WallStSmart

BOS Better Online Solutions (BOSC)vsLumentum Holdings Inc (LITE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lumentum Holdings Inc generates 5202% more annual revenue ($2.49B vs $46.93M). LITE leads profitability with a 17.7% profit margin vs 6.5%. BOSC trades at a lower P/E of 9.2x. LITE earns a higher WallStSmart Score of 74/100 (B).

BOSC

Hold

39

out of 100

Grade: F

Growth: 3.3Profit: 5.5Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 1.20

LITE

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 6.5Value: 5.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.58

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BOSC3 strengths · Avg: 10.0/10
P/E RatioValuation
9.2x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

LITE5 strengths · Avg: 9.0/10
Revenue GrowthGrowth
90.1%10/10

Revenue surging 90.1% year-over-year

EPS GrowthGrowth
71.1%10/10

Earnings expanding 71.1% YoY

Market CapQuality
$80.07B9/10

Large-cap with strong market position

PEG RatioValuation
0.638/10

Growing faster than its price suggests

Operating MarginProfitability
21.8%8/10

Strong operational efficiency at 21.8%

Areas to Watch

BOSC4 concerns · Avg: 2.5/10
Market CapQuality
$29.68M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.5%3/10

6.5% margin — thin

Revenue GrowthGrowth
-24.2%2/10

Revenue declined 24.2%

EPS GrowthGrowth
-50.6%2/10

Earnings declined 50.6%

LITE4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.113/10

Elevated debt levels

P/E RatioValuation
181.8x2/10

Premium valuation, high expectations priced in

Price/BookValuation
79.7x2/10

Trading at 79.7x book value

Altman Z-ScoreHealth
0.582/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BOSC

The strongest argument for BOSC centers on P/E Ratio, Price/Book, Debt/Equity.

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 : BOSC

The primary concerns for BOSC are Market Cap, Profit Margin, Revenue Growth.

Bear Case : LITE

The primary concerns for LITE are Debt/Equity, P/E Ratio, Price/Book. A P/E of 181.8x leaves little room for execution misses.

Key Dynamics to Monitor

BOSC profiles as a value stock while LITE is a growth play — different risk/reward profiles.

LITE carries more volatility with a beta of 1.53 — expect wider price swings.

LITE is growing revenue faster at 90.1% — sustainability is the question.

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.

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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