COMPARE · Reviewed July 29, 2026
CLS vs SMCI
Verdict: Side-by-side breakdown using the Bull Rankings model. CLS scored 66.8, SMCI scored 70.6 — SMCI leads.
Compare another set
CLS
Celestica Inc
66.8
$351.76 · $53.1B
Score gap
3.8
SMCI leads
SMCI
Super Micro Computer, Inc.
70.6
$27.86 · $18.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
CLS
stronger →← stronger
SMCI
75
Qualityreturns · margins · balance sheet
53
100
Growthrevenue & earnings expansion
100
40
Valuevaluation vs sector peers
66
CLS and SMCI split the three pillars evenly.
Fundamentals, head-to-head
CLS
SMCI
$492mC
FCF
-$6.8bF
+36.7%A
Rev
+56.2%A
0.35B+
D/E
1.21C
39.4xC
P/E
—
1.07B+
PEG
0.91B+
—
P/S
0.5xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CLS
SMCI
636% above
Price vs fair valuelower is cheaper
—
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-90%
1-yr DCF upside
—
-86%
5-yr DCF upside
—
-81%
10-yr DCF upside
—
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
SMCI
Why this score
- Durable high returns
The companies
CLSCelestica Inc
Why now
Electrical Equipment · market cap $53.1b. Down 46% from 52-week high of $655.50 — deep drawdown territory. Revenue growing +37% — in hypergrowth territory.
Moat
ROE 47% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $53.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.74 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 39x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
SMCISuper Micro Computer, Inc.
Why now
Computer Hardware · market cap $18.0b. Down 55% from 52-week high of $62.36 — deep drawdown territory. Revenue growing +56% — in hypergrowth territory. PEG 0.91 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $37.81 (implying +36% 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.
Risk
Free cash flow is negative (-$6.8b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 55% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.94 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.