Added to YB: 2025-06-25
Pitch date: 2025-06-19
CLS [bullish]
Celestica Inc.
+122.11%
current return
Author Info
No bio for this author
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 189.89
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.53
P/E
55.69
EV/Sales
3.54
Sector
Electronic Equipment, Instruments and Components
Category
growth
Celestica (CLS): An Undervalued AI Infrastructure Partner with Expanding Margins and Secular Tailwinds
CLS: Canadian electronics manufacturer serving major AI/cloud players (GOOG, AMZN, META, OpenAI). 61% EPS CAGR since 2020, operating margins up from 2.1% to 6.4% via AI infrastructure shift. Key products: 800G white-label switch, end-to-end solutions. Risks: customer concentration (top 3 = 50% revenue), capex cycles.
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