Ceragon Networks Ltd (CRNT)vsLumentum Holdings Inc (LITE)
CRNT
Ceragon Networks Ltd
$2.35
-1.67%
TECHNOLOGY · Cap: $214.51M
LITE
Lumentum Holdings Inc
$802.01
+2.07%
TECHNOLOGY · Cap: $61.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 643% more annual revenue ($2.49B vs $335.08M). LITE leads profitability with a 17.7% profit margin vs -0.7%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 74/100 (B).
CRNT
Avoid31
out of 100
Grade: F
LITE
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.2%
Fair Value
$7.14
Current Price
$2.35
$4.79 discount
Intrinsic value data unavailable for LITE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
Smaller company, higher risk/reward
Operating margin of 3.1%
Weak financial health signals
Expensive relative to growth rate
Trading at 19.3x book value
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRNT
The strongest argument for CRNT centers on 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 : CRNT
The primary concerns for CRNT are Market Cap, Operating Margin, Piotroski F-Score.
Bear Case : LITE
The primary concerns for LITE are Price/Book, Debt/Equity, P/E Ratio. A P/E of 138.8x leaves little room for execution misses.
Key Dynamics to Monitor
CRNT profiles as a turnaround stock while LITE is a growth play — different risk/reward profiles.
LITE carries more volatility with a beta of 1.48 — 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 31/100), backed by strong 17.7% margins and 90.1% revenue growth. CRNT offers better value entry with a 67.2% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ceragon Networks Ltd
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ceragon Networks Ltd. provides wireless backhaul solutions that enable cellular operators and other wireless service providers to provide voice and data services. The company is headquartered in Tel Aviv, 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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