Celestica Inc. (CLS)vsTTM Technologies Inc (TTMI)
CLS
Celestica Inc.
$302.22
+0.23%
TECHNOLOGY · Cap: $34.73B
TTMI
TTM Technologies Inc
$108.00
+0.94%
TECHNOLOGY · Cap: $11.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Celestica Inc. generates 326% more annual revenue ($12.39B vs $2.91B). CLS leads profitability with a 6.7% profit margin vs 6.1%. TTMI appears more attractively valued with a PEG of 0.36. CLS earns a higher WallStSmart Score of 68/100 (B-).
CLS
Strong Buy68
out of 100
Grade: B-
TTMI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.6%
Fair Value
$334.62
Current Price
$302.22
$32.40 discount
Margin of Safety
-16.9%
Fair Value
$78.62
Current Price
$108.00
$29.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 41 in profit
Revenue surging 43.6% year-over-year
Earnings expanding 77.7% YoY
Growing faster than its price suggests
Growing faster than its price suggests
19.0% revenue growth
Areas to Watch
Trading at 15.7x book value
6.7% margin — thin
Premium valuation, high expectations priced in
6.1% margin — thin
Premium valuation, high expectations priced in
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 43.6% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bear Case : CLS
The primary concerns for CLS are Price/Book, Profit Margin, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Bear Case : TTMI
The primary concerns for TTMI are Profit Margin, P/E Ratio, Free Cash Flow. A P/E of 63.7x leaves little room for execution misses.
Key Dynamics to Monitor
CLS profiles as a hypergrowth stock while TTMI is a growth play — different risk/reward profiles.
TTMI carries more volatility with a beta of 1.76 — expect wider price swings.
CLS is growing revenue faster at 43.6% — sustainability is the question.
CLS generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
CLS scores higher overall (68/100 vs 63/100) and 43.6% 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.
TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
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