WallStSmart

Telefonaktiebolaget LM Ericsson B ADR (ERIC)vsLumentum Holdings Inc (LITE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Telefonaktiebolaget LM Ericsson B ADR generates 9557% more annual revenue ($240.31B vs $2.49B). LITE leads profitability with a 17.7% profit margin vs 10.9%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 74/100 (B).

ERIC

Hold

42

out of 100

Grade: D

Growth: 2.0Profit: 6.0Value: 6.7Quality: 6.5
Piotroski: 5/9Altman Z: 2.11

LITE

Strong Buy

74

out of 100

Grade: B

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ERICUndervalued (+61.1%)

Margin of Safety

+61.1%

Fair Value

$28.62

Current Price

$12.56

$16.06 discount

UndervaluedFair: $28.62Overvalued

Intrinsic value data unavailable for LITE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ERIC4 strengths · Avg: 8.8/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Return on EquityProfitability
24.3%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$7.03B8/10

Generating 7.0B in free cash flow

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
$74.47B9/10

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

ERIC4 concerns · Avg: 2.3/10
Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

PEG RatioValuation
3.532/10

Expensive relative to growth rate

Revenue GrowthGrowth
-10.3%2/10

Revenue declined 10.3%

EPS GrowthGrowth
-78.5%2/10

Earnings declined 78.5%

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

Elevated debt levels

P/E RatioValuation
169.4x2/10

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 : ERIC

The strongest argument for ERIC centers on Price/Book, Return on Equity, P/E Ratio.

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 : ERIC

The primary concerns for ERIC are Operating Margin, PEG Ratio, Revenue Growth.

Bear Case : LITE

The primary concerns for LITE are Debt/Equity, P/E Ratio, Price/Book. A P/E of 169.4x leaves little room for execution misses.

Key Dynamics to Monitor

ERIC profiles as a declining 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.

ERIC generates stronger free cash flow (7.0B), providing more financial flexibility.

Bottom Line

LITE scores higher overall (74/100 vs 42/100), backed by strong 17.7% margins and 90.1% revenue growth. ERIC offers better value entry with a 61.1% margin of safety. 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.

Telefonaktiebolaget LM Ericsson B ADR

TECHNOLOGY · COMMUNICATION EQUIPMENT · USA

Telefonaktiebolaget LM Ericsson (publ), provides communications infrastructure, services and software solutions for telecommunications and other sectors. The company is headquartered in Stockholm, Sweden.

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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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