Celestica Inc. (CLS)vsDell Technologies Inc (DELL)
CLS
Celestica Inc.
$420.73
+0.43%
TECHNOLOGY · Cap: $48.17B
DELL
Dell Technologies Inc
$211.64
+0.70%
TECHNOLOGY · Cap: $136.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 723% more annual revenue ($113.54B vs $13.79B). CLS leads profitability with a 7.0% profit margin vs 5.2%. DELL appears more attractively valued with a PEG of 0.87. DELL earns a higher WallStSmart Score of 75/100 (B+).
CLS
Strong Buy68
out of 100
Grade: B-
DELL
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLS.
Margin of Safety
+80.8%
Fair Value
$644.85
Current Price
$211.64
$433.21 discount
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 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 23.1x book value
Distress zone — elevated risk
5.2% 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 : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.87 suggests the stock is reasonably priced for its growth.
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 : DELL
The primary concerns for DELL are Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
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.
DELL generates stronger free cash flow (4.0B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DELL scores higher overall (75/100 vs 68/100) and 39.5% 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.
Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
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