Celestica (NYSE:CLS – Get Free Report) and Rogers (NYSE:ROG – Get Free Report) are both technology companies, but which is the better stock? We will contrast the two companies based on the strength of their earnings, institutional ownership, valuation, risk, dividends, profitability and analyst recommendations.
Analyst Recommendations
This is a summary of recent ratings and recommmendations for Celestica and Rogers, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Celestica | 0 | 1 | 23 | 0 | 2.96 |
| Rogers | 0 | 2 | 1 | 1 | 2.75 |
Celestica currently has a consensus target price of $450.50, indicating a potential upside of 43.13%. Rogers has a consensus target price of $225.00, indicating a potential upside of 62.66%. Given Rogers’ higher probable upside, analysts clearly believe Rogers is more favorable than Celestica.
Institutional & Insider Ownership
67.4% of Celestica shares are owned by institutional investors. Comparatively, 96.0% of Rogers shares are owned by institutional investors. 1.1% of Celestica shares are owned by insiders. Comparatively, 1.1% of Rogers shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Profitability
This table compares Celestica and Rogers’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Celestica | 7.16% | 39.96% | 11.06% |
| Rogers | 3.75% | 5.17% | 4.31% |
Volatility and Risk
Celestica has a beta of 2.01, suggesting that its share price is 101% more volatile than the S&P 500. Comparatively, Rogers has a beta of 0.43, suggesting that its share price is 57% less volatile than the S&P 500.
Valuation and Earnings
This table compares Celestica and Rogers”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Celestica | $12.39 billion | 2.92 | $832.50 million | $9.62 | 32.72 |
| Rogers | $810.80 million | 3.05 | -$61.80 million | $1.75 | 79.04 |
Celestica has higher revenue and earnings than Rogers. Celestica is trading at a lower price-to-earnings ratio than Rogers, indicating that it is currently the more affordable of the two stocks.
Summary
Celestica beats Rogers on 10 of the 15 factors compared between the two stocks.
About Celestica
Celestica Inc. provides supply chain solutions in North America, Europe, and Asia. It operates through two segments: Advanced Technology Solutions, and Connectivity & Cloud Solutions. The company offers a range of product manufacturing and related supply chain services, including design and development, new product introduction, engineering services, component sourcing, electronics manufacturing and assembly, testing, complex mechanical assembly, systems integration, precision machining, order fulfillment, logistics, asset management, product licensing, and after-market repair and return services. It also provides hardware platform solutions, which includes development of infrastructure platforms, and hardware and software design solutions and services which is used as-is or customized for specific applications; and management of program including design and supply chain, manufacturing, and after-market support, including IT asset disposition and asset management services. The company offers its products and services to original equipment manufacturers, cloud-based, and other service providers, including hyperscalers, and other companies in aerospace and defense, industrial, HealthTech, capital equipment, and communication and enterprise markets. Celestica Inc. was incorporated in 1994 and is headquartered in Toronto, Canada.
About Rogers
Rogers Corporation engages in the design, development, manufacture, and sale of engineered materials and components worldwide. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles (EV/HEV), wireless infrastructure, automotive, renewable energy, aerospace and defense, mass transit, industrial, connected devices, and wired infrastructure. This segment sells its products under the curamik, ROLINX, RO4000, RO3000, RT/duroid, CLTE Series, TMM, AD Series, DiClad, CuClad Series, Kappa, COOLSPAN, TC Series, IsoClad, MAGTREX, IM, 2929 Bondply, SpeedWave Prepreg, RO4400/RO4400T, and Radix names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSorba, XRD, Silicone Engineering, and R/bak names. The Other segment provides elastomer components; and elastomer floats for level sensing in fuel tanks, motors, and storage tanks for applications in the general industrial and automotive markets under the ENDUR and NITROPHYL names. The company was founded in 1832 and is headquartered in Chandler, Arizona.
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