CLS vs SANM vs UCTT Stock Comparison

Celestica, Sanmina and Ultra Clean Holdings Prices as of Oct 23, 2026 Peers: Industry group
CLS Celestica Inc
$259.98 -28.4% 1M -8.0% 1Y
Market cap
$28.45B
P/E
25.5x
Revenue (TTM)
$15.59B
Div. yield
–
Electronic Manufacturing Services Technology
7 wins
SANM Sanmina Corp
$155.71 -29.8% 1M +17.3% 1Y
Market cap
$8.67B
P/E
28.1x
Revenue (TTM)
$12.76B
Div. yield
–
Electronic Manufacturing Services Technology
3 wins

Head to Head

11 decided of 12

Celestica leads on 7 of the 12 questions below (Celestica 7, Sanmina 3, Ultra Clean Holdings 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCLSSANMUCTTLeader
Larger companyMarket capitalisation $28.45B $8.67B $2.11B CLS
Cheaper on earningsLower P/E, profitable companies only 25.5x 28.1x -90.0x CLS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 22.8x 13.8x 15.2x SANM
Faster revenue growthRevenue growth, trailing twelve months +47.3% +58.6% +2.5% SANM
More profitableNet margin, trailing twelve months 7.2% 2.4% -1.1% CLS
Better return on capitalReturn on invested capital 37.9% 7.8% 0.0% CLS
Less leveragedLower net debt / EBITDA 0.2x 0.5x 2.4x CLS
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -8.0% +17.3% +51.7% UCTT
Better 5-year returnAnnualised price return, 5 years +94.6%/yr +32.7%/yr +1.0%/yr CLS
Less volatileAnnualised volatility, 1 year 79.0% 70.8% 89.4% SANM
Higher overall scoreMean of the five percentile scores vs peers 64/100 63/100 41/100 CLS

Percentile Scorecard

CLSSANMUCTT

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCLSSANMUCTT
Valuation 55 #51 of 112 82 #21 of 112 52 #46 of 95
Growth 94 #8 of 109 84 #18 of 109 19 #76 of 93
Profitability 80 #22 of 105 60 #43 of 105 36 #59 of 91
Financial Health 35 #76 of 117 27 #86 of 117 8 #94 of 102
Shareholder Returns 54 #38 of 82 – 92 #7 of 76
Overall 64 63 41
  • CLS ranked among 122 companies in Computer Hardware
  • SANM ranked among 122 companies in Computer Hardware
  • UCTT ranked among 104 companies in Semiconductors

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCLSSANMUCTTSPY
1 month -28.4%-29.8%-41.4% -1.0%
3 months -14.8%-25.3%-51.1% +2.9%
6 months -36.6%-19.0%-45.4% +6.4%
Year to date -12.1%+3.8%+78.9% +11.4%
1 year -8.0%+17.3%+51.7% +13.1%
3 years +899.5%+204.3%+85.1% +79.4%
3 years, per year +115.5%+44.9%+22.8% +21.5%
5 years +2,683.5%+310.4%+4.9% +67.7%
5 years, per year +94.6%+32.7%+1.0% +10.9%
10 years +2,162.7%+446.4%+493.2% +255.2%
10 years, per year +36.6%+18.5%+19.5% +13.5%

