 5.0
Piotroski: 5/9

VICR

Buy

55

out of 100

Grade: C

Growth: 6.7Profit: 8.0Value: 3.0Quality: 7.8
Piotroski: 4/9Altman Z: 7.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLSUndervalued (+11.6%)

Margin of Safety

+11.6%

Fair Value

$334.62

Current Price

$302.22

$32.40 discount

UndervaluedFair: $334.62Overvalued
VICRSignificantly Overvalued (-31.1%)

Margin of Safety

-31.1%

Fair Value

$122.62

Current Price

$186.00

$63.38 premium

UndervaluedFair: $122.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLS4 strengths · Avg: 9.5/10
Return on EquityProfitability
40.5%10/10

Every $100 of equity generates 41 in profit

Revenue GrowthGrowth
43.6%10/10

Revenue surging 43.6% year-over-year

EPS GrowthGrowth
77.7%10/10

Earnings expanding 77.7% YoY

PEG RatioValuation
1.008/10

Growing faster than its price suggests

VICR2 strengths · Avg: 9.5/10
Altman Z-ScoreHealth
7.3710/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

Areas to Watch

CLS3 concerns · Avg: 3.0/10
Price/BookValuation
15.7x4/10

Trading at 15.7x book value

Profit MarginProfitability
6.7%3/10

6.7% margin — thin

P/E RatioValuation
42.2x2/10

Premium valuation, high expectations priced in

VICR3 concerns · Avg: 3.3/10
Price/BookValuation
11.8x4/10

Trading at 11.8x book value

EPS GrowthGrowth
3.5%4/10

3.5% earnings growth

P/E RatioValuation
68.9x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : VICR

The strongest argument for VICR centers on Altman Z-Score, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 15.1%. Revenue growth of 11.5% demonstrates continued momentum.

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 : VICR

The primary concerns for VICR are Price/Book, EPS Growth, P/E Ratio. A P/E of 68.9x leaves little room for execution misses.

Key Dynamics to Monitor

CLS profiles as a hypergrowth stock while VICR is a mature play — different risk/reward profiles.

VICR carries more volatility with a beta of 1.92 — 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 55/100) and 43.6% 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.

Vicor Corporation

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Vicor Corporation designs, develops, manufactures, and markets modular power components and power systems to convert electrical power in the United States, Europe, Asia Pacific, and internationally. The company is headquartered in Andover, Massachusetts.

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