Lumentum Holdings Inc (LITE)vsTotalEnergies SE ADR (TTE)
LITE
Lumentum Holdings Inc
$944.28
-5.06%
TECHNOLOGY · Cap: $67.83B
TTE
TotalEnergies SE ADR
$93.60
+1.41%
ENERGY · Cap: $206.57B
Smart Verdict
WallStSmart Research — data-driven comparison
TotalEnergies SE ADR generates 8638% more annual revenue ($183.96B vs $2.11B). LITE leads profitability with a 11.9% profit margin vs 8.2%. LITE appears more attractively valued with a PEG of 0.63. TTE earns a higher WallStSmart Score of 73/100 (B).
LITE
Strong Buy69
out of 100
Grade: B-
TTE
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 65.5% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Growing faster than its price suggests
Mega-cap, among the largest globally
Earnings expanding 57.1% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.3%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 79.6x book value
Distress zone — elevated risk
3.4% revenue growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bull Case : TTE
The strongest argument for TTE centers on Market Cap, EPS Growth, PEG Ratio. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bear Case : LITE
The primary concerns for LITE are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 277.8x leaves little room for execution misses.
Bear Case : TTE
The primary concerns for TTE are Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
LITE profiles as a growth stock while TTE is a value 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 65.5% — sustainability is the question.
LITE generates stronger free cash flow (51M), providing more financial flexibility.
Bottom Line
TTE scores higher overall (73/100 vs 69/100). Both earn "Strong Buy" and "Strong Buy" 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.
TotalEnergies SE ADR
ENERGY · OIL & GAS INTEGRATED · USA
TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.
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