Head to Head

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

On Alexandria's Compass, Celestica Inc. has the edge with a 91/100 score versus 90/100 for SIMO. Here is how they stack up, factor by factor.

Celestica Inc.

NYSE:CLS

Edge
91/100 Compass
True NorthAccumulate$37.1B

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

Silicon Motion Technology Corporation

NASDAQ:SIMO

90/100 Compass
True NorthHold$8.2B

The NAND controller king finally has its moment, but $290 prices in a cycle that always ends the same way.

Full SIMO analysis

Factor by factor

FactorCLSSIMO
Revenue Growth9898
Profitability5561
Valuation4561
Momentum4460
Theme Purity7777
Moat5350
Catalysts8484
Market Position5050

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Frequently asked questions

Is CLS or SIMO the better buy in 2026?

By Compass Score, Celestica Inc. (NYSE:CLS) edges it at 91/100 versus 90/100 for SIMO. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare CLS and SIMO?

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.