Celestica Inc vs Corning Inc

Celestica Inc (CLS) is overvalued and Corning Inc (GLW) is overvalued.

Both trade above our estimate of their intrinsic value. CLS is the closer of the two: -93%, against -206% for GLW.

Values as of the 22 Sept 2026 close.

Celestica Inc (CLS)

Discounting its cash flows at 13.5% (average of 3 methods) values the shares at $184.33; the price of $356.09 is 93% above that value, and 64% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

Corning Inc (GLW)

Discounting its cash flows at 10.3% (average of 3 methods) values the shares at $52.22; the price of $159.69 is 206% above that value, and 72% of that value comes from beyond year five.

Leak Score 56/100 on 10 of 12 signals

MetricCLSGLW
VerdictOvervaluedOvervalued
Price$356.09$159.69
Intrinsic value$184.33$52.22
Margin of safety-93%-206%
Leak Score59/100 (3/12)56/100 (10/12)
Market cap$44.9B$137.6B
Revenue growth, 5 years16.6%6.7%
Operating margin8.4%16.5%
Net margin7.2%11.2%
Return on equity52.7%16.1%
Debt to equity0.400.75
P/E37.0x73.3x
Forward P/E18.3x36.7x
P/B16.5x11.5x
Dividend yield0.7%

All stocks in Electronic Components