Frequency Electronics Inc (FEIM)vsLumentum Holdings Inc (LITE)
FEIM
Frequency Electronics Inc
$72.16
-0.56%
TECHNOLOGY · Cap: $672.40M
LITE
Lumentum Holdings Inc
$945.08
+3.59%
TECHNOLOGY · Cap: $80.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 3569% more annual revenue ($2.49B vs $67.81M). LITE leads profitability with a 17.7% profit margin vs 10.6%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 74/100 (B).
FEIM
Hold37
out of 100
Grade: F
LITE
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Trading at 11.8x book value
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Revenue declined 10.8%
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 : FEIM
The strongest argument for FEIM centers on Debt/Equity. PEG of 1.25 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 : FEIM
The primary concerns for FEIM are Price/Book, Market Cap, P/E Ratio. A P/E of 93.6x leaves little room for execution misses.
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
FEIM profiles as a declining stock while LITE is a growth play — different risk/reward profiles.
LITE carries more volatility with a beta of 1.53 — 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 37/100), backed by strong 17.7% margins and 90.1% revenue growth. 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.
Frequency Electronics Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Frequency Electronics, Inc. designs, develops, manufactures and sells precision frequency and time control products and components for microwave integrated circuit applications. The company is headquartered in Mitchel Field, New York.
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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