Celestica Stock And 2 Cash Flow Picks Investors May Want To Watch

Rising oil prices linked to the Strait of Hormuz have kept inflation worries alive and central banks cautious on interest rates. That has left many investors focused on headline risks, while some cash rich companies quietly trade below their SWS DCF fair value. This article explains why those mispricings can matter and profiles 3 undervalued stocks that the cash flow screener currently flags as worth a closer look.

The stocks covered below are just a sample, and the full screen currently highlights 31 more companies with similarly interesting cash flow stories that are not discussed here. To go straight to the source and identify your own top ideas, analyze the full results in the Undervalued Stocks Based On Cash Flows screener.

Kraken Robotics (TSXV:PNG)

Overview: Kraken Robotics is a Canadian marine technology company that designs and sells sonar and optical sensors, subsea batteries and underwater robotic systems that help military and commercial customers map the seafloor, secure ports and inspect offshore infrastructure. Its hardware and services support missions such as mine hunting, offshore energy surveys and deep sea monitoring across Canada and international markets.

Operations: Kraken Robotics currently generates about CA$66 million from Products and CA$41 million from Services, with revenue diversified across Asia Pacific, North America and Europe, the Middle East and Africa.

Market Cap: CA$1.93 billion

Kraken Robotics sits at the intersection of growing defense interest in unmanned underwater vehicles and rising demand for offshore energy and subsea monitoring. This positioning is drawing attention to its Synthetic Aperture Sonar, KATFISH systems and SeaPower batteries. The recent Covelya acquisition and expanded order book across maritime defense, offshore energy and ocean science highlight how the product mix is shifting toward a broader suite of sensors and navigation solutions. Analysts see value in its future cash flows even though the company is still loss making and reliant on external borrowing. Significant insider selling, higher debt after the Covelya deal and lumpy contract timing mean this is not a low risk story. Those same factors can also contribute to potential mispricing that patient investors may want to understand more deeply before deciding how to position.

Kraken Robotics sits at the center of growing interest in unmanned underwater systems, yet its valuation still reflects a lot of skepticism. See how the current cash flow picture stacks up in the analysis report for Kraken Robotics.

Build your own cash flow shortlist

Kraken Robotics and the two other stocks in this list all surfaced from a single screener, but the stronger edge comes from setting your own rules. Use our flexible Screener to combine valuation, cash flow and balance sheet filters that fit your style, or start with one of our curated Investing Ideas for ready made shortlists.

Celestica (TSX:CLS)

Overview: Celestica is a Toronto based electronics manufacturing and supply chain company that designs, builds and services hardware for customers in cloud computing, AI data centers, aerospace and defense, industrial, HealthTech and communications, often acting as the behind the scenes partner for major brands and hyperscalers.

Operations: Celestica generates about $3.3b from its Advanced Technology Solutions segment and $12.3b from Connectivity and Cloud Solutions, with the latter accounting for the majority of revenue.

Market Cap: CA$58.5b

Celestica is drawing attention because it sits at the heart of AI and cloud hardware spending, with hyperscaler demand feeding its large Connectivity and Cloud Solutions segment and a growing pipeline of high speed networking and rack scale platforms. Recent Q2 2026 results beat on revenue and EBITDA, full year revenue guidance moved up to around $20.5b and multiple banks raised price targets, which supports the current undervaluation signal on future cash flows. At the same time, heavy reliance on a small group of large customers, high non cash earnings and fresh equity issuance of about $3b keep execution and dilution risks on the table. For investors tracking AI infrastructure, Celestica is a story that may warrant closer scrutiny before deciding how to act.

Celestica’s AI hardware momentum and updated guidance indicate that the market may still be pricing yesterday’s story. See what the analyst forecasts for Celestica reveals about where expectations and key risks really meet.

SSR Mining (TSX:SSRM)

Overview: SSR Mining is a Denver based precious metals producer that acquires, explores and develops gold, silver and base metal deposits across the United States, Canada, Argentina and formerly Türkiye, with current operations anchored by the Marigold, Seabee and Puna mines.

Market Cap: CA$8.28 billion

SSR Mining stands out because the stock trades at a sizable discount to both analyst targets and cash flow based fair value estimates, while it runs a debt free balance sheet backed by about US$1.8b in cash and an Americas focused mine portfolio. Forecast earnings and revenue growth, improving profit margins and active capital returns through large buybacks and a reinstated dividend provide a mix of income and potential re rating, all supported by a detailed analyst DCF. On the other hand, there is real country and permitting risk around past assets like Çöpler, high all in sustaining costs at some operations and exposure to gold prices. For investors who can tolerate those swings, this is a complicated story that could reward deeper research.

SSR Mining’s cash rich, debt free position and discounted valuation suggest a story the market may not have fully priced in yet. See how the detailed DCF valuation analysis for SSR Mining reshapes the risk reward balance before one key assumption shifts.

Seeking Fresh Alternatives Beyond Today’s Picks

Markets move fast and the best breakout setups rarely stay under the radar for long. Track momentum while it matters, before prices move significantly, and focus on identifying opportunities early.

• Scan for high conviction turnaround opportunities that pair strong balance sheets with improving trends using the curated 10 high quality undiscovered gems before the crowd starts chasing them.
• Consider the structural shift toward electrification and infrastructure upgrades by reviewing the focused 36 power grid technology and infrastructure stocks while these ideas are still relatively overlooked.
• Look into potential metal price momentum by checking the hand picked 31 elite gold producer stocks before valuations change and entry points potentially become more difficult to identify.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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