COMPARE · Reviewed July 29, 2026
CLS vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. CLS scored 66.8, WDC scored 51.1 — CLS leads.
Compare another set
CLS
Celestica Inc
66.8
$351.76 · $53.1B
Score gap
15.7
CLS leads
WDC
Western Digital Corp
51.1
$531.47 · $150.9B
The model, pillar by pillar (0–100 each)
CLS
stronger →← stronger
WDC
75
Qualityreturns · margins · balance sheet
79
100
Growthrevenue & earnings expansion
53
40
Valuevaluation vs sector peers
32
CLS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CLS
WDC
$492mC
FCF
$2.9bB
+36.7%A
Rev
+10.3%B
0.35B+
D/E
0.89B
39.4xC
P/E
23.2xB
1.07B+
PEG
2.25C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CLS
WDC
636% above
Price vs fair valuelower is cheaper
418% above
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~55%/yr
-90%
1-yr DCF upside
-82%
-86%
5-yr DCF upside
-81%
-81%
10-yr DCF upside
-78%
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
WDC
No notable signals flagged.
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.
WDCWestern Digital Corp
Why now
Technology · market cap $150.9b. Down 34% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median.
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 91% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $150.9b 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 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.25 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 12.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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.