Cambium Networks Corp (CMBM)vsLumentum Holdings Inc (LITE)
CMBM
Cambium Networks Corp
$0.40
0.00%
TECHNOLOGY · Cap: $49.99M
LITE
Lumentum Holdings Inc
$945.08
+3.87%
TECHNOLOGY · Cap: $80.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 1345% more annual revenue ($2.49B vs $172.22M). LITE leads profitability with a 17.7% profit margin vs -57.0%. CMBM appears more attractively valued with a PEG of 0.34. LITE earns a higher WallStSmart Score of 74/100 (B).
CMBM
Buy53
out of 100
Grade: C-
LITE
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.2%
Fair Value
$3.93
Current Price
$0.40
$3.53 discount
Intrinsic value data unavailable for LITE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 569.0% YoY
Revenue surging 90.1% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Areas to Watch
1.6% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 79.7x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CMBM
The strongest argument for CMBM centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.34 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. Profitability is solid with margins at 17.7% and operating margin at 21.8%. Revenue growth of 90.1% demonstrates continued momentum.
Bear Case : CMBM
The primary concerns for CMBM are Revenue Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.76 is elevated, increasing financial risk.
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
CMBM profiles as a turnaround stock while LITE is a growth play — different risk/reward profiles.
CMBM carries more volatility with a beta of 2.00 — expect wider price swings.
LITE is growing revenue faster at 90.1% — sustainability is the question.
LITE generates stronger free cash flow (79M), providing more financial flexibility.
Bottom Line
LITE scores higher overall (74/100 vs 53/100), backed by strong 17.7% margins and 90.1% revenue growth. CMBM offers better value entry with a 66.2% margin of safety. 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.
Cambium Networks Corp
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Cambium Networks Corporation provides wireless broadband network infrastructure products and solutions for network operators. The company is headquartered in Rolling Meadows, Illinois.
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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