WallStSmart

Celestica Inc. (CLS)vsLittelfuse Inc (LFUS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Celestica Inc. generates 454% more annual revenue ($13.79B vs $2.49B). CLS leads profitability with a 7.0% profit margin vs -1.6%. CLS appears more attractively valued with a PEG of 1.00. CLS earns a higher WallStSmart Score of 68/100 (B-).

CLS

Strong Buy

68

out of 100

Grade: B-

Growth: 10.0Profit: 7.0Value: 5.7Quality: 7.0
Piotroski: 6/9Altman Z: 2.87

LFUS

Buy

50

out of 100

Grade: C-

Growth: 6.7Profit: 4.5Value: 3.0Quality: 8.0
Piotroski: 5/9Altman Z: 2.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CLS.

LFUSSignificantly Overvalued (-58.0%)

Margin of Safety

-58.0%

Fair Value

$226.57

Current Price

$489.10

$262.53 premium

UndervaluedFair: $226.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLS4 strengths · Avg: 9.5/10
Return on EquityProfitability
46.9%10/10

Every $100 of equity generates 47 in profit

Revenue GrowthGrowth
52.8%10/10

Revenue surging 52.8% year-over-year

EPS GrowthGrowth
147.3%10/10

Earnings expanding 147.3% YoY

PEG RatioValuation
1.008/10

Growing faster than its price suggests

LFUS3 strengths · Avg: 9.3/10
EPS GrowthGrowth
69.1%10/10

Earnings expanding 69.1% YoY

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
18.5%8/10

18.5% revenue growth

Areas to Watch

CLS3 concerns · Avg: 3.0/10
Price/BookValuation
19.8x4/10

Trading at 19.8x book value

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

P/E RatioValuation
42.6x2/10

Premium valuation, high expectations priced in

LFUS3 concerns · Avg: 1.7/10
PEG RatioValuation
2.792/10

Expensive relative to growth rate

Return on EquityProfitability
-1.6%2/10

ROE of -1.6% — below average capital efficiency

Profit MarginProfitability
-1.6%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull 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 : LFUS

The strongest argument for LFUS centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 18.5% demonstrates continued momentum.

Bear Case : CLS

The primary concerns for CLS are Price/Book, Profit Margin, P/E Ratio. A P/E of 42.6x leaves little room for execution misses.

Bear Case : LFUS

The primary concerns for LFUS are PEG Ratio, Return on Equity, Profit Margin.

Key Dynamics to Monitor

CLS profiles as a hypergrowth stock while LFUS is a growth play — different risk/reward profiles.

LFUS carries more volatility with a beta of 1.49 — expect wider price swings.

CLS is growing revenue faster at 52.8% — sustainability is the question.

CLS generates stronger free cash flow (127M), providing more financial flexibility.

Bottom Line

CLS scores higher overall (68/100 vs 50/100) and 52.8% 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.

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.

Littelfuse Inc

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in Asia-Pacific, the Americas, and Europe. The company is headquartered in Chicago, Illinois.

Visit Website →

Want to dig deeper into these stocks?