CLS vs. SMCI: Celestica vs. Super Micro Computer Stock Comparison
How do Celestica (CLS) and Super Micro Computer (SMCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Celestica (CLS) and Super Micro Computer (SMCI) both fall under the Technology Hardware & Equipment industry group, but CLS is classified in Electronic Equipment, Instruments & Components while SMCI is classified in Technology Hardware, Storage & Peripherals.
| Profile Item | CLS | SMCI |
|---|---|---|
| Name | Celestica Inc. | Super Micro Computer Inc. |
| Country/Region | Canada | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Technology Hardware & Equipment | Technology Hardware & Equipment |
| GICS Industry | Electronic Equipment, Instruments & Components | Technology Hardware, Storage & Peripherals |
| GICS Sub-Industry | Electronic Manufacturing Services | Technology Hardware, Storage & Peripherals |
| Market Capitalization | 26.06 billion USD | 18.96 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | June 30, 1998 | March 29, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CLS | SMCI |
|---|---|---|
| Total Return (1Y) | -30.98% | -26.81% |
| Total Return (3Y, Annualized) | 108.72% | 3.18% |
| Total Return (5Y, Annualized) | 80.82% | 45.36% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CLS | SMCI |
|---|---|---|
| Volatility (1Y, Annualized) | 80.89% | 93.09% |
| Beta (5Y) | 2.16 | 2.21 |
| Max Drawdown (5Y) | -56.47% | -84.84% |
| Avg. Volume (3M) | 2.61M | 43.55M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CLS | SMCI |
|---|---|---|
| Sharpe Ratio (1Y) | -0.44 | -0.33 |
| Sortino Ratio (1Y) | -0.59 | -0.48 |
Profitability
ROE (TTM)
Both Celestica (CLS) at 30.23% and Super Micro Computer (SMCI) at 32.37% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
CLS
Technology Hardware & Equipment industry group
30.23%
- Max
- 42.47%
- CLS
- 30.23%
- Q3
- 19.13%
- Median
- 11.00%
- Q1
- 1.63%
- Min
- -20.62%
SMCI
Technology Hardware & Equipment industry group
32.37%
- Max
- 42.47%
- SMCI
- 32.37%
- Q3
- 19.13%
- Median
- 11.00%
- Q1
- 1.63%
- Min
- -20.62%
Net Margin (TTM)
Both Celestica (CLS) at 6.83% and Super Micro Computer (SMCI) at 6.77% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
CLS
Technology Hardware & Equipment industry group
6.83%
- Max
- 27.60%
- Q3
- 11.66%
- CLS
- 6.83%
- Median
- 4.08%
- Q1
- 0.00%
- Min
- -11.02%
SMCI
Technology Hardware & Equipment industry group
6.77%
- Max
- 27.60%
- Q3
- 11.66%
- SMCI
- 6.77%
- Median
- 4.08%
- Q1
- 0.00%
- Min
- -11.02%
Operating Margin (TTM)
Both Celestica (CLS) at 7.91% and Super Micro Computer (SMCI) at 10.35% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
CLS
Technology Hardware & Equipment industry group
7.91%
- Max
- 36.27%
- Q3
- 18.36%
- Median
- 8.84%
- CLS
- 7.91%
- Q1
- 1.46%
- Min
- -21.39%
SMCI
Technology Hardware & Equipment industry group
10.35%
- Max
- 36.27%
- Q3
- 18.36%
- SMCI
- 10.35%
- Median
- 8.84%
- Q1
- 1.46%
- Min
- -21.39%
Profitability Metrics
| Metric | CLS | SMCI |
|---|---|---|
| ROE (TTM) | 30.23% | 32.37% |
| ROA (TTM) | 8.72% | 11.61% |
| Net Margin (TTM) | 6.83% | 6.77% |
| Operating Margin (TTM) | 7.91% | 10.35% |
| Gross Margin (TTM) | 11.46% | 11.67% |
Growth
Revenue Growth
Both companies are growing quickly, but Super Micro Computer (SMCI) at 77.79% is the standout with revenue growth above its industry range; Celestica (CLS) at 28.46% also sits in the top quartile.
EPS Growth
Both Celestica (CLS) at 98.34% and Super Micro Computer (SMCI) at 94.05% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.
