COMPARE · Reviewed August 1, 2026
CLS vs OLED
Verdict: Side-by-side breakdown using the Bull Rankings model. CLS scored 67.3, OLED scored 67.1 — CLS leads.
Compare another set
CLS
Celestica Inc.
67.3
$331.44 · $38.1B
fundamentals as of
Score gap
0.2
CLS leads
OLED
Universal Display Corporation
67.1
$80.16 · $3.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
CLS
stronger →← stronger
OLED
74
Qualityreturns · margins · balance sheet
79
100
Growthrevenue & earnings expansion
50
41
Valuevaluation vs sector peers
76
OLED is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CLS
OLED
$519mC+
FCF
$220mC
+47.3%A
Rev
-8.3%D
0.40B
D/E
—
36.4xB
P/E
19.4xB+
1.00B+
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
CLS
OLED
344% above
Price vs fair valuelower is cheaper
13% below
~58%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
-83%
1-yr DCF upside
-2%
-77%
5-yr DCF upside
+15%
-67%
10-yr DCF upside
+45%
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
OLED
Why this score
- Raising its dividend
- Revenue shrinking
The companies
CLSCelestica Inc.
Why now
Electronic Components · market cap $38.1b. Down 30% from 52-week high of $474.03 — deep drawdown territory. Revenue growing +47% — in hypergrowth territory. 18 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $466.56 (implying +41% upside).
Moat
ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 30% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 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 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
OLEDUniversal Display Corporation
Why now
Electronic Components · market cap $3.7b. Down 48% from 52-week high of $153.38 — deep drawdown territory. Revenue -8% — in contraction; any catalyst that reverses this triggers re-rating. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $125.89 (implying +57% upside).
Moat
Net margin 32% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -8% — the operational turn is not yet visible in the top line. Down 48% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.