Risk

MeasureCLSSANMUCTTSPY
Volatility, 1Y 79.0%70.8%89.4% 12.7%
Downside volatility, 1Y 86.3%81.0%94.4% 12.7%
Beta vs S&P 500, 1Y 3.372.593.59 1.00
Return / volatility, 1Y -0.100.240.58 1.03
Max drawdown, 5Y -54.0%-45.4%-70.4% -25.4%
From 52-week high -45.0%-44.9%-68.2% -2.5%
52-week high $472.40$282.72$142.59 $779.14
52-week low $249.52$122.86$21.65 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCLSSANMUCTT
P/E now vs peer median 26.8xmedian 31.3x 27.2xmedian 31.3x -87.3xmedian 41.5x
P/S now vs peer median 1.9xmedian 2.6x 0.7xmedian 2.6x 0.9xmedian 6.9x
EV/EBITDA now vs peer median 19.5xmedian 19.6x 12.5xmedian 19.6x 16.8xmedian 27.3x
P/FCF now vs peer median 57.6xmedian 28.3x 14.0xmedian 28.3x -18.2xmedian 35.6x
P/B now vs peer median 12.1xmedian 2.9x 3.0xmedian 2.9x 2.9xmedian 4.2x
PEG now vs peer median —median 1.15 9.69median 1.15 2.04median 2.31

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCLSSANMUCTT
Revenue $15.59B $12.76B $2.20B
Gross profit $1.86B $1.15B $347.60M
Operating income $1.37B $530.30M $62.40M
Net income $1.12B $326.85M -$20.20M
Free cash flow $518.70M $594.15M -$113.10M
R&D $154.10M $33.59M $33.90M
EPS (diluted) $9.61 $5.59 $-0.51
Cash & equivalents $535.70M $1.84B $255.90M
Total debt $810.40M $2.17B $599.40M
Shares (diluted) 116.20M 55.13M 46.10M
Enterprise value $26.64B $2.91B $900.19M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCLSSANMUCTT
P/E 26.8x 27.2x -87.3x
P/FCF 57.6x 14.0x -18.2x
P/Operating cash flow 26.1x 9.3x -31.0x
P/S 1.9x 0.7x 0.9x
P/B 12.1x 3.0x 2.9x
P/Tangible book 13.4x 3.0x 3.6x
EV/EBITDA 19.5x 12.5x 16.8x
EV/EBIT 22.0x 16.4x 38.4x
EV/Revenue 1.9x 0.7x 1.1x
EV/FCF 58.2x 14.6x -21.2x
EV/Operating cash flow 26.4x 9.6x -36.2x
PEG (3Y EPS CAGR) – 9.69 2.04

Growth

14 metrics
MetricCLSSANMUCTT
Revenue growth (1Y) 47.3% 58.6% 2.5%
Revenue CAGR (3Y) – 11.9% 2.2%
Gross profit growth (1Y) 55.0% 65.2% -0.3%
Gross profit CAGR (3Y) – 15.7% -2.4%
Operating income growth (1Y) 84.6% 45.0% 180.2%
Operating income CAGR (3Y) – 4.9% -16.0%
Net income growth (1Y) 107.4% 16.1% 86.5%
Net income CAGR (3Y) – 0.7% -39.4%
EPS growth (1Y) 106.8% 17.5% 85.0%
EPS CAGR (3Y) – 2.8% -42.8%
Operating cash flow growth (1Y) 108.4% 90.3% -174.0%
Operating cash flow CAGR (3Y) – 55.4% -38.9%
Free cash flow growth (1Y) 34.3% 62.5% -508.3%
Free cash flow CAGR (3Y) – 146.2% -224.8%

Profitability

14 metrics
MetricCLSSANMUCTT
Gross margin 12.0% 9.0% 15.8%
EBITDA margin 9.9% 5.4% 6.5%
Operating margin 8.8% 4.2% 2.8%
Pretax margin 8.4% 3.6% 1.7%
Net margin 7.2% 2.4% -1.1%
FCF margin 3.3% 4.7% -5.2%
Operating cash flow margin 7.3% 7.1% -3.0%
Return on equity 48.8% 12.2% -1.7%
Return on assets 12.4% 3.4% -0.6%
Return on invested capital 37.9% 7.8% 0.0%
Return on capital employed 48.2% 10.0% 4.3%
Asset turnover 1.7x 1.3x 1.2x
Cash conversion (OCF / net income) 1.0x 2.8x 3.3x
Stock comp / revenue 0.5% 0.7% 0.9%

