Professional
Added to YB: 2025-04-22
Pitch date: 2025-04-21
CLS [bullish]
Celestica Inc.
+273.18%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Celestica Inc., together with its subsidiaries, provides supply chain solutions in Asia, North America, and internationally.
Market Cap
CAD 39.4B
Pitch Price
CAD 113.02
Price Target
143.00 (-66%)
Dividend
N/A
EV/EBITDA
34.53
P/E
55.69
EV/Sales
3.54
Sector
Electronic Equipment, Instruments and Components
Category
growth
Idea Brunch #2 with Ted Rosenthal of TMR Capital (AI Edition) - Long Celestica Inc.
CLS: Premier AI infrastructure play at 15.6x P/E, 10.4x EBITDA with 70% upside potential. White-box switch leader (31% market share) + sole source for Google TPU v6/v7, 60% of Amazon Trainium. New OpenAI & Groq deals accelerate growth. Sustainable margin expansion from high-value Lifecycle Solutions (61% revenue). Catalysts: more AI wins & industrial rebound.
Read full article (9 min)