COMPARE · Reviewed July 29, 2026
CLS vs VNT
Verdict: Side-by-side breakdown using the Bull Rankings model. CLS scored 66.8, VNT scored 70.1 — VNT leads.
Compare another set
CLS
Celestica Inc
66.8
$351.76 · $53.1B
Score gap
3.3
VNT leads
VNT
Vontier Corporation
70.1
$31.86 · $4.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
CLS
stronger →← stronger
VNT
75
Qualityreturns · margins · balance sheet
76
100
Growthrevenue & earnings expansion
61
40
Valuevaluation vs sector peers
75
CLS and VNT split the three pillars evenly.
Fundamentals, head-to-head
CLS
VNT
$492mC
FCF
$373mC
+36.7%A
Rev
+4.1%C+
0.35B+
D/E
1.53C
39.4xC
P/E
11.3xA
1.07B+
PEG
0.95B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CLS
VNT
636% above
Price vs fair valuelower is cheaper
19% below
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
-90%
1-yr DCF upside
+15%
-86%
5-yr DCF upside
+24%
-81%
10-yr DCF upside
+37%
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
VNT
Why this score
- Buying back stock
- 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.
VNTVontier Corporation
Why now
Scientific & Technical Instruments · market cap $4.5b. Down 34% from 52-week high of $48.20 — deep drawdown territory. PEG 0.95 — paying under fair value for the growth rate. 10 sell-side analysts publish a mean 1-yr target of $39.70 (implying +25% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 34% 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.