CELESTICA INC.

CLS · Technology · $34.8B mkt cap · FY2025 filings · Narrow moat

On the watchlist

Narrow moat

The four filters

Pricing power18

Median gross margin 10.1% over 4y, stable.

Returns on capital96

Median ROIC 19.0%, above the 9% hurdle in 100% of years.

Balance-sheet safety97

Net debt/EBITDA 0.1x, interest coverage 20x.

Capital discipline82

Owner earnings +64.5%/yr, share count flat.

Margin of safety

Above valueOn sale

470% above value

Owner earnings (normalized): $339.1M
Est. intrinsic value / share: $53.11
Recent price: $302.57
Discount to value: 470% above value

Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell CLS. See the disclaimer.