Celestica Inc vs NRG Energy Inc — how do they compare? Celestica Inc trades at $351 (market cap $42.80B), while NRG Energy Inc trades at $120.1 (market cap $25.36B). The key difference: Celestica Inc is the larger of the two by market cap, and NRG Energy Inc pays a 1.57% dividend while Celestica Inc pays none. Which is the better fit depends on your goals.
| CLS | NRG | |
|---|---|---|
Market Cap | $42.80B | $25.36B |
Sector | Technology | Utilities |
52-Week High | $472.40 | $184.03 |
52-Week Low | $181.34 | $117.04 |
Enterprise Value | $43.08B | $49.32B |
Dividend Yield | — | 1.57% |
Signals from Pluang's Aura AI — not financial advice
CLS trades at $339.46, up 9.37% in 24 hours, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $466.50. The stock has consistently beaten earnings estimates in recent quarters, with Q3 2026 EPS expected at $3.03. Strong revenue growth and robust profitability metrics, including a 52.69% ROE, highlight fundamental strength amid rising AI infrastructure demand.
Outlook remains positive driven by AI networking and hyperscaler investments, though risks include equity dilution from a recent $3 billion offering and premium valuations. Institutional sentiment is bullish with no sell ratings, but investors should monitor execution on growth initiatives and competitive pressures in the electronics manufacturing sector.
NRG Energy trades at $119.75, down 0.03% with a bearish technical outlook. The stock shows mixed fundamentals with strong revenue growth to $30.71B in 2025 but declining net margins to 2.56%. Recent Q2 2026 earnings missed estimates at $1.49 vs. $1.69 expected, though the company secured a transformative 1.2 GW Texas data center power project. Analyst consensus remains bullish with a $207.83 price target representing 74% upside potential.
The investment case balances strong analyst support and growth initiatives against execution risks and recent earnings misses. While the data center expansion offers long-term EBITDA growth potential, investors face near-term pressure from higher leverage and interest costs. The stock presents significant upside if management can deliver on growth targets while managing increased capital expenditures.
Trailing returns across standard periods
Latest headlines on both assets
Celestica provides supply chain and manufacturing solutions for global technology companies. It specializes in high-complexity assembly and platform solutions for AI data centers, aerospace, and medical markets.
Read more on CLS →NRG Energy is one of the largest retail energy providers in the U.S., with 7 million customers, including its 2021 acquisition of Direct Energy. It also is one of the largest U.S. independent power producers, with 16 gigawatts of nuclear, coal, gas, and oil power generation capacity primarily in Texas. Since 2018, NRG has divested its 47% stake in NRG Yield, among other renewable energy and conventional generation investments. NRG exited Chapter 11 bankruptcy as a stand-alone entity in December 2003.
Read more on NRG →