Celestica Inc. (CLS)vsJabil Circuit Inc (JBL)
CLS
Celestica Inc.
$362.91
-2.22%
TECHNOLOGY · Cap: $38.11B
JBL
Jabil Circuit Inc
$340.00
+6.79%
TECHNOLOGY · Cap: $33.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 115% more annual revenue ($33.59B vs $15.59B). CLS leads profitability with a 7.2% profit margin vs 2.6%. JBL appears more attractively valued with a PEG of 0.82. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
JBL
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 45 in profit
Revenue surging 62.4% year-over-year
Earnings expanding 74.2% YoY
Growing faster than its price suggests
Every $100 of equity generates 65 in profit
Growing faster than its price suggests
Earnings expanding 27.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 16.8x book value
7.2% margin — thin
Premium valuation, high expectations priced in
2.6% margin — thin
Weak financial health signals
Trading at 26.9x 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 62.4% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : JBL
The strongest argument for JBL centers on Return on Equity, PEG Ratio, EPS Growth. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : CLS
The primary concerns for CLS are P/E Ratio, Price/Book, Profit Margin.
Bear Case : JBL
The primary concerns for JBL are P/E Ratio, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.94 is elevated, increasing financial risk. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while JBL is a value play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.51 — expect wider price swings.
CLS is growing revenue faster at 62.4% — sustainability is the question.
JBL generates stronger free cash flow (351M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 67/100) and 62.4% 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.
Jabil Circuit Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Jabil Inc. provides global manufacturing solutions and services. The company is headquartered in Saint Petersburg, Florida.
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