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CLS vs FN
Which Stock Would AI Choose? Celestica Inc. (CLS) vs. Fabrinet (FN) Stock Comparison
Key Takeaways
- Both CLS and FN thrive in the electronic components sector, driven by demand for AI infrastructure and data center components.
- FN leads year-to-date (YTD) performance with 50.7% gains compared to CLS's 38.4%.
- CLS demonstrates superior one-year returns of 364.6% versus FN's 225.5%.
- CLS reported Q1 2026 revenue growth of 53% year-over-year, though shares dipped post-earnings before analyst upgrades.
- FN exhibits strong quarterly revenue growth of 35.9% and high return on equity (ROE) of 18.7%.
- Tickeron's AI bots spotlight similar semiconductor and data center themes, offering diverse trading strategies.
Introduction
In today's AI-driven market, Celestica Inc. (CLS) and Fabrinet (FN) emerge as pivotal electronic manufacturing services (EMS) providers, supporting hyperscalers and tech giants with critical components. This stock comparison dissects their relative performance, growth trajectories, and positioning amid surging demand for connectivity and cloud infrastructure. Traders eyeing short-term momentum and long-term investors assessing supply chain resilience will find value in understanding their contrasts in scale, specialization, and recent market behavior.
CLS Overview and Recent Performance
Celestica Inc. (CLS), headquartered in Toronto, delivers comprehensive supply chain solutions across Advanced Technology Solutions and Connectivity & Cloud Solutions segments. Serving aerospace, industrial, HealthTech, and hyperscalers, it excels in electronics manufacturing, systems integration, and after-market services. In recent market activity, CLS shares have surged, trading near their 52-week high of $423.25 with a market capitalization of $47.6 billion and trailing price-to-earnings (P/E) ratio of 50.4. Q1 2026 results highlighted 53% revenue growth to $4.05 billion and earnings per share (EPS) beats, bolstered by a strategic AI platform collaboration with AMD. Despite a post-earnings pullback amid broader sector rotation, sentiment has shifted positively with analyst upgrades, including CIBC's price target hike to $480, reflecting confidence in sustained AI demand.
FN Overview and Recent Performance
Fabrinet (FN) specializes in precision optical, electro-mechanical, and electronic manufacturing, producing transceivers, lasers, and sensors for optical communications, industrial, automotive, and medical applications. With operations in Asia-Pacific and North America, it caters to original equipment manufacturers (OEMs) in data centers and beyond. Recently, FN shares have outperformed, up 50.7% YTD near the 52-week high of $734.79, with a $24.6 billion market cap and trailing P/E of 65.6. Strong quarterly revenue growth of 35.9% year-over-year and EPS growth of 30% underscore operational strength, alongside low debt-to-equity of 0.22% and beta of 1.03 indicating moderate volatility. Analyst attention focuses on AI infrastructure tailwinds ahead of upcoming earnings, sustaining upward momentum.
Trending AI Robots
Tickeron’s Trending AI Robots page curates 25 elite performers from over 350 AI trading bots that analyze thousands of tickers across diverse strategies and timeframes. These bots deliver real-time signals for copy trading, showcasing annualized returns from +23.7% to +164.2%, win rates of 51.2% to 88.1%, and profit factors up to 11.7. Examples include semiconductor-focused agents with +85% to +98% returns on tickers like NVDA and ASML, and data center plays averaging 60-75% win rates over 60-minute intervals. Spanning multi-agent trend traders to swing styles with 1-18 tickers per bot, they adapt to current volatility in tech and industrials. Traders can explore these high-confidence options—no minimum balance required—to align with market conditions.
Head-to-Head Comparison
CLS and FN share sector exposure in electronic components but diverge in business models: CLS offers end-to-end supply chain breadth, while FN emphasizes optical precision for high-speed interconnects. Growth drivers converge on AI hyperscalers, with CLS's AMD partnership providing a catalyst edge over FN's OEM focus.
