Celestica Inc. (CLS)vsKKR & Co LP (KKR)
CLS
Celestica Inc.
$375.55
-2.51%
TECHNOLOGY · Cap: $44.29B
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 84% more annual revenue ($25.38B vs $13.79B). KKR leads profitability with a 11.7% profit margin vs 7.0%. KKR appears more attractively valued with a PEG of 0.54. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
KKR
Hold48
out of 100
Grade: D+
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
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.3B in free cash flow
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 20.6x book value
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CLS
The strongest argument for CLS centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 52.8% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 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 46.8x leaves little room for execution misses.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while KKR is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
CLS is growing revenue faster at 52.8% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 48/100) and 52.8% revenue growth. Both earn "Strong Buy" and "Hold" 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.
KKR & Co LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.
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