Celestica Inc. (CLS)vsMagnite Inc (MGNI)
CLS
Celestica Inc.
$380.99
+1.45%
TECHNOLOGY · Cap: $43.18B
MGNI
Magnite Inc
$13.37
-5.38%
COMMUNICATION SERVICES · Cap: $1.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 1808% more annual revenue ($13.79B vs $722.55M). MGNI leads profitability with a 22.0% profit margin vs 7.0%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
MGNI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLS.
Margin of Safety
+54.6%
Fair Value
$26.00
Current Price
$13.37
$12.63 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
Growing faster than its price suggests
Earnings expanding 230.0% YoY
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 20.9x book value
Smaller company, higher risk/reward
Operating margin of 4.7%
Negative free cash flow — burning cash
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 : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 22.0% and operating margin at 4.7%. PEG of 0.09 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 45.5x leaves little room for execution misses.
Bear Case : MGNI
The primary concerns for MGNI are Market Cap, Operating Margin, Free Cash Flow.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.32 — 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 68/100) and 52.8% revenue growth. MGNI offers better value entry with a 54.6% margin of safety. 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.
Magnite Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Magnite, Inc. operates an independent sales advertising platform in the United States and internationally. The company is headquartered in Los Angeles, California.
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