Added to YB: 2026-08-21
Pitch date: 2026-08-19
CLS [bullish]
Celestica Inc.
+0.16%
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 34.7B
Pitch Price
CAD 416.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.80
P/E
31.32
EV/Sales
2.25
Sector
Electronic Equipment, Instruments and Components
Category
value
Exit HPE, Buy CLS
CLS (added to position): Exited HPE (52.60), boosted CLS 13% at $297.50 to ~23% position. CLS flat since Oct despite crushing estimates & raising guidance, now 15X next yr EPS. Discount to peers widening despite superior results; expects revert to premium. More volatile but bigger opportunity.
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