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CLS vs TTMI
Which Stock Would AI Choose? Celestica Inc. (CLS) vs. TTM Technologies, Inc. (TTMI) Stock Comparison
Key Takeaways
- Both CLS and TTMI thrive in the electronic components sector, capitalizing on AI, semiconductor, and defense demand for strong relative performance.
- TTMI leads with year-to-date (YTD) gains of approximately 116%, outpacing CLS's 37% amid recent market surges.
- CLS offers greater scale with a $47 billion market cap and higher return on equity (ROE, a measure of profitability relative to shareholders' equity) at 40%, compared to TTMI's $15.5 billion cap and 11% ROE.
- Recent analyst upgrades and earnings anticipation support positive sentiment for both, though TTMI shows higher volatility (beta of 1.76 vs. 1.35).
- TTMI's defense exposure (44% of sales) provides diversification, while CLS excels in broader electronics manufacturing services (EMS).
Introduction
In the dynamic electronics manufacturing sector, Celestica Inc. (CLS) and TTM Technologies, Inc. (TTMI) emerge as pivotal players supplying critical components for AI infrastructure, semiconductors, and defense applications. This stock comparison evaluates their recent performance, growth drivers, and market positioning, offering insights for traders eyeing momentum opportunities and investors assessing long-term tech supply chain exposure. With both stocks exhibiting robust gains in recent market activity, understanding their contrasts in scale, specialization, and risk profiles aids informed decision-making in a high-growth environment.
CLS Overview and Recent Performance
Celestica Inc. (CLS), a global leader in electronics manufacturing services (EMS), designs, manufactures, and tests products for hyperscalers, cloud providers, and AI systems. Shares have advanced significantly in recent weeks, trading near 52-week highs around $410 with a price-to-earnings (P/E, a valuation metric comparing price to earnings) ratio of 57 and earnings per share (EPS, profit allocated per share) of $7.18. Key influences include Q4 2025 revenue growth of 44% year-over-year to $3.65 billion, partnerships like the AMD Helios AI platform, and analyst target hikes to $450. Upcoming earnings and sustained demand for advanced manufacturing have driven positive sentiment and upward price momentum.
TTMI Overview and Recent Performance
TTM Technologies, Inc. (TTMI) focuses on printed circuit boards (PCBs) and assemblies, serving aerospace, defense, automotive, and computing markets. The stock has delivered explosive gains in recent market activity, reaching new highs near $149 with a P/E ratio of 89 and EPS of $1.68, reflecting YTD returns over 115%. Performance has been propelled by Q4 2025 sales up 19% to $774 million, new defense contracts comprising 44% of fiscal sales, raised guidance, and investor day announcements. Analyst upgrades to $135 targets and strong order backlogs have enhanced sentiment, underscoring robust sector tailwinds.
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Head-to-Head Comparison
CLS and TTMI share technology sector exposure but diverge in focus: CLS’s end-to-end EMS model supports broad AI/cloud demand, while TTMI specializes in PCBs with 44% defense revenue for stability amid tech swings. Growth drivers overlap in semiconductors but TTMI gains from contracts; recent momentum favors TTMI’s 644% one-year return vs. CLS’s 345%. Risk profiles differ—TTMI’s higher beta signals volatility, contrasting CLS’s steadier path. Market sentiment tilts explosive for TTMI, balanced by CLS’s superior margins and scale.
Tickeron AI Verdict
Tickeron’s AI leans toward TTMI in the current environment, citing superior recent momentum, YTD outperformance, and defense catalysts offering resilience. While CLS provides stability through higher profitability and scale, TTMI’s trend consistency positions it favorably for near-term upside in a risk-on market.
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 TTMI 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 whileTTMI’s FA Score has 2 green FA rating(s).
- CLS’s FA Score: 2 green, 3 red.
- TTMI’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 3 TA indicator(s) are bullish while TTMI’s TA Score has 3 bullish TA indicator(s).
- CLS’s TA Score: 3 bullish, 7 bearish.
- TTMI’s TA Score: 3 bullish, 5 bearish.
Price Growth
CLS (@Electronic Components) experienced а -6.97% price change this week, while TTMI (@Electronic Components) price change was -9.06% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -2.80%. For the same industry, the average monthly price growth was -7.41%, and the average quarterly price growth was +41.14%.
Reported Earning Dates
CLS is expected to report earnings on Jul 27, 2026.
TTMI is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Electronic Components (-2.80% 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 | TTMI | CLS / TTMI | |
| Capitalization | 39.2B | 16.2B | 242% |
| EBITDA | 1.36B | 422M | 322% |
| Gain YTD | 13.734 | 177.522 | 8% |
| P/E Ratio | 45.68 | 120.36 | 38% |
| Revenue | 13.8B | 3.1B | 445% |
| Total Cash | 378M | 410M | 92% |
| Total Debt | 772M | 1.05B | 74% |
CLS | TTMI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 18 | 2 | |
SMR RATING 1..100 | 19 | 67 | |
PRICE GROWTH RATING 1..100 | 48 | 34 | |
P/E GROWTH RATING 1..100 | 34 | 7 | |
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 (71) in the Electronic Components industry is in the same range as TTMI (74). This means that CLS’s stock grew similarly to TTMI’s over the last 12 months.
TTMI's Profit vs Risk Rating (2) in the Electronic Components industry is in the same range as CLS (18). This means that TTMI’s stock grew similarly to CLS’s over the last 12 months.
CLS's SMR Rating (19) in the Electronic Components industry is somewhat better than the same rating for TTMI (67). This means that CLS’s stock grew somewhat faster than TTMI’s over the last 12 months.
TTMI's Price Growth Rating (34) in the Electronic Components industry is in the same range as CLS (48). This means that TTMI’s stock grew similarly to CLS’s over the last 12 months.
TTMI's P/E Growth Rating (7) in the Electronic Components industry is in the same range as CLS (34). This means that TTMI’s stock grew similarly to CLS’s over the last 12 months.
| CLS | TTMI | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 68% | 4 days ago 70% |
| Stochastic ODDS (%) | 4 days ago 83% | 4 days ago 74% |
| Momentum ODDS (%) | 4 days ago 77% | 4 days ago 67% |
| MACD ODDS (%) | 4 days ago 77% | 4 days ago 71% |
| TrendWeek ODDS (%) | 4 days ago 68% | 4 days ago 66% |
| TrendMonth ODDS (%) | 4 days ago 70% | 4 days ago 78% |
| Advances ODDS (%) | 6 days ago 85% | 14 days ago 78% |
| Declines ODDS (%) | 4 days ago 71% | 12 days ago 66% |
| BollingerBands ODDS (%) | 4 days ago 90% | 4 days ago 73% |
| Aroon ODDS (%) | 4 days ago 70% | 4 days ago 80% |
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CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been closely correlated with FN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLS jumps, then FN could also see price increases.
TTMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, TTMI has been closely correlated with BHE. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if TTMI jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To TTMI | 1D Price Change % | ||
|---|---|---|---|---|
| TTMI | 100% | N/A | ||
| BHE - TTMI | 68% Closely correlated | -9.35% | ||
| CLS - TTMI | 65% Loosely correlated | -7.03% | ||
| PLXS - TTMI | 61% Loosely correlated | N/A | ||
| GLW - TTMI | 58% Loosely correlated | -10.81% | ||
| LFUS - TTMI | 58% Loosely correlated | N/A | ||
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