Lumentum (LITE) Competitors

Lumentum (NASDAQ:LITE) and MKS (NASDAQ:MKSI) are both mid-cap computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, earnings, profitability, dividends, analyst recommendations, risk, media sentiment and institutional ownership.

Is LITE or MKSI more profitable?

MKS has a net margin of 7.11% compared to Lumentum's net margin of -29.87%. MKS's return on equity of 20.65% beat Lumentum's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Lumentum	-29.87%	-8.69%	-1.98%
MKS	7.11%	20.65%	5.68%

Do insiders & institutionals have more ownership in LITE or MKSI?

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 99.8% of MKS shares are owned by institutional investors. 0.2% of Lumentum shares are owned by company insiders. Comparatively, 0.5% of MKS shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Does the media refer more to LITE or MKSI?

In the previous week, Lumentum had 12 more articles in the media than MKS. MarketBeat recorded 38 mentions for Lumentum and 26 mentions for MKS. Lumentum's average media sentiment score of 0.77 beat MKS's score of 0.47 indicating that Lumentum is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Lumentum	9 Very Positive mention(s)	5 Positive mention(s)	13 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
MKS	7 Very Positive mention(s)	2 Positive mention(s)	8 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Neutral

Which has more risk & volatility, LITE or MKSI?

Lumentum has a beta of 1.33, meaning that its share price is 33% more volatile than the S&P 500. Comparatively, MKS has a beta of 1.86, meaning that its share price is 86% more volatile than the S&P 500.

Which has preferable valuation & earnings, LITE or MKSI?

MKS has higher revenue and earnings than Lumentum. Lumentum is trading at a lower price-to-earnings ratio than MKS, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Lumentum	$1.47B	5.67	-$546.50M	-$6.45	-18.64
MKS	$3.59B	1.95	$190M	$3.94	26.49

Do analysts prefer LITE or MKSI?

Lumentum currently has a consensus price target of $111.00, suggesting a potential downside of 7.68%. MKS has a consensus price target of $119.80, suggesting a potential upside of 14.79%. Given MKS's higher probable upside, analysts plainly believe MKS is more favorable than Lumentum.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Lumentum	0 Sell rating(s)	4 Hold rating(s)	11 Buy rating(s)	2 Strong Buy rating(s)	2.88
MKS	1 Sell rating(s)	1 Hold rating(s)	8 Buy rating(s)	0 Strong Buy rating(s)	2.70

Summary

MKS beats Lumentum on 11 of the 17 factors compared between the two stocks.