COMPARE · Data as of August 24, 2026
CLS vs OLED
Verdict: Side-by-side breakdown using the Bull Rankings model. CLS scored 67.2, OLED scored 63.4 — CLS leads.
Compare another set
CLS
Celestica, Inc.
67.2
$296.55 · $37.4B
fundamentals as of
Score gap
3.8
CLS leads
OLED
Universal Display Corporation
63.4
$85.75 · $3.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestOLED20.7x
- Fastest growthCLS+47.3%
- Strongest balance sheetOLED0.01
- Highest qualityOLED82 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CLS
stronger →← stronger
OLED
74
Qualityreturns · margins · balance sheet
82
95
Growthrevenue & earnings expansion
41
43
Valuevaluation vs sector peers
76
OLED is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CLS
OLED
$519mC+
FCF
$220mC
+47.3%A
Rev
-8.3%D
0.40B
D/E
0.01A
36.3xB
P/E
20.7xB+
1.00B+
PEG
1.00B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CLS
OLED
336% above
Price vs fair valuelower is cheaper
40% above
~57%/yr
Growth the price implies10-yr FCF · lower = less priced in
~18%/yr
-82%
1-yr DCF upside
-37%
-77%
5-yr DCF upside
-29%
-67%
10-yr DCF upside
-15%
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
OLED
Why this score
- Buying back stock
- Raising its dividend
The companies
CLSCelestica, Inc.
Why now
Electronic Components · market cap $37.4b. Down 37% 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 $473.26 (implying +60% upside).
Moat
ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.52 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 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
OLEDUniversal Display Corporation
Why now
Electronic Components · market cap $3.9b. Down 44% from 52-week high of $153.38 — deep drawdown territory. Revenue -8% — in contraction; any catalyst that reverses this triggers re-rating. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $115.37 (implying +35% upside).
Moat
Net margin 32% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -8% — the operational turn is not yet visible in the top line. Down 44% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.56 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
CLS leads OLED by 0.4 points (67.6 to 67.2), its sharpest advantage coming in Rev (grade A). A contrarian could still prefer OLED for its stronger D/E (grade A).
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where CLS and OLED diverge
On the headline score the gap is 3.8 points in favor of CLS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthCLS 94.8 · OLED 41.0CLS +53.8
- ValueCLS 43.4 · OLED 76.2OLED +32.8
- QualityCLS 73.9 · OLED 81.7OLED +7.8
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.