Head to Head

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

On Alexandria's Compass, Celestica Inc. has the edge with a 93/100 score versus 92/100 for TDG. Here is how they stack up, factor by factor.

Celestica Inc.

NYSE:CLS

Edge
93/100 Compass
True NorthAccumulate$41.9B

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

TransDigm Group

NYSE:TDG

92/100 Compass
True NorthAccumulate$73.2B

The best toll booth in aerospace sits near its 52-week low while aftermarket demand is accelerating into a multi-year upcycle.

Full TDG analysis

Factor by factor

FactorCLSTDG
Revenue Growth9835
Profitability5585
Valuation3562
Momentum6543
Theme Purity7797
Moat5363
Catalysts8479
Market Position5056

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Frequently asked questions

Is CLS or TDG the better buy in 2026?

By Compass Score, Celestica Inc. (NYSE:CLS) edges it at 93/100 versus 92/100 for TDG. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare CLS and TDG?

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.