Actelis Networks Inc. (ASNS)vsLumentum Holdings Inc (LITE)
ASNS
Actelis Networks Inc.
$0.38
-12.53%
TECHNOLOGY · Cap: $2.48M
LITE
Lumentum Holdings Inc
$777.17
-3.09%
TECHNOLOGY · Cap: $57.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 62425% more annual revenue ($2.11B vs $3.37M). LITE leads profitability with a 11.9% profit margin vs -2.2%. LITE earns a higher WallStSmart Score of 69/100 (B-).
ASNS
Avoid32
out of 100
Grade: F
LITE
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ASNS.
Margin of Safety
-255.6%
Fair Value
$161.46
Current Price
$777.17
$615.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 65.5% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Growing faster than its price suggests
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -2.6% — below average capital efficiency
Revenue declined 74.7%
Premium valuation, high expectations priced in
Trading at 65.5x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ASNS
The strongest argument for ASNS centers on Price/Book.
Bull Case : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.
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 P/E Ratio, Price/Book, Altman Z-Score. A P/E of 232.5x leaves little room for execution misses.
Key Dynamics to Monitor
ASNS profiles as a turnaround stock while LITE is a growth play — different risk/reward profiles.
ASNS carries more volatility with a beta of 2.25 — expect wider price swings.
LITE is growing revenue faster at 65.5% — sustainability is the question.
LITE generates stronger free cash flow (51M), providing more financial flexibility.
Bottom Line
LITE scores higher overall (69/100 vs 32/100) and 65.5% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
Compare with Other COMMUNICATION EQUIPMENT Stocks
Want to dig deeper into these stocks?