BOS Better Online Solutions (BOSC)vsLumentum Holdings Inc (LITE)
BOSC
BOS Better Online Solutions
$4.66
0.00%
TECHNOLOGY · Cap: $32.90M
LITE
Lumentum Holdings Inc
$927.03
-9.92%
TECHNOLOGY · Cap: $83.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 5897% more annual revenue ($3.01B vs $50.26M). BOSC leads profitability with a 7.2% profit margin vs -230.1%. LITE earns a higher WallStSmart Score of 57/100 (C).
BOSC
Buy57
out of 100
Grade: C
LITE
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 68.3% YoY
Conservative balance sheet, low leverage
Revenue surging 28.9% year-over-year
Revenue surging 109.3% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 28.0%
Areas to Watch
Smaller company, higher risk/reward
7.2% margin — thin
Distress zone — elevated risk
Trading at 17.7x book value
ROE of -149.3% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : BOSC
The strongest argument for BOSC centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 28.9% demonstrates continued momentum.
Bull Case : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 109.3% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bear Case : BOSC
The primary concerns for BOSC are Market Cap, Profit Margin, Altman Z-Score.
Bear Case : LITE
The primary concerns for LITE are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
BOSC profiles as a growth stock while LITE is a hypergrowth play — different risk/reward profiles.
LITE carries more volatility with a beta of 1.54 — expect wider price swings.
LITE is growing revenue faster at 109.3% — sustainability is the question.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BOSC scores higher overall (57/100 vs 57/100) and 28.9% revenue growth. Both earn "Buy" and "Buy" 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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