Growth Metrics
| Metric | CLS | SMCI |
|---|---|---|
| Revenue Growth (YoY) | 28.46% | 77.79% |
| Revenue Growth (3Y CAGR) | 19.56% | 76.34% |
| EPS Growth (YoY) | 98.34% | 94.05% |
| EPS Growth (3Y CAGR) | 82.39% | 41.82% |
Financial Strength
Current Ratio (MRQ)
Celestica (CLS) at 1.61 keeps current ratio within its industry’s typical mid-range, while Super Micro Computer (SMCI) at 3.02 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
CLS
Technology Hardware & Equipment industry group
1.61
- Max
- 5.34
- Q3
- 3.02
- Median
- 1.95
- CLS
- 1.61
- Q1
- 1.32
- Min
- 0.17
SMCI
Technology Hardware & Equipment industry group
3.02
- Max
- 5.34
- SMCI
- 3.02
- Q3
- 3.02
- Median
- 1.95
- Q1
- 1.32
- Min
- 0.17
Debt / Equity (MRQ)
Both Celestica (CLS) at 0.17 and Super Micro Computer (SMCI) at 0.57 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
CLS
Technology Hardware & Equipment industry group
0.17
- Max
- 1.76
- Q3
- 0.78
- Median
- 0.24
- CLS
- 0.17
- Q1
- 0.04
- Min
- 0.01
SMCI
Technology Hardware & Equipment industry group
0.57
- Max
- 1.76
- Q3
- 0.78
- SMCI
- 0.57
- Median
- 0.24
- Q1
- 0.04
- Min
- 0.01
Financial Strength Metrics
| Metric | CLS | SMCI |
|---|---|---|
| Current Ratio (MRQ) | 1.61 | 3.02 |
| Debt / Equity (MRQ) | 0.17 | 0.57 |
| Net Debt / EBITDA | -1.72 | 0.50 |
Dividends
Dividend Yield (TTM)
Neither Celestica (CLS) nor Super Micro Computer (SMCI) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CLS
Technology Hardware & Equipment industry group
0.00%
- Max
- 0.73%
- Q3
- 0.31%
- CLS
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SMCI
Technology Hardware & Equipment industry group
0.00%
- Max
- 0.73%
- Q3
- 0.31%
- SMCI
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Celestica (CLS) nor Super Micro Computer (SMCI) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CLS
Technology Hardware & Equipment industry group
0.00%
- Max
- 32.27%
- Q3
- 14.48%
- CLS
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SMCI
Technology Hardware & Equipment industry group
0.00%
- Max
- 32.27%
- Q3
- 14.48%
- SMCI
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CLS | SMCI |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Super Micro Computer (SMCI) at 6.07 sits in the cheaper P/E ratio quartile, while Celestica (CLS) at 19.50 is closer to its industry’s usual earnings multiple — a discount for SMCI, though growth and earnings durability still matter.
CLS
Technology Hardware & Equipment industry group
19.50
- Max
- 69.48
- Q3
- 41.02
- Median
- 26.39
- CLS
- 19.50
- Q1
- 19.36
- Min
- 6.07
SMCI
Technology Hardware & Equipment industry group
6.07
- Max
- 69.48
- Q3
- 41.02
- Median
- 26.39
- Q1
- 19.36
- SMCI
- 6.07
- Min
- 6.07
P/S Ratio (TTM)
Super Micro Computer (SMCI) at 0.35 sits in the cheaper P/S ratio quartile while Celestica (CLS) at 1.43 prices around its industry’s middle — SMCI costs less per dollar of sales, though read it alongside growth and margins.
CLS
Technology Hardware & Equipment industry group
1.43
- Max
- 11.30
- Q3
- 5.82
- Median
- 2.56
- CLS
- 1.43
- Q1
- 1.05
- Min
- 0.00
SMCI
Technology Hardware & Equipment industry group
0.35
- Max
- 11.30
- Q3
- 5.82
- Median
- 2.56
- Q1
- 1.05
- SMCI
- 0.35
- Min
- 0.00
P/B Ratio (MRQ)
Super Micro Computer (SMCI) at 1.60 sits in the lower P/B ratio quartile against book while Celestica (CLS) at 4.19 is valued near its industry’s middle — SMCI is cheaper on assets, though weigh it against ROE and asset quality.
CLS
Technology Hardware & Equipment industry group
4.19
- Max
- 10.75
- Q3
- 5.52
- CLS
- 4.19
- Median
- 3.17
- Q1
- 1.79
- Min
- 0.33
SMCI
Technology Hardware & Equipment industry group
1.60
- Max
- 10.75
- Q3
- 5.52
- Median
- 3.17
- Q1
- 1.79
- SMCI
- 1.60
- Min
- 0.33
Valuation Metrics
| Metric | CLS | SMCI |
|---|---|---|
| P/E Ratio (TTM) | 19.50 | 6.07 |
| P/S Ratio (TTM) | 1.43 | 0.35 |
| P/B Ratio (MRQ) | 4.19 | 1.60 |
| Free Cash Flow Yield (TTM) | 3.08% | -42.54% |