BOS Better Online Solutions (BOSC)vsLumentum Holdings Inc (LITE)
BOSC
BOS Better Online Solutions
$5.13
+1.99%
TECHNOLOGY · Cap: $30.68M
LITE
Lumentum Holdings Inc
$777.17
-3.09%
TECHNOLOGY · Cap: $57.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 4256% more annual revenue ($2.11B vs $48.33M). LITE leads profitability with a 11.9% profit margin vs 6.8%. BOSC trades at a lower P/E of 9.7x. LITE earns a higher WallStSmart Score of 69/100 (B-).
BOSC
Hold47
out of 100
Grade: D+
LITE
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.1%
Fair Value
$3.63
Current Price
$5.13
$1.50 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
15.9% revenue growth
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
0.2% earnings growth
Smaller company, higher risk/reward
6.8% margin — thin
Premium valuation, high expectations priced in
Trading at 65.5x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BOSC
The strongest argument for BOSC centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum.
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 : BOSC
The primary concerns for BOSC are EPS Growth, Market Cap, Profit Margin.
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
LITE carries more volatility with a beta of 1.41 — expect wider price swings.
LITE is growing revenue faster at 65.5% — sustainability is the question.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LITE scores higher overall (69/100 vs 47/100) and 65.5% 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.
BOS Better Online Solutions
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
BOS Better Online Solutions Ltd. provides intelligent robotics, radio frequency identification (RFID) and supply chain solutions for companies around the world. The company is headquartered in Rishon LeZion, Israel.
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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