Financial Health

11 metrics
MetricCLSSANMUCTT
Debt / assets 8.3% 22.3% 31.2%
Debt / equity 0.3x 0.8x 0.8x
Net debt / EBITDA 0.2x 0.5x 2.4x
Debt / FCF 1.6x 3.7x -5.3x
Liabilities / assets 74.7% 71.7% 62.6%
Equity / assets 25.3% 28.3% 37.4%
Interest coverage 21.9x 5.6x 2.3x
Current ratio 1.2x 1.8x 2.7x
Quick ratio 0.7x 1.0x 1.1x
Cash ratio 0.1x 0.4x 0.6x
Altman Z-score – – 2.87

Shareholder Returns

7 metrics
MetricCLSSANMUCTT
Dividend yield – – –
Net buyback yield 0.2% – 1.9%
Shareholder yield 0.2% – 1.9%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCLSSANMUCTT
Forward P/E 22.8xFY2026 13.8xFY2026 15.2xFY2026
EPS, next fiscal year $11.40FY2026 $11.31FY2026 $2.98FY2026
EPS growth, next FY +91.0%FY2026 +87.3%FY2026 +183.8%FY2026
EPS growth, the year after +77.5% +19.5% +102.0%
Revenue, next fiscal year $19.74BFY2026 $13.27BFY2026 $2.65BFY2026
Revenue growth, next FY +61.4%FY2026 +63.3%FY2026 +29.1%FY2026
Revenue growth, the year after +69.4% +33.4% +38.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCLSSANMUCTT
Held by institutions 69.0% 93.3% 100.0%
Institutions holding 873 569 433
Change in shares held, QoQ +5.0% -5.4% +2.5%
Institutions buying 518 317 238
Institutions selling 272 207 161
Buyers to sellers 1.90 1.53 1.48

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CLSSANMUCTT
CLS 1.00 0.45 0.47
SANM 0.45 1.00 0.55
UCTT 0.47 0.55 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CLS, SANM and UCTT?

Celestica (CLS) is the largest by market capitalisation: Celestica (CLS) $28.45B, Sanmina (SANM) $8.67B, Ultra Clean Holdings (UCTT) $2.11B.

Which stock is cheaper, CLS, SANM and UCTT?

Celestica (CLS) trades on the lowest price-to-earnings ratio (Celestica (CLS) 25.5x, Sanmina (SANM) 28.1x, Ultra Clean Holdings (UCTT) -90.0x). On next year's consensus earnings, Sanmina (SANM) is cheapest (Celestica (CLS) 22.8x, Sanmina (SANM) 13.8x, Ultra Clean Holdings (UCTT) 15.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Sanmina (SANM) grew revenue fastest over the trailing twelve months: Celestica (CLS) +47.3%, Sanmina (SANM) +58.6%, Ultra Clean Holdings (UCTT) +2.5%.

Which company is more profitable?

Celestica (CLS) has the highest net margin (Celestica (CLS) 7.2%, Sanmina (SANM) 2.4%, Ultra Clean Holdings (UCTT) -1.1%). On return on invested capital, Celestica (CLS) leads (Celestica (CLS) 37.9%, Sanmina (SANM) 7.8%, Ultra Clean Holdings (UCTT) 0.0%).

Which stock has performed better?

Over the past year Ultra Clean Holdings (UCTT) returned the most: Celestica (CLS) -8.0%, Sanmina (SANM) +17.3%, Ultra Clean Holdings (UCTT) +51.7%. Over five years, Celestica (CLS) compounded fastest (Celestica (CLS) +94.6%/yr, Sanmina (SANM) +32.7%/yr, Ultra Clean Holdings (UCTT) +1.0%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Sanmina (SANM) has been the steadiest (Celestica (CLS) 79.0%, Sanmina (SANM) 70.8%, Ultra Clean Holdings (UCTT) 89.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CLS, SANM and UCTT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Celestica (CLS) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.