WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Telefonaktiebolaget LM Ericsson B ADR generates 7873% more annual revenue ($240.31B vs $3.01B). ERIC leads profitability with a 10.8% 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).

ERIC

Hold

46

out of 100

Grade: D+

Growth: 2.0Profit: 6.0Value: 7.3Quality: 6.5
Piotroski: 5/9Altman Z: 2.11

LITE

Buy

57

out of 100

Grade: C

Growth: 9.3Profit: 5.0Value: 6.0Quality: 5.5
Piotroski: 4/9Altman Z: -2.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ERICUndervalued (+64.9%)

Margin of Safety

+64.9%

Fair Value

$31.71

Current Price

$10.31

$21.40 discount

UndervaluedFair: $31.71Overvalued

Intrinsic value data unavailable for LITE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ERIC4 strengths · Avg: 8.8/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Return on EquityProfitability
23.6%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.28B8/10

Generating 1.3B in free cash flow

LITE5 strengths · Avg: 9.0/10
Revenue GrowthGrowth
109.3%10/10

Revenue surging 109.3% year-over-year

EPS GrowthGrowth
71.1%10/10

Earnings expanding 71.1% YoY

Market CapQuality
$83.93B9/10

Large-cap with strong market position

PEG RatioValuation
0.638/10

Growing faster than its price suggests

Operating MarginProfitability
28.0%8/10

Strong operational efficiency at 28.0%

Areas to Watch

ERIC4 concerns · Avg: 2.8/10
PEG RatioValuation
1.904/10

Expensive relative to growth rate

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Revenue GrowthGrowth
-6.1%2/10

Revenue declined 6.1%

EPS GrowthGrowth
-10.9%2/10

Earnings declined 10.9%

LITE4 concerns · Avg: 2.3/10
Price/BookValuation
17.7x4/10

Trading at 17.7x book value

Return on EquityProfitability
-149.3%2/10

ROE of -149.3% — below average capital efficiency

Altman Z-ScoreHealth
-2.992/10

Distress zone — elevated risk

Profit MarginProfitability
-230.1%1/10

Currently unprofitable

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. Revenue growth of 109.3% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.

Bear Case : ERIC

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

Bear Case : LITE

The primary concerns for LITE are Price/Book, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

ERIC profiles as a declining 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.

ERIC generates stronger free cash flow (1.3B), providing more financial flexibility.

Bottom Line

LITE scores higher overall (57/100 vs 46/100) and 109.3% revenue growth. ERIC offers better value entry with a 64.9% margin of safety. 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.

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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