KTCC vs CLS vs JBL vs PLXS

For growth investors, Celestica Inc.

(CLS) is the stronger pick with 30. 7% revenue growth year-over-year, versus -17. 5% for Key Tronic Corporation (KTCC). Plexus Corp. (PLXS) offers the better valuation at 41. 6x trailing P/E (33. 8x forward), making it the more compelling value choice. Analysts rate Celestica Inc. (CLS) a "Buy" — based on 27 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Plexus Corp.

(PLXS) is the cheapest at 41. 6x versus Jabil Inc. at 59. 1x. On forward P/E, Jabil Inc. is actually cheaper at 28. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Jabil Inc. wins at 0. 37x versus Plexus Corp. 's 3. 47x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Celestica Inc.

(CLS) delivered a total return of +45. 4%, compared to -53. 9% for Key Tronic Corporation (KTCC). Over 10 years, the gap is even starker: CLS returned +37. 0% versus KTCC's -53. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Key Tronic Corporation (KTCC) is the lower-risk stock at 0.

53β versus Celestica Inc. 's 2. 75β — meaning CLS is approximately 416% more volatile than KTCC relative to the S&P 500. On balance sheet safety, Plexus Corp. (PLXS) carries a lower debt/equity ratio of 12% versus 2% for Jabil Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Celestica Inc.

(CLS) is pulling ahead at 30. 7% versus -17. 5% for Key Tronic Corporation (KTCC). On earnings-per-share growth, the picture is similar: Celestica Inc. grew EPS 101. 9% year-over-year, compared to -196. 2% for Key Tronic Corporation. Over a 3-year CAGR, CLS leads at 20. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Celestica Inc.

(CLS) is the more profitable company, earning 6. 7% net margin versus -1. 8% for Key Tronic Corporation — meaning it keeps 6. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CLS leads at 8. 6% versus 0. 1% for KTCC. At the gross margin level — before operating expenses — CLS leads at 11. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Jabil Inc. (JBL) is the more undervalued stock at a PEG of 0. 37x versus Plexus Corp. 's 3. 47x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Jabil Inc. (JBL) trades at 28. 4x forward P/E versus 38. 4x for Celestica Inc. — 10. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CLS: 19. 2% to $459. 00.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Key Tronic Corporation (KTCC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

53)). Celestica Inc. (CLS) carries a higher beta of 2. 75 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (KTCC: -53. 7%, CLS: +37. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: KTCC is a small-cap quality compounder stock; CLS is a mid-cap high-growth stock; JBL is a mid-cap quality compounder stock; PLXS is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.