ClearOne Inc (CLRO)vsLumentum Holdings Inc (LITE)
CLRO
ClearOne Inc
$4.99
+2.46%
TECHNOLOGY · Cap: $13.35M
LITE
Lumentum Holdings Inc
$927.03
-9.92%
TECHNOLOGY · Cap: $83.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates -157407% more annual revenue ($3.01B vs $-1.92M). CLRO leads profitability with a 0.0% profit margin vs -230.1%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 57/100 (C).
CLRO
Hold39
out of 100
Grade: F
LITE
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 216.4%
Conservative balance sheet, low leverage
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
0.0% margin — thin
Weak financial health signals
ROE of -44.9% — below average capital efficiency
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 : CLRO
The strongest argument for CLRO centers on Operating Margin, Debt/Equity. PEG of 1.44 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 109.3% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bear Case : CLRO
The primary concerns for CLRO are Market Cap, Profit Margin, Piotroski F-Score.
Bear Case : LITE
The primary concerns for LITE are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CLRO profiles as a value 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.
LITE generates stronger free cash flow (287M), providing more financial flexibility.
Bottom Line
LITE scores higher overall (57/100 vs 39/100) and 109.3% revenue growth. Both earn "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.
ClearOne Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
ClearOne, Inc. designs, develops, and sells conferencing, collaboration, and network transmission solutions for voice and visual communications in the United States and internationally. The company is headquartered in Salt Lake City, Utah.
Visit Website →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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