CLS vs SANM
Celestica Inc. vs Sanmina Corporation — AI-powered side-by-side comparison
CLS
Celestica Inc.
66
Buy
VS
SANM
Sanmina Corporation
66
Buy
| Metric | CLS | SANM |
|---|
| AI Score |
66
|
66
|
| Price |
$340.22
|
$217.09
|
| P/E Ratio |
34.47×
|
36.99×
|
| ROE |
38.3%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
11.6%
|
9.0%
|
| Debt / Equity |
0.33×
|
0.95×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
50.5
|
59.5
|
| Beta |
1.516
|
1.601
|
| Expected Upside |
+5.0%
|
+36.8%
|
AI Committee View
Current Innellis committee reasoning for CLS versus SANM.
The committee scores are tied.
CLS and SANM both score 66/100.
CLS Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 50.6% shows genuine earnings power backing the valuation — Value
- Revenue growing 47.3% YoY -- genuine top-line momentum — Growth
- EPS growing 109.1% YoY — Growth
Bear Case
- P/E of 34.9 is moderate-to-rich — Value
- Price-to-book of 15.3x prices in significant intangible value — Value
- Bollinger bandwidth of 22.2% signals elevated volatility — Risk
SANM Committee View
67% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 36.6 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 58.6% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 36.6 is moderate-to-rich — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 29.3% signals elevated volatility — Risk