Actelis Networks Inc. (ASNS)vsLumentum Holdings Inc (LITE)
ASNS
Actelis Networks Inc.
$0.04
-4.55%
TECHNOLOGY · Cap: $3.54M
LITE
Lumentum Holdings Inc
$713.94
+2.99%
TECHNOLOGY · Cap: $64.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 67685% more annual revenue ($2.49B vs $3.67M). LITE leads profitability with a 17.7% profit margin vs -225.0%. LITE earns a higher WallStSmart Score of 74/100 (B).
ASNS
Hold39
out of 100
Grade: F
LITE
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 28.6% year-over-year
Revenue surging 90.1% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -212.3% — below average capital efficiency
Negative free cash flow — burning cash
Trading at 17.2x book value
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ASNS
The strongest argument for ASNS centers on Price/Book, Revenue Growth. Revenue growth of 28.6% demonstrates continued momentum.
Bull Case : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Profitability is solid with margins at 17.7% and operating margin at 21.8%. Revenue growth of 90.1% demonstrates continued momentum.
Bear Case : ASNS
The primary concerns for ASNS are EPS Growth, Market Cap, Return on Equity.
Bear Case : LITE
The primary concerns for LITE are Price/Book, Debt/Equity, P/E Ratio. A P/E of 147.1x leaves little room for execution misses.
Key Dynamics to Monitor
LITE carries more volatility with a beta of 1.48 — expect wider price swings.
LITE is growing revenue faster at 90.1% — sustainability is the question.
LITE generates stronger free cash flow (79M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LITE scores higher overall (74/100 vs 39/100), backed by strong 17.7% margins and 90.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Actelis Networks Inc.
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Arsanis, Inc., a clinical-stage biopharmaceutical company, focuses on applying monoclonal antibody (mAb) immunotherapies to treat infectious diseases. The company is headquartered in Waltham, Massachusetts.
Lumentum Holdings Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, Asia-Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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