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CLS vs FN
Which Stock Would AI Choose? Celestica Inc. (CLS) vs. Fabrinet (FN) Stock Comparison
Key Takeaways
- CLS has delivered superior one-year returns of over 300%, outpacing FN's approximately 210%, driven by AI infrastructure demand.
- Both stocks benefit from electronics manufacturing in AI and cloud sectors, with recent revenue growth exceeding 40% year-over-year in latest quarters.
- FN leads year-to-date performance at around 22%, reflecting stronger optical communications momentum.
- CLS exhibits higher long-term annualized returns (39% over 10 years vs. FN's 34%), with broader supply chain exposure.
- Market sentiment favors both as AI picks, but CLS shows greater relative strength in recent momentum comparisons.
- Risk profiles differ, with FN displaying higher volatility amid optical sector swings.
Introduction
Electronics manufacturing services providers like Celestica Inc. (CLS) and Fabrinet (FN) are pivotal in the AI infrastructure boom, supplying hardware platforms, optical components, and precision assembly to hyperscalers and OEMs. This stock comparison evaluates their relative performance, growth drivers, and market positioning amid surging demand for data center and cloud technologies. Traders seeking momentum plays and investors eyeing long-term AI exposure will find insights into recent trends, financial metrics, and sector dynamics shaping these stocks' trajectories.
CLS Overview and Recent Performance
Celestica Inc. (CLS) delivers supply chain solutions globally, operating through Advanced Technology Solutions and Connectivity & Cloud Solutions (CCS) segments. It provides design, manufacturing, assembly, testing, and logistics for hyperscalers in aerospace, defense, HealthTech, communications, and AI infrastructure, including a collaboration with AMD on the Helios rack-scale AI platform.
In recent market activity, CLS shares have shown robust momentum, with one-year gains exceeding 300% and trading around $300. Q4 2025 revenue hit $3.65 billion, up 44% year-over-year, fueled by 800G networking and AI compute deployments. Adjusted EPS rose 70% to $1.89, prompting raised 2026 guidance to $17 billion revenue. Sentiment has strengthened on AI-driven CCS growth, though YTD returns lag slightly amid broader volatility.
FN Overview and Recent Performance
Fabrinet (FN) specializes in precision optical packaging, electro-mechanical, and electronic manufacturing services across North America, Asia-Pacific, and Europe. It supports OEMs in optical communications (transceivers, lasers), industrial lasers, sensors, automotive, medical devices, and custom optics for data centers.
Recent weeks have seen FN stock trade near highs around $550, with YTD gains of about 22% and one-year returns over 200%. Q2 fiscal 2026 revenue reached a record $1.13 billion, up 36%, with non-GAAP EPS of $3.36 beating estimates, driven by telecom, high-performance computing (HPC), and optical partnerships like iPronics for AI switches. Performance reflects sustained optical demand, though subject to datacom fluctuations.
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Head-to-Head Comparison
CLS and FN both thrive in AI-enabling electronics manufacturing but diverge in focus: CLS's diversified supply chain spans broader sectors like defense and HealthTech, while FN excels in specialized optics for communications and sensors. Growth drivers include AI hyperscaler demand for CLS (CCS segment) and optical transceivers for FN.
Recent momentum favors CLS with superior one-year returns (300%+ vs. 210%) and higher 10-year CAGR (39% vs. 34%), though FN leads YTD. Risk factors: FN's higher volatility (beta ~1.02, 26% vs. CLS's 22%) ties to cyclical optics; CLS offers stability via diversification. Sector exposure overlaps in cloud/AI but CLS has wider reach. Sentiment is bullish for both as AI infrastructure plays, with low correlation (0.45) aiding portfolio balance.
Tickeron AI Verdict
Tickeron’s AI would currently favor CLS due to its stronger trend consistency, explosive relative momentum (higher Sharpe ratio at 4.71 vs. 3.36), and positioning in expansive AI compute/supply chain catalysts. While FN shows solid optical growth, CLS's broader stability and outperformance probability edge it in observable factors.
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.
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 Buy and FN is a Buy.
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 6 TA indicator(s) are bullish while FN’s TA Score has 5 bullish TA indicator(s).
- CLS’s TA Score: 6 bullish, 4 bearish.
- FN’s TA Score: 5 bullish, 4 bearish.
Price Growth
CLS (@Electronic Components) experienced а +19.15% price change this week, while FN (@Electronic Components) price change was +18.67% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +6.72%. For the same industry, the average monthly price growth was +15.46%, and the average quarterly price growth was +26.70%.
Reported Earning Dates
CLS is expected to report earnings on Apr 27, 2026.
FN is expected to report earnings on May 11, 2026.
Industries' Descriptions
@Electronic Components (+6.72% 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 | 40.4B | 23.7B | 170% |
| EBITDA | 1.21B | 466M | 260% |
| Gain YTD | 18.842 | 45.434 | 41% |
| P/E Ratio | 49.07 | 63.48 | 77% |
| Revenue | 12.4B | 3.89B | 319% |
| Total Cash | 596M | 961M | 62% |
| Total Debt | 776M | 4.89M | 15,885% |
CLS | FN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 30 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 4 | |
SMR RATING 1..100 | 23 | 46 | |
PRICE GROWTH RATING 1..100 | 36 | 36 | |
P/E GROWTH RATING 1..100 | 10 | 6 | |
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.
CLS's Valuation (70) in the Electronic Components industry is in the same range as FN (74). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as CLS (9). This means that FN’s stock grew similarly to CLS’s over the last 12 months.
CLS's SMR Rating (23) 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 (36) in the Electronic Components industry is in the same range as FN (36). This means that CLS’s stock grew similarly to FN’s over the last 12 months.
FN's P/E Growth Rating (6) in the Electronic Components industry is in the same range as CLS (10). This means that FN’s stock grew similarly to CLS’s over the last 12 months.
| CLS | FN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 62% | 2 days ago 67% |
| Stochastic ODDS (%) | 2 days ago 69% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 78% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 89% | 2 days ago 73% |
| TrendWeek ODDS (%) | 2 days ago 83% | 2 days ago 78% |
| TrendMonth ODDS (%) | 2 days ago 84% | 2 days ago 79% |
| Advances ODDS (%) | 2 days ago 83% | 2 days ago 80% |
| Declines ODDS (%) | 30 days ago 72% | 30 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 67% | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 85% | 4 days ago 80% |
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| IBMS | 25.92 | 0.01 | +0.04% |
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CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been closely correlated with FLEX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLS jumps, then FLEX could also see price increases.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | +7.00% | ||
| FLEX - CLS | 73% Closely correlated | +2.31% | ||
| FN - CLS | 70% Closely correlated | +7.10% | ||
| JBL - CLS | 69% Closely correlated | +2.21% | ||
| TTMI - CLS | 67% Closely correlated | +12.98% | ||
| GLW - CLS | 62% Loosely correlated | +0.85% | ||
More | ||||
FN and
Correlation & Price change
A.I.dvisor indicates that over the last year, FN has been closely correlated with CLS. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then CLS could also see price increases.