COMPARE · Reviewed July 29, 2026
CLS vs TEL
Verdict: Side-by-side breakdown using the Bull Rankings model. CLS scored 66.8, TEL scored 71.1 — TEL leads.
Compare another set
CLS
Celestica Inc
66.8
$351.76 · $53.1B
Score gap
4.3
TEL leads
TEL
TE Connectivity plc
71.1
$206.13 · $59.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
CLS
stronger →← stronger
TEL
75
Qualityreturns · margins · balance sheet
81
100
Growthrevenue & earnings expansion
84
40
Valuevaluation vs sector peers
52
TEL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CLS
TEL
$492mC
FCF
$3.3bB
+36.7%A
Rev
+16.5%B+
0.35B+
D/E
0.43B
39.4xC
P/E
20.2xB+
1.07B+
PEG
0.89B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CLS
TEL
636% above
Price vs fair valuelower is cheaper
12% above
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-90%
1-yr DCF upside
-21%
-86%
5-yr DCF upside
-11%
-81%
10-yr DCF upside
+6%
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
TEL
Why this score
- Buying back stock
- Raising its dividend
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.
TELTE Connectivity plc
Why now
Electronic Components · market cap $59.8b. 18% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $249.55 (implying +21% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.