Lumentum Holdings Inc (LITE)vsOndas Holdings Inc. (ONDS)
LITE
Lumentum Holdings Inc
$945.08
+5.17%
TECHNOLOGY · Cap: $74.47B
ONDS
Ondas Holdings Inc.
$8.89
-4.10%
TECHNOLOGY · Cap: $4.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 2476% more annual revenue ($2.49B vs $96.61M). ONDS leads profitability with a 251.9% profit margin vs 17.7%. ONDS trades at a lower P/E of 103.7x. LITE earns a higher WallStSmart Score of 74/100 (B).
LITE
Strong Buy74
out of 100
Grade: B
ONDS
Hold49
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Keeps 252 of every $100 in revenue as profit
Revenue surging 1080.0% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 79.7x book value
Distress zone — elevated risk
0.0% earnings growth
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : ONDS
The strongest argument for ONDS centers on Profit Margin, Revenue Growth, Debt/Equity. Profitability is solid with margins at 251.9% and operating margin at -85.1%. Revenue growth of 1080.0% demonstrates continued momentum.
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.
Bear Case : ONDS
The primary concerns for ONDS are EPS Growth, P/E Ratio, Free Cash Flow. A P/E of 103.7x leaves little room for execution misses.
Key Dynamics to Monitor
ONDS carries more volatility with a beta of 2.62 — expect wider price swings.
ONDS is growing revenue faster at 1080.0% — sustainability is the question.
LITE generates stronger free cash flow (79M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LITE scores higher overall (74/100 vs 49/100), 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.
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.
Ondas Holdings Inc.
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ondas Holdings Inc. designs, develops, manufactures, sells, and supports the FullMAX software-defined radio (SDR) platform in the United States and internationally. The company is headquartered in Nantucket, Massachusetts.
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