COMPARE · Reviewed August 3, 2026
APH vs CLS
Verdict: Side-by-side breakdown using the Bull Rankings model. APH scored 65.5, CLS scored 67.8 — CLS leads.
Compare another set
APH
Amphenol Corporation
65.5
$163.34 · $200.9B
fundamentals as of
Score gap
2.3
CLS leads
CLS
Celestica Inc.
67.8
$341.91 · $39.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
APH
stronger →← stronger
CLS
78
Qualityreturns · margins · balance sheet
74
98
Growthrevenue & earnings expansion
100
37
Valuevaluation vs sector peers
42
CLS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APH
CLS
$4.7bB
FCF
$519mC+
+54.2%A
Rev
+47.3%A
1.20C
D/E
0.40B
40.8xB
P/E
37.5xB
1.07B+
PEG
1.00B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
APH
CLS
135% above
Price vs fair valuelower is cheaper
358% above
~36%/yr
Growth the price implies10-yr FCF · lower = less priced in
~59%/yr
-66%
1-yr DCF upside
-83%
-57%
5-yr DCF upside
-78%
-41%
10-yr DCF upside
-68%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
APH
Why this score
- Raising its dividend
- Durable high returns
CLS
Why this score
- Durable high returns
The companies
APHAmphenol Corporation
Why now
Electronic Components · market cap $200.9b. 9% off the 52-week high of $178.52. Revenue growing +54% — in hypergrowth territory. 17 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $198.06 (implying +21% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $200.9b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 41x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
CLSCelestica Inc.
Why now
Electronic Components · market cap $39.3b. Down 28% from 52-week high of $474.03 — deep drawdown territory. Revenue growing +47% — in hypergrowth territory. 17 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $471.70 (implying +38% upside).
Moat
ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Beta 1.52 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 38x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.