Lumentum Holdings Inc (LITE)vsCommScope Holding Company, Inc. (VISN)
LITE
Lumentum Holdings Inc
$602.35
+15.09%
TECHNOLOGY · Cap: $64.55B
VISN
CommScope Holding Company, Inc.
$11.55
-2.28%
TECHNOLOGY · Cap: $2.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 23% more annual revenue ($2.49B vs $2.02B). VISN leads profitability with a 347.7% profit margin vs 17.7%. LITE appears more attractively valued with a PEG of 0.63. VISN earns a higher WallStSmart Score of 74/100 (B).
LITE
Strong Buy74
out of 100
Grade: B
VISN
Strong Buy74
out of 100
Grade: B
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%
Reasonable price relative to book value
Keeps 348 of every $100 in revenue as profit
Earnings expanding 704.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Revenue surging 21.6% year-over-year
Areas to Watch
Trading at 14.5x book value
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
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 : VISN
The strongest argument for VISN centers on Price/Book, Profit Margin, EPS Growth. Profitability is solid with margins at 347.7% and operating margin at 7.1%. Revenue growth of 21.6% demonstrates continued momentum.
Bear Case : LITE
The primary concerns for LITE are Price/Book, Debt/Equity, P/E Ratio. A P/E of 147.1x leaves little room for execution misses.
Bear Case : VISN
The primary concerns for VISN are PEG Ratio, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
VISN carries more volatility with a beta of 1.93 — 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.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LITE scores higher overall (74/100 vs 74/100), backed by strong 17.7% margins and 90.1% revenue growth. 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.
CommScope Holding Company, Inc.
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Gyroscope Therapeutics Holdings plc, a clinical-stage gene therapy company, develops gene therapy products to treat patients with eye diseases. The company is headquartered in Stevenage, the United Kingdom.
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