COMPARE · Reviewed August 3, 2026
CLS vs P
Verdict: Side-by-side breakdown using the Bull Rankings model. CLS scored 67.8, P scored 67.1 — CLS leads.
Compare another set
CLS
Celestica Inc.
67.8
$341.91 · $39.3B
fundamentals as of
Score gap
0.7
CLS leads
P
Everpure, Inc.
67.1
$80.14 · $26.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
CLS
stronger →← stronger
P
74
Qualityreturns · margins · balance sheet
55
100
Growthrevenue & earnings expansion
97
42
Valuevaluation vs sector peers
56
CLS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CLS
P
$519mC+
FCF
$516mC+
+47.3%A
Rev
+21.0%A-
0.40B
D/E
1.27C
37.5xB
P/E
121.4xD
1.00B+
PEG
1.64C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CLS
P
358% above
Price vs fair valuelower is cheaper
203% above
~59%/yr
Growth the price implies10-yr FCF · lower = less priced in
~45%/yr
-83%
1-yr DCF upside
-74%
-78%
5-yr DCF upside
-67%
-68%
10-yr DCF upside
-53%
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
P
No notable signals flagged.
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.
PEverpure, Inc.
Why now
Computer Hardware · market cap $26.6b. Down 20% from 52-week high of $100.59 — deep drawdown territory. Revenue growing +21%, comfortably above the S&P median. 19 sell-side analysts publish a mean 1-yr target of $93.89 (implying +17% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 121.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.41 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.