Recent momentum favors FN on YTD gains, but CLS dominates longer-term with explosive one-year performance. Risk profiles align with low debt and betas around 1.0, though CLS's larger scale ($47.6B vs. $24.6B market cap) implies greater liquidity. Market sentiment is bullish for both, evidenced by analyst upgrades, yet CLS trades at a relatively lower P/E, highlighting valuation trade-offs in this high-growth niche.
Tickeron AI Verdict
Tickeron’s AI currently leans toward CLS based on its trend consistency, outsized revenue acceleration, and strategic AI catalysts like the AMD collaboration, positioning it favorably amid supply chain expansion. While FN offers compelling short-term momentum and specialization, CLS's scale and valuation suggest higher probability of sustained outperformance in the prevailing tech rally.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLS is a StrongBuy and FN is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CLS’s FA Score shows that 3 FA rating(s) are green whileFN’s FA Score has 2 green FA rating(s).
- CLS’s FA Score: 3 green, 2 red.
- FN’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CLS’s TA Score shows that 5 TA indicator(s) are bullish while FN’s TA Score has 3 bullish TA indicator(s).
- CLS’s TA Score: 5 bullish, 4 bearish.
- FN’s TA Score: 3 bullish, 6 bearish.
Price Growth
CLS (@Electronic Components) experienced а +5.76% price change this week, while FN (@Electronic Components) price change was -1.65% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +5.17%. For the same industry, the average monthly price growth was +8.59%, and the average quarterly price growth was +54.39%.
Reported Earning Dates
CLS is expected to report earnings on Jul 27, 2026.
FN is expected to report earnings on Aug 24, 2026.
Industries' Descriptions
@Electronic Components (+5.17% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| CLS | FN | CLS / FN | |
| Capitalization | 45.3B | 21.9B | 207% |
| EBITDA | 1.36B | 510M | 266% |
| Gain YTD | 32.986 | 34.205 | 96% |
| P/E Ratio | 47.65 | 52.49 | 91% |
| Revenue | 13.8B | 4.24B | 326% |
| Total Cash | 378M | 945M | 40% |
| Total Debt | 772M | 4.43M | 17,446% |
CLS | FN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 85 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 60 Fair valued | |
PROFIT vs RISK RATING 1..100 | 8 | 10 | |
SMR RATING 1..100 | 19 | 46 | |
PRICE GROWTH RATING 1..100 | 37 | 40 | |
P/E GROWTH RATING 1..100 | 28 | 12 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FN's Valuation (60) in the Electronic Components industry is in the same range as CLS (73). This means that FN’s stock grew similarly to CLS’s over the last 12 months.
CLS's Profit vs Risk Rating (8) in the Electronic Components industry is in the same range as FN (10). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
CLS's SMR Rating (19) in the Electronic Components industry is in the same range as FN (46). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
CLS's Price Growth Rating (37) in the Electronic Components industry is in the same range as FN (40). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
FN's P/E Growth Rating (12) in the Electronic Components industry is in the same range as CLS (28). This means that FN’s stock grew similarly to CLS’s over the last 12 months.
| CLS | FN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 64% | N/A |
| Stochastic ODDS (%) | 2 days ago 88% | 2 days ago 83% |
| Momentum ODDS (%) | 2 days ago 84% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 78% | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 85% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 86% | 2 days ago 72% |
| Advances ODDS (%) | 2 days ago 85% | 2 days ago 82% |
| Declines ODDS (%) | 4 days ago 72% | 4 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 90% | 2 days ago 61% |
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CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been loosely correlated with FN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if CLS jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | +1.88% | ||
| FN - CLS | 66% Loosely correlated | +4.94% | ||
| TTMI - CLS | 64% Loosely correlated | +3.65% | ||
| GLW - CLS | 59% Loosely correlated | +1.50% | ||
| FLEX - CLS | 53% Loosely correlated | -1.50% | ||
| BHE - CLS | 51% Loosely correlated | +1.06% | ||
More | ||||
FN and
Correlation & Price change
A.I.dvisor indicates that over the last year, FN has been closely correlated with GLW. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then GLW could also see price increases.