Celestica Inc. (CLS)vsDeswell Industries Inc (DSWL)
CLS
Celestica Inc.
$302.22
+0.23%
TECHNOLOGY · Cap: $34.73B
DSWL
Deswell Industries Inc
$3.26
+1.87%
TECHNOLOGY · Cap: $55.93M
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 18227% more annual revenue ($12.39B vs $67.61M). DSWL leads profitability with a 16.5% profit margin vs 6.7%. DSWL appears more attractively valued with a PEG of 0.89. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
DSWL
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.6%
Fair Value
$334.62
Current Price
$302.22
$32.40 discount
Margin of Safety
+86.3%
Fair Value
$26.38
Current Price
$3.26
$23.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Trading at 15.7x book value
6.7% margin — thin
Premium valuation, high expectations priced in
2.5% revenue growth
Smaller company, higher risk/reward
Operating margin of 4.2%
Comparative Analysis Report
WallStSmart ResearchBull 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 : DSWL
The strongest argument for DSWL centers on P/E Ratio, Price/Book, Altman Z-Score. Profitability is solid with margins at 16.5% and operating margin at 4.2%. PEG of 0.89 suggests the stock is reasonably priced for its 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.
Bear Case : DSWL
The primary concerns for DSWL are Revenue Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while DSWL is a value 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.
CLS generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 61/100) and 43.6% revenue growth. DSWL offers better value entry with a 86.3% margin of safety. 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.
Deswell Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · China
Deswell Industries, Inc. manufactures and sells injection molded plastic parts and components, electronic products and sub-assemblies, and metal molds and accessory parts to original equipment manufacturers and contractors. The company is headquartered in Macau.
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