COMPARE · Reviewed August 3, 2026
CLS vs CTS
Verdict: Side-by-side breakdown using the Bull Rankings model. CLS scored 67.8, CTS scored 59.8 — CLS leads.
Compare another set
Different reporting periods. CLS's fundamentals are as of June 2026, but CTS's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CLS
Celestica Inc.
67.8
$341.91 · $39.3B
fundamentals as of
Score gap
8.0
CLS leads
CTS
CTS Corporation
59.8
$65.23 · $1.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
CLS
stronger →← stronger
CTS
74
Qualityreturns · margins · balance sheet
73
100
Growthrevenue & earnings expansion
70
42
Valuevaluation vs sector peers
42
CLS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CLS
CTS
$519mC+
FCF
$88mC-
+47.3%A
Rev
+7.8%B
0.40B
D/E
0.16B+
37.5xB
P/E
27.3xB+
1.00B+
PEG
1.65C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CLS
CTS
358% above
Price vs fair valuelower is cheaper
30% above
~59%/yr
Growth the price implies10-yr FCF · lower = less priced in
~13%/yr
-83%
1-yr DCF upside
-29%
-78%
5-yr DCF upside
-23%
-68%
10-yr DCF upside
-13%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CLS
Why this score
- Durable high returns
CTS
Why this score
- Buying back stock
The companies
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.
CTSCTS Corporation
Why now
Electronic Components · market cap $1.9b. 6% off the 52-week high of $69.55.
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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.