CLS
Celestica Inc.
CLS offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
PLTR
Palantir Technologies Inc.
PLTR has the edge over CLS overall, supported by stronger valuation and stronger fundamentals.
CLS Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Healthy | |
| Strong |
CLS's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
CLS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $115 | -55% |
| Forward | 14x | $254 | — |
| Fair | 17x | $184 | -28% |
| Current | 24x | $254 | — |
| Expensive | 39x | $411 | +62% |
Historical ranges are pointers, not guarantees.
CLS's PE is in its fair range at 24x. If earnings grow as analysts expect, today's price would be 14x next year's earnings, in its cheap range.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over CLS in the historical PE scenario, which offers more potential upside but is not a forecast.
CLS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for CLS, with profitability holding steady.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
PLTR has the edge over CLS on the outlook, with more favorable profitability expectations.
CLS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $17.88 | +70% |
| Q3 2026 | $10.55 | +75% |
| Q2 2026 | $9.60 | +114% |
| Q1 2026 | $8.25 | +138% |
| Q4 2025 | $7.16 | +105% |
| Q3 2025 | $6.03 | +98% |
| Q2 2025 | $4.49 | +53% |
| Q1 2025 | $3.47 | +33% |
| Q4 2024 | $3.50 | +72% |
CLS's earnings per share have climbed steadily: $10.55 over the past year, up 75% from the year before, and higher year over year for 23 quarters in a row.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over CLS on earnings, with stronger typical year-over-year growth.
CLS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.8B | +83% |
| Q2 2026 | $4.7B | +62% |
| Q1 2026 | $4B | +53% |
| Q4 2025 | $3.7B | +44% |
| Q3 2025 | $3.2B | +28% |
| Q2 2025 | $2.9B | +21% |
| Q1 2025 | $2.6B | +20% |
| Q4 2024 | $2.5B | +19% |
CLS's revenue has grown year over year for 20 quarters in a row: $5.8B last quarter, up 83% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.9% | -2.3 points |
| Q2 2026 | 9.8% | +0.3 points |
| Q1 2026 | 6.7% | +1.9 points |
| Q4 2025 | 8.6% | +0.9 points |
| Q3 2025 | 10% | +4.7 points |
| Q2 2025 | 9.4% | +3.9 points |
| Q1 2025 | 4.9% | -0.8 points |
| Q4 2024 | 7.7% | +2.1 points |
CLS's operating margin was 7.9% last quarter, down 2.3 points from the same quarter a year ago.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over CLS on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over CLS on profitability, with a higher operating margin.
CLS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $115.6M | +30% |
| Q2 2026 | $147.1M | +23% |
| Q1 2026 | $126.8M | +35% |
| Q4 2025 | $155.9M | +471% |
| Q3 2025 | $88.9M | -10% |
| Q2 2025 | $119.9M | +91% |
| Q1 2025 | $93.6M | +38% |
| Q4 2024 | $27.3M | -74% |
CLS's free cash flow has been positive every quarter for seven years: $545M over the past year, up 65% from the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over CLS on cash flow, with more consistent year-over-year improvement.
CLS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +4.8% | +5.6M shares |
| 1 year | +5.1% | +5.9M shares |
| 3 years | +1.8% | +2.2M shares |
| 5 years | -2.9% | -3.7M shares |
| Available history | -5.2% | -6.7M shares |
CLS has 122M diluted shares, up 5.1% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $22.6M |
| Q4 2025 | $35.7M |
| Q3 2025 | — |
| Q2 2025 | $40M |
| Q1 2025 | $77.7M |
| Q4 2024 | $25.5M |
CLS spent $58M buying back its own shares over the past year, down 59% from the year before.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over CLS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
CLS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.9x | Net Cash |
| Q2 2026 | 0.2x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.5x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.9x | Very low |
| Q4 2024 | 0.5x | Very low |
CLS has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
CLS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.2 | Neutral |
| Stochastic | 15.5 | Oversold |
CLS's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
CLS PE vs Technology Sector
| Metric | CLS | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 28x | 14% below |
| PE % | 64 | 35 | 29 pts above |
CLS has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
CLS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $300.6 | 15% below |
| 20 week MA | $313.9 | 19% below |
| 50 week MA | $321.3 | 21% below |
| 100 week MA | $243.1 | 4.5% above |
| 200 week MA | $139.6 | 82% above |
CLS has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 82% above its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over CLS on trend strength, trading above more of its moving averages.
CLS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $8.11 | $7.71 | -4.9% |
| 2021 | $7.71 | $10.9 | +41% |
| 2022 | $10.9 | $10.9 | -0.2% |
| 2023 | $10.9 | $29.3 | +170% |
| 2024 | $29.3 | $95.1 | +225% |
| 2025 | $95.1 | $303.6 | +219% |
| 2026 YTD | $303.6 | $254.0 | -16% |
CLS has finished higher in four of the last six years, three of them by more than 50%. It's down 16% so far in 2026.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR has the edge over CLS on returns for 2026, with the stronger performance.