Celestica makes the hardware behind other companies' hardware: contract-manufactured switches, servers and rack-scale systems for hyperscale cloud and AI data-center builders, plus the Connectivity and Cloud Solutions segment that sits in between. Its edge is the scale and qualification depth needed to build complex, high-volume AI networking gear on tight schedules, which is what keeps the customer base sticky. Revenue growth of 62.4% is the headline, and the near-term driver is continued ramp of AI infrastructure orders from its largest cloud customers. The stock trades at 37.1 times trailing earnings but 18.5 times forward, so the market is pricing a large earnings step-up, and the gross margin of 12.0% and operating margin of 9.8% show how much of that growth has to convert into profit to justify it. Worth a deeper look to test whether margins hold as volume scales.
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See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 10:03 CEST | Fair value | $205 | $221 | $269 |
| 21 Oct 2026, 11:06 CEST | Fair value | $221 | $231 | $300 |
| 21 Oct 2026, 11:06 CEST | Rating | Overvalued | first publication | $300 |
| 18 Oct 2026, 00:00 CEST | ACCE price target | $328 | $370 | $304 |
| 12 Oct 2026, 00:00 CEST | Fair value | $231 | $75.43 | $362 |
| 9 Oct 2026, 00:00 CEST | Fair value | $75.43 | $78.04 | $372 |
| 29 Sept 2026, 00:00 CEST | Fair value | $78.04 | $77.07 | $365 |
| 27 Sept 2026, 00:00 CEST | Fair value | $77.07 | $80.21 | $365 |
| 20 Sept 2026, 00:00 CEST | Fair value | $80.21 | $81.42 | $333 |
| 18 Sept 2026, 00:00 CEST | Fair value | $81.42 | $80.09 | $324 |
Answered from Celestica Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CLS Celestica Inc. Common Stock | $260.01 | $205 | 27% above | 27.0x | 52.7% | 66 | 59 |
| 6762.T TDK Corporation | ¥2780.50 | - | - | 15.3x | 11.6% | 59 | 68 |
| CLS.TO Celestica Inc. | C$376.69 | C$288 | 31% above | 28.3x | 52.7% | 66 | 58 |
| 4062.T Ibiden Co.,Ltd. | ¥8598.00 | - | - | 80.8x | 12.7% | 71 | 71 |
| FLEX Flex Ltd. Ordinary Shares | $76.69 | $60 | 27% above | 29.6x | 18.4% | 49 | 58 |
| JBL Jabil Inc. Common Stock | $267.41 | $289 | 8% below | 27.4x | 66.4% | 49 | 60 |
| 3008.TW Largan Precision | TWD 6175.00 | TWD 3492 | 77% above | 33.6x | 13.3% | 86 | 77 |
Where CLS ranks against its sector peers on each metric.