Celestica Inc. (CLS) has a MoatMap StockRank of 83/100 based on Quality (62/100), Value (32/100), and Momentum (73/100) factor scores. The current signal is STRONG BUY. Celestica has successfully transitioned from a low-margin EMS provider to a high-value partner for hyperscalers building out AI data centers. Through its Joint Design and Manufacturing (JDM) model, Celestica provides critical optical switches, storage, and compute solutions. As advanced packaging bottlenecks limit GPU supply, hyperscalers are optimizing network infrastructure (800G switches), where Celestica has dominant market share, creating an asymmetric growth profile with high operating leverage.
Celestica Inc. is a leader in design, manufacturing, and supply chain solutions, serving industries ranging from aerospace and defense to enterprise communications and clean energy. The company differentiates itself through high-complexity manufacturing capabilities and deep engineering expertise, establishing high switching costs for its global OEM clients. It is a major multinational electronics manufacturing services (EMS) provider.
| Price | $458.14 |
| Market Cap | $40.4B |
| P/E (TTM) | 44.42 |
| P/E (Forward) | 24.46 |
| Price/Book | 20.14 |
| Return on Equity | 52.5% |
| Return on Invested Capital | 31.6% |
| Debt/Equity | 44.88 |
| Gross Margin | 12.0% |
| Operating Margin | 6.6% |
| Revenue Growth | 52.8% |
| Free Cash Flow | $647M |
Celestica Inc. operates in the Electronic Components industry, part of the Technology sector (Canada).