CLS vs SANM: which is the better buy in 2026?
On Alexandria's Compass, Celestica Inc. has the edge with a 92/100 score versus 90/100 for SANM. Here is how they stack up, factor by factor.
Celestica Inc.
NYSE:CLS
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 analysisSanmina Corporation
NASDAQ:SANM
Sanmina is finally getting the AI manufacturing premium it deserved, but the easy money has been made at 3x in twelve months.
Full SANM analysisFactor by factor
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 SANM the better buy in 2026?
By Compass Score, Celestica Inc. (NYSE:CLS) edges it at 92/100 versus 90/100 for SANM. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.
How does Alexandria compare CLS and SANM?
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.