Boston Scientific Corp (BSX)vsLumentum Holdings Inc (LITE)
BSX
Boston Scientific Corp
$69.78
+0.57%
HEALTHCARE · Cap: $101.28B
LITE
Lumentum Holdings Inc
$777.17
-3.09%
TECHNOLOGY · Cap: $57.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Boston Scientific Corp generates 854% more annual revenue ($20.07B vs $2.11B). BSX leads profitability with a 14.4% profit margin vs 11.9%. BSX appears more attractively valued with a PEG of 0.75. LITE earns a higher WallStSmart Score of 69/100 (B-).
BSX
Buy63
out of 100
Grade: C+
LITE
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.2%
Fair Value
$70.62
Current Price
$69.78
$0.84 discount
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
Large-cap with strong market position
Growing faster than its price suggests
15.9% revenue growth
Generating 1.0B in free cash flow
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
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 65.5x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BSX
The strongest argument for BSX centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum. PEG of 0.75 suggests the stock is reasonably priced for its growth.
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 : BSX
The primary concerns for BSX are P/E Ratio.
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.
BSX generates stronger free cash flow (1.0B), providing more financial flexibility.
Monitor MEDICAL DEVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LITE scores higher overall (69/100 vs 63/100) and 65.5% revenue growth. Both earn "Strong 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.
Boston Scientific Corp
HEALTHCARE · MEDICAL DEVICES · USA
Boston Scientific Corporation, doing business as Boston Scientific, is a manufacturer of medical devices used in interventional medical specialties, including interventional radiology, interventional cardiology, peripheral interventions, neuromodulation, neurovascular intervention, electrophysiology, cardiac surgery, vascular surgery, endoscopy, oncology, urology and gynecology.
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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