Amphenol vs Celestica: Which Is the Stronger Buy Today?

CLS: Celestica logo
CLS
Celestica

Even as Celestica surged 10% during the past Week, its peer Amphenol may be a better choice. Consistently evaluating alternatives is core to sound investment approach. Amphenol (APH) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Celestica (CLS) stock, suggesting you may be better off investing in APH

  • APH’s quarterly revenue growth was 53.4%, vs. CLS’s 21.0%.
  • In addition, its Last 12 Months revenue growth came in at 47.4%, ahead of CLS’s 20.5%.
  • APH leads on profitability over both periods – LTM margin of 24.6% and 3-year average of 22.2%.

Markets reward quality over time, and that’s what High Quality Portfolio captures.

CLS provides hardware platform, supply chain, data communications, and information processing infrastructure solutions across Advanced Technology and Connectivity & Cloud segments globally. APH designs and manufactures electrical, electronic, and fiber optic connectors across harsh environment, communications, and sensor segments, distributing products via sales teams, representatives, and electronics distributors.

Valuation & Performance Overview

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  CLS APH Preferred
     
Valuation      
P/EBIT Ratio 46.0 32.1 APH
     
Revenue Growth      
Last Quarter 21.0% 53.4% APH
Last 12 Months 20.5% 47.4% APH
Last 3 Year Average 19.2% 20.7% APH
     
Operating Margins      
Last 12 Months 7.1% 24.6% APH
Last 3 Year Average 5.7% 22.2% APH
     
Momentum      
Last 3 Year Return 2702.4% 277.9% APH

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: CLS Revenue Comparison | APH Revenue Comparison
See more margin details: CLS Operating Income Comparison | APH Operating Income Comparison
 
But do these numbers tell the full story? Read Buy or Sell APH Stock to see if Amphenol’s edge holds up under the hood or if Celestica still has cards to play (see Buy or Sell CLS Stock).

Historical Market Performance

  2020 2021 2022 2023 2024 2025 Total [1] Avg Best
Returns
CLS Return -2% 38% 1% 160% 215% 227% 3487% <===
APH Return 22% 35% -12% 32% 41% 97% 422%  
S&P 500 Return 16% 27% -19% 24% 23% 17% 110%  
Monthly Win Rates [3]
CLS Win Rate 58% 67% 50% 67% 75% 67%   64%  
APH Win Rate 58% 75% 25% 58% 75% 78%   62%  
S&P 500 Win Rate 58% 75% 42% 67% 75% 67%   64% <===
Max Drawdowns [4]
CLS Max Drawdown -66% -12% -26% -6% -6% -28%   -24%  
APH Max Drawdown -37% -8% -28% -4% -5% -15%   -16%  
S&P 500 Max Drawdown -31% -1% -25% -1% -2% -15%   -12% <===

[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 10/27/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

 
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read APH Dip Buyer Analyses and CLS Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.