Celestica Inc. (CLS)vsVertiv Holdings Co (VRT)
CLS
Celestica Inc.
$380.99
+1.45%
TECHNOLOGY · Cap: $43.18B
VRT
Vertiv Holdings Co
$367.92
+8.22%
INDUSTRIALS · Cap: $130.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 27% more annual revenue ($13.79B vs $10.84B). VRT leads profitability with a 14.4% 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-
VRT
Strong Buy67
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
Every $100 of equity generates 45 in profit
Revenue surging 30.1% year-over-year
Earnings expanding 135.7% YoY
Large-cap with strong market position
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 20.9x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 35.7x 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 : VRT
The strongest argument for VRT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : CLS
The primary concerns for CLS are Profit Margin, P/E Ratio, Price/Book. A P/E of 45.5x leaves little room for execution misses.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 85.4x leaves little room for execution misses.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while VRT is a growth play — different risk/reward profiles.
VRT carries more volatility with a beta of 2.10 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
VRT generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 67/100) and 52.8% 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.
Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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