Celestica (CLS) vs Sanmina (SANM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Sanmina (SANM) has outperformed Celestica (CLS) over the past year, gaining 74.7% versus a gain of 56.3%. Over five years, CLS leads with a +3886.8% price change compared with +455.2% for SANM. Celestica is the larger company by market cap ($44.96 billion vs $11.28 billion), about 4.0 times the size.
On valuation, Sanmina trades at a lower forward P/E (15.1x vs 18.1x for Celestica). Celestica converts more of its revenue into profit, with a net margin of 6.7% versus 3.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CLS | SANM |
|---|---|---|
| Share price | $356.53 | $210.48 |
| Market cap | $44.96B | $11.28B |
| 1-day change | -4.05% | -4.07% |
| YTD return | +25.70% | +46.21% |
| 1-year return | +56.26% | +74.66% |
| 5-year return | +3886.80% | +455.19% |
| P/E ratio (TTM) | 37.02 | 37.65 |
| Forward P/E | 18.14 | 15.12 |
| EPS (TTM) | $9.63 | $5.59 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $12.39B | $8.13B |
| Revenue growth (YoY) | +28.46% | +7.40% |
| Net income (latest FY) | $832.50M | $245.89M |
| Gross margin | 12.06% | 8.81% |
| Operating margin | 8.40% | 4.36% |
| Net margin | 6.72% | 3.03% |
| 52-week high | $474.03 | $288.68 |
| 52-week low | $238.23 | $118.10 |
| Distance from 52-week high | -24.79% | -27.09% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +32.92% | +23.53% |
| Average volume | 2.51M | 678.65K |
| Shares outstanding | 126.11M | 53.60M |
| Employees | 23,803 | 35,000 |
| Sector | Technology | Technology |
| Industry | Electrical Products | Electrical Products |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Celestica is about 4.0 times larger than Sanmina by market value ($44.96B vs $11.28B).
- SANM has outperformed CLS by 18.4 percentage points over the past year.
- Celestica grew revenue faster in its latest fiscal year (+28.46% vs +7.40%).
About Celestica
CLS stock →Celestica Inc., together with its subsidiaries, provides supply chain solutions in Asia, North America, and internationally. It operates through two segments, Advanced Technology Solutions, and Connectivity and Cloud Solutions.
Technology · Electrical Products · 23,803 employees
About Sanmina
SANM stock →Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services.
Technology · Electrical Products · 35,000 employees
CLS vs SANM FAQ
Which is bigger, Celestica or Sanmina?
Celestica (CLS) is larger, with a market capitalization of $44.96B compared with $11.28B for Sanmina (SANM).
Which stock has performed better over the past year, CLS or SANM?
SANM returned +74.66% over the past 12 months, compared with +56.26% for CLS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CLS or SANM?
CLS has the lower trailing P/E at 37.0, versus 37.7 for SANM. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Celestica and Sanmina in the same industry?
Yes. Both are classified in the Electrical Products industry within the Technology sector.