Added to YB: 2025-05-19
Pitch date: 2025-03-31
CLS [bullish]
Celestica Inc.
+270.46%
current return
Author Info
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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 113.85
Price Target
149.38 (-65%)
Dividend
N/A
EV/EBITDA
34.53
P/E
55.69
EV/Sales
3.54
Sector
Electronic Equipment, Instruments and Components
Category
growth
Show full summary:
Celestica Inc. - $CLS
$CLS: Trading at 10.8x 2025 EBITDA despite 40% growth in 2024, 20% in 2025. 7 catalysts: hyperscaler capex growth, white box share gains (31% now), ASIC server ramps, AMZN ramp, Groq deal, OpenAI partnership, CCS segment margin expansion. PT $149.38 (90% upside) at 15x 2026 EBITDA.
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