CLS vs NTES
Celestica Inc. vs NetEase, Inc. — AI-powered side-by-side comparison
CLS
Celestica Inc.
61
Buy
VS
NTES
NetEase, Inc.
68
Buy
| Metric | CLS | NTES |
|---|
| AI Score |
61
|
68
|
| Price |
$310.37
|
$127.86
|
| P/E Ratio |
31.93×
|
16.36×
|
| ROE |
38.3%
|
21.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.6%
|
65.7%
|
| Debt / Equity |
0.33×
|
0.07×
|
| Dividend Yield |
0.0%
|
2.3%
|
| RSI (14) |
39.8
|
44.6
|
| Beta |
1.516
|
0.8
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for CLS versus NTES.
NTES leads by 7 points.
NTES scores 68/100 (Buy) versus CLS at 61/100 (Buy).
CLS Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 36.7% yoy -- genuine top-line momentum. Risk Analyst remains cautious — bollinger bandwidth of 24.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 47.3% shows genuine earnings power backing the valuation — Value
- Revenue growing 36.7% YoY -- genuine top-line momentum — Growth
- EPS growing 131.2% YoY — Growth
Bear Case
- P/E of 38.2 is moderate-to-rich — Value
- Price-to-book of 15.3x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
NTES Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.67 across 3 articles, 14d). Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- ROE of 21.6% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical