British American Tobacco p.l.c. (BTI)vsCelestica Inc. (CLS)
BTI
British American Tobacco p.l.c.
$57.76
-0.28%
CONSUMER DEFENSIVE · Cap: $125.28B
CLS
Celestica Inc.
$302.22
+0.23%
TECHNOLOGY · Cap: $34.73B
Smart Verdict
WallStSmart Research — data-driven comparison
British American Tobacco p.l.c. generates 107% more annual revenue ($25.61B vs $12.39B). BTI leads profitability with a 30.3% profit margin vs 6.7%. BTI appears more attractively valued with a PEG of 0.41. CLS earns a higher WallStSmart Score of 68/100 (B-).
BTI
Buy64
out of 100
Grade: C+
CLS
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.2%
Fair Value
$43.34
Current Price
$57.76
$14.42 premium
Margin of Safety
+11.6%
Fair Value
$334.62
Current Price
$302.22
$32.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 34.6%
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
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
Areas to Watch
0.1% revenue growth
1.6% earnings growth
Trading at 15.7x book value
6.7% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BTI
The strongest argument for BTI centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 30.3% and operating margin at 34.6%. PEG of 0.41 suggests the stock is reasonably priced for its growth.
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.
Bear Case : BTI
The primary concerns for BTI are Revenue Growth, EPS Growth.
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.
Key Dynamics to Monitor
BTI profiles as a value stock while CLS is a hypergrowth 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.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 64/100) 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.
British American Tobacco p.l.c.
CONSUMER DEFENSIVE · TOBACCO · USA
British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.
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.
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