After a difficult week, Canadian fairness markets have rebounded, with the S&P/TSX Composite Index climbing 1.7% this week. Yr thus far, the index has gained 23%. In the meantime, the next two shares have outperformed the broader market, delivering returns of over 100% this 12 months. Let’s take a more in-depth have a look at their latest performances and progress outlooks to find out whether or not they nonetheless current engaging shopping for alternatives.

Celestica

Celestica (TSX:CLS), which provides knowledge centre infrastructure and superior know-how options, is among the prime performers this 12 months, with returns of over 250%. Its spectacular quarterly performances and wholesome progress prospects amid its publicity to the high-growth synthetic intelligence (AI) sector have improved buyers’ sentiments, driving its inventory value increased.

In its just lately reported third-quarter outcomes, the corporate delivered robust progress, with income and adjusted earnings per share (EPS) growing by 27.6% and 51.9%, respectively. Its adjusted working margin additionally expanded by 80 foundation factors to 7.6%. The strong efficiency of its Connectivity & Cloud Options (CCS) section, pushed by a 79% surge in {Hardware} Platform Options income, greater than offset a 4% decline in Superior Expertise Options (ATS) income, fueling total top-line progress.

Furthermore, Celestica’s administration stays optimistic about future buyer demand, supported by ongoing investments in increasing synthetic intelligence (AI) knowledge centre infrastructure. Constructing on its robust third-quarter outcomes and stable progress outlook, the corporate has raised its 2025 steerage and launched a strong outlook for 2026. The revised 2025 projections name for income and adjusted EPS progress of 26.4% and 52.1%, respectively, on a year-over-year foundation. In the meantime, its 2026 steerage implies income progress of 65.8% and adjusted EPS progress of 111.3% in comparison with 2024 ranges.

In the meantime, Celestica’s latest robust rally has lifted its valuation, with its subsequent 12-month (NTM) price-to-sales and price-to-earnings ratios now at 2.5 and 42.4, respectively. Whereas the inventory might seem costly, its strong progress outlook and constantly robust monetary efficiency justify the premium, making it a gorgeous purchase even at present ranges.

5N Plus

5N Plus (TSX:VNP) develops, manufactures, and markets specialty semiconductors and efficiency supplies that serve a variety of high-growth industries, together with renewable power, area, safety, prescribed drugs, medical imaging, and industrial functions. Supported by its quarterly performances and wholesome progress prospects, the corporate has delivered a formidable return of over 180% this 12 months.

In its just lately reported third-quarter outcomes, 5N Plus’s income grew 33% to $104.9 million, which was a 10-year excessive. Robust gross sales of its specialty semiconductors, pushed by growing demand within the terrestrial renewable power and area solar energy markets, together with increased pricing for bismuth-based merchandise inside its efficiency supplies section, contributed to its gross sales progress.

Together with strong top-line progress, 5N Plus’s gross margin expanded by 580 foundation factors, driving an 86% year-over-year improve in adjusted EBITDA (earnings earlier than curiosity, taxes, depreciation, and amortization) to $29.1 million. Web revenue surged 184% to $18.2 million in comparison with the identical quarter final 12 months. The corporate additionally strengthened its steadiness sheet by lowering web debt to $63.3 million from $100.1 million firstly of the 12 months, thereby decreasing its net-debt-to-EBITDA ratio to a wholesome 0.74.

Trying forward, 5N Plus expects continued robust demand for specialty semiconductors, supported by the rising terrestrial renewable power sector and area solar energy market. With its international presence, robust sourcing capabilities, and high-quality product portfolio, the corporate is well-positioned to capitalize on this rising demand amid a shifting geopolitical panorama. Furthermore, its valuation stays engaging, with a NTM price-to-earnings ratio of 25.2, making 5N Plus a compelling funding alternative.