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CLS vs JBL
Which Stock Would AI Choose? Celestica Inc. (CLS) vs. Jabil Inc. (JBL) Stock Comparison
Key Takeaways
- Both CLS and JBL operate in the electronics manufacturing services (EMS) sector, capitalizing on surging demand for AI infrastructure and data centers.
- CLS has dramatically outperformed JBL over the past year, with returns around 340% compared to approximately 130%.
- Recent quarters reflect robust revenue growth for both companies, driven by hyperscaler expansions and semiconductor supply chains.
- CLS demonstrates superior momentum in recent market activity, including a 41% monthly rise, amid positive earnings momentum.
- JBL benefits from analyst upgrades to Strong Buy ratings, highlighting AI and automation tailwinds.
- AI-driven trading tools underscore strength in related sectors like semiconductors, relevant to both stocks' exposure.
Introduction
Celestica Inc. (CLS) and Jabil Inc. (JBL) are prominent players in the electronics manufacturing services (EMS) industry, providing essential design, engineering, and production for high-tech sectors including AI data centers, cloud computing, and connectivity solutions. This comparison is particularly relevant for investors and traders tracking supply chain beneficiaries amid the AI boom and semiconductor expansion. By examining recent performance, growth drivers, and market positioning, readers can gauge relative strengths in a competitive landscape where demand for advanced manufacturing outpaces traditional cycles. Both stocks have delivered strong gains, but differing momentum and catalysts offer trade-offs for portfolio strategies.
CLS Overview and Recent Performance
Celestica Inc. (CLS) specializes in supply chain solutions, delivering advanced technology products across connectivity, cloud solutions, and aerospace/defense segments. In recent market activity, CLS shares have exhibited explosive growth, trading near $395 with a 340% rise over the past year. This momentum stems from robust quarterly results, including Q4 2025 revenue of $3.71 billion, up significantly year-over-year, fueled by hyperscaler demand for AI-related manufacturing. Sentiment has shifted positively on expectations of continued expansion, with Q1 2026 results anticipated to reflect ongoing strength. Key influences include strategic investments in AI infrastructure and diversified end-markets, supporting elevated valuations despite volatility in tech supply chains.
JBL Overview and Recent Performance
Jabil Inc. (JBL) is a global manufacturing services provider focused on electronics for healthcare, automotive, cloud, and AI applications. Shares have climbed to around $338 in recent weeks, reflecting approximately 130% gains over the past 52 weeks. Performance has been bolstered by Q2 2026 earnings that beat expectations with EPS of $2.69, alongside analyst upgrades to Strong Buy on AI data center demand. Sentiment benefits from diversified revenue streams and operational efficiencies, though growth has trailed peers amid competitive pressures. Recent collaborations in automation and infrastructure have sustained upward price behavior, positioning JBL as a stable EMS contender.
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Head-to-Head Comparison
Both CLS and JBL share EMS business models centered on contract manufacturing for tech giants, but CLS leans more toward cloud and connectivity growth drivers, while JBL emphasizes diversification into healthcare and automotive. Recent momentum favors CLS, with 329% returns over 12 months versus JBL’s 123%, reflecting sharper AI exposure. Risk factors include supply chain disruptions and cyclical demand for both, though JBL’s broader sector mix offers relative stability. Market sentiment tilts toward CLS for trend strength, while JBL appeals on valuation trade-offs in a high-growth environment.
Tickeron AI Verdict
Tickeron’s AI analysis currently favors CLS over JBL, based on superior trend consistency, higher relative performance in recent weeks, and stronger positioning amid AI catalysts. While JBL shows solid stability, CLS’s momentum suggests a higher probability of near-term outperformance in the EMS space.
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 Hold and JBL is a Hold.
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 2 FA rating(s) are green whileJBL’s FA Score has 4 green FA rating(s).
- CLS’s FA Score: 2 green, 3 red.
- JBL’s FA Score: 4 green, 1 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 2 TA indicator(s) are bullish while JBL’s TA Score has 3 bullish TA indicator(s).
- CLS’s TA Score: 2 bullish, 7 bearish.
- JBL’s TA Score: 3 bullish, 4 bearish.
Price Growth
CLS (@Electronic Components) experienced а -8.07% price change this week, while JBL (@Electronic Components) price change was -0.67% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -1.12%. For the same industry, the average monthly price growth was +2.15%, and the average quarterly price growth was +46.19%.
Reported Earning Dates
CLS is expected to report earnings on Jul 27, 2026.
JBL is expected to report earnings on Sep 24, 2026.
Industries' Descriptions
@Electronic Components (-1.12% 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 | JBL | CLS / JBL | |
| Capitalization | 40.5B | 39.4B | 103% |
| EBITDA | 1.36B | 1.99B | 68% |
| Gain YTD | 18.805 | 63.666 | 30% |
| P/E Ratio | 45.68 | 50.84 | 90% |
| Revenue | 13.8B | 32.7B | 42% |
| Total Cash | 378M | 1.06B | 36% |
| Total Debt | 772M | 4.39B | 18% |
CLS | JBL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 87 | 64 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 14 | 3 | |
SMR RATING 1..100 | 19 | 19 | |
PRICE GROWTH RATING 1..100 | 38 | 9 | |
P/E GROWTH RATING 1..100 | 34 | 30 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
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 (71) in the Electronic Components industry is in the same range as JBL (78). This means that CLS’s stock grew similarly to JBL’s over the last 12 months.
JBL's Profit vs Risk Rating (3) in the Electronic Components industry is in the same range as CLS (14). This means that JBL’s stock grew similarly to CLS’s over the last 12 months.
JBL's SMR Rating (19) in the Electronic Components industry is in the same range as CLS (19). This means that JBL’s stock grew similarly to CLS’s over the last 12 months.
JBL's Price Growth Rating (9) in the Electronic Components industry is in the same range as CLS (38). This means that JBL’s stock grew similarly to CLS’s over the last 12 months.
JBL's P/E Growth Rating (30) in the Electronic Components industry is in the same range as CLS (34). This means that JBL’s stock grew similarly to CLS’s over the last 12 months.
| CLS | JBL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 64% | N/A |
| Stochastic ODDS (%) | 2 days ago 90% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 77% | 2 days ago 82% |
| MACD ODDS (%) | 2 days ago 65% | 2 days ago 61% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 62% |
| TrendMonth ODDS (%) | 2 days ago 86% | 2 days ago 75% |
| Advances ODDS (%) | 10 days ago 85% | 10 days ago 76% |
| Declines ODDS (%) | 7 days ago 72% | 7 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 58% |
| Aroon ODDS (%) | N/A | 2 days ago 78% |
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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% | -6.80% | ||
| FN - CLS | 66% Loosely correlated | -5.44% | ||
| TTMI - CLS | 64% Loosely correlated | -3.73% | ||
| GLW - CLS | 58% Loosely correlated | -7.51% | ||
| FLEX - CLS | 53% Loosely correlated | -2.53% | ||
| BHE - CLS | 51% Loosely correlated | -2.96% | ||
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JBL and
Correlation & Price change
A.I.dvisor indicates that over the last year, JBL has been loosely correlated with FN. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if JBL jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To JBL | 1D Price Change % | ||
|---|---|---|---|---|
| JBL | 100% | -1.13% | ||
| FN - JBL | 64% Loosely correlated | -5.44% | ||
| TTMI - JBL | 62% Loosely correlated | -3.73% | ||
| PLXS - JBL | 60% Loosely correlated | -5.08% | ||
| KN - JBL | 59% Loosely correlated | -6.33% | ||
| TEL - JBL | 53% Loosely correlated | -4.53% | ||
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