Celestica Inc vs PulteGroup, Inc. — how do they compare? Celestica Inc trades at $312.8 (market cap $39.77B), while PulteGroup, Inc. trades at $132.77 (market cap $24.77B). The key difference: Celestica Inc is the larger of the two by market cap, and PulteGroup, Inc. pays a 0.8% dividend while Celestica Inc pays none. Which is the better fit depends on your goals.
| CLS | PHM | |
|---|---|---|
Market Cap | $39.77B | $24.77B |
Sector | Technology | Consumer Cyclical |
52-Week High | $472.40 | $142.56 |
52-Week Low | $181.34 | $110.11 |
Enterprise Value | $40.05B | $25.19B |
Dividend Yield | — | 0.8% |
Signals from Pluang's Aura AI — not financial advice
CLS trades at $317.83, up 1.05% today, with strong earnings momentum after beating estimates in Q4 2025, Q1 2026, and Q2 2026. Technical indicators show a bearish trend with support at $309 and resistance at $323. The company reported $12.39B revenue in 2025 with net income of $832.5M, supported by robust cash flow from operations of $659.5M. Recent news highlights a $3B equity offering to fund AI infrastructure growth, though it may cause near-term dilution.
Outlook is positive with analyst consensus price target of $455.33 (43% upside), but risks include equity dilution from the offering and premium valuations (P/E 36.4). Growth catalysts are strong AI-driven demand and expanding partnerships, making CLS a compelling pick for investors seeking exposure to data center infrastructure, albeit with volatility near-term.
PulteGroup (PHM) trades at $132.90, up 2.59% today, with a bullish technical signal and support near $131. The stock shows solid fundamentals with a P/E of 13.58 and net income margin of 11.62%, though recent quarters saw mixed earnings results. The company expanded into Northwest Florida and reported a Q2 2026 EPS beat, while cash flow trends remain positive.
Outlook is cautiously optimistic with a consensus price target of $137.20 offering modest upside. Risks include housing market pressure and margin declines, but strong institutional interest and a moderate buy rating suggest resilience. The stock presents a value opportunity amid industry headwinds.
Trailing returns across standard periods
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 →PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →