Celestica Inc. (CLS)vsSandisk Corp (SNDK)
CLS
Celestica Inc.
$420.73
+0.43%
TECHNOLOGY · Cap: $48.17B
SNDK
Sandisk Corp
$1,096.51
+3.04%
TECHNOLOGY · Cap: $161.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 5% more annual revenue ($13.79B vs $13.18B). SNDK leads profitability with a 34.2% profit margin vs 7.0%. SNDK trades at a lower P/E of 37.5x. SNDK earns a higher WallStSmart Score of 69/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
SNDK
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLS.
Margin of Safety
-52.4%
Fair Value
$413.56
Current Price
$1096.51
$682.95 premium
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
Every $100 of equity generates 39 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 70.0%
Revenue surging 251.0% year-over-year
Earnings expanding 618.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 23.1x book value
Premium valuation, high expectations priced in
Trading at 15.9x book value
Grey zone — moderate risk
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 : SNDK
The strongest argument for SNDK centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 34.2% and operating margin at 70.0%. Revenue growth of 251.0% demonstrates continued momentum.
Bear Case : CLS
The primary concerns for CLS are Profit Margin, P/E Ratio, Price/Book. A P/E of 50.8x leaves little room for execution misses.
Bear Case : SNDK
The primary concerns for SNDK are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while SNDK is a growth play — different risk/reward profiles.
SNDK is growing revenue faster at 251.0% — sustainability is the question.
SNDK generates stronger free cash flow (980M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNDK scores higher overall (69/100 vs 68/100), backed by strong 34.2% margins and 251.0% 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.
Sandisk Corp
TECHNOLOGY · COMPUTER HARDWARE · USA
Sandisk Corporation (Ticker: SNDK) is a U.S.-based technology company that develops, manufactures, and sells data storage products and solutions built on NAND flash memory technology, including solid-state drives (SSDs), embedded storage, memory cards, and USB flash drives for consumer, enterprise, and cloud computing markets.
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