COMPARE · Reviewed August 3, 2026
CLS vs JBL
Verdict: Side-by-side breakdown using the Bull Rankings model. CLS scored 67.8, JBL scored 65.5 — CLS leads.
Compare another set
CLS
Celestica Inc.
67.8
$341.91 · $39.3B
fundamentals as of
Score gap
2.3
CLS leads
JBL
Jabil Inc.
65.5
$318.39 · $33.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
CLS
stronger →← stronger
JBL
74
Qualityreturns · margins · balance sheet
72
100
Growthrevenue & earnings expansion
72
42
Valuevaluation vs sector peers
55
CLS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CLS
JBL
$519mC+
FCF
$1.3bC+
+47.3%A
Rev
+17.8%B+
0.40B
D/E
2.97D
37.5xB
P/E
39.8xB
1.00B+
PEG
0.82B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CLS
JBL
358% above
Price vs fair valuelower is cheaper
36% above
~59%/yr
Growth the price implies10-yr FCF · lower = less priced in
~23%/yr
-83%
1-yr DCF upside
-44%
-78%
5-yr DCF upside
-26%
-68%
10-yr DCF upside
+8%
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
JBL
Why this score
- Buying back stock
- Durable high returns
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.
JBLJabil Inc.
Why now
Electronic Components · market cap $33.4b. Down 26% from 52-week high of $428.93 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.82 — paying under fair value for the growth rate. 9 sell-side analysts publish a mean 1-yr target of $441.44 (implying +39% upside).
Moat
ROE 65% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 152% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.97 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 40x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 2.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.