Head to Head

CLS vs JBL: which is the better buy in 2026?

On Alexandria's Compass, Celestica, Inc. has the edge with a 94/100 score versus 91/100 for JBL. Here is how they stack up, factor by factor.

Celestica, Inc.

NYSE:CLS

Edge
94/100 Compass
True NorthAccumulate$42.3B

The hyperscaler's favourite hardware partner has graduated from contract manufacturer to AI infrastructure designer, and the multiple still doesn't reflect it.

Full CLS analysis

Jabil Inc.

NYSE:JBL

91/100 Compass
True NorthAccumulate$38.0B

AI server build-out turned a sleepy contract manufacturer into a 23% grower, and the September briefing should make Wall Street admit it.

Full JBL analysis

Factor by factor

FactorCLSJBL
Revenue Growth9835
Profitability5556
Valuation4134
Momentum5569
Theme Purity7777
Moat5353
Catalysts8484
Market Position5050

Get head-to-heads like this, free

Join the Alexandria e-letter for Compass verdicts, earnings intelligence, and the contrarian calls the crowd misses. Twice a week, no noise.

Free forever. Unsubscribe anytime. We never share your email.

Frequently asked questions

Is CLS or JBL the better buy in 2026?

By Compass Score, Celestica, Inc. (NYSE:CLS) edges it at 94/100 versus 91/100 for JBL. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare CLS and JBL?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.