Go Pro

Lumentum (LITE) Competitors

Lumentum logo
$736.74 +22.80 (+3.19%)
As of 10:25 AM Eastern
This is a fair market value price provided by Massive. Learn more.

LITE vs. AEIS, MKSI, MTSI, TSEM, and CIEN

Should you buy Lumentum stock or one of its competitors? MarketBeat compares Lumentum with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Lumentum include Advanced Energy Industries (AEIS), MKS (MKSI), MACOM Technology Solutions (MTSI), Tower Semiconductor (TSEM), and Ciena (CIEN).

How does Lumentum compare to Advanced Energy Industries?

Lumentum (NASDAQ:LITE) and Advanced Energy Industries (NASDAQ:AEIS) are both large-cap technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, dividends, institutional ownership, media sentiment and earnings.

Lumentum has a net margin of 17.61% compared to Advanced Energy Industries' net margin of 10.00%. Lumentum's return on equity of 24.81% beat Advanced Energy Industries' return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum17.61% 24.81% 6.89%
Advanced Energy Industries 10.00%17.99%9.60%

Lumentum currently has a consensus target price of $1,012.67, indicating a potential upside of 37.45%. Advanced Energy Industries has a consensus target price of $404.25, indicating a potential upside of 37.67%. Given Advanced Energy Industries' stronger consensus rating and higher probable upside, analysts plainly believe Advanced Energy Industries is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lumentum
0 Sell rating(s)
7 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.67
Advanced Energy Industries
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.93

94.1% of Lumentum shares are held by institutional investors. Comparatively, 99.7% of Advanced Energy Industries shares are held by institutional investors. 0.4% of Lumentum shares are held by insiders. Comparatively, 1.3% of Advanced Energy Industries shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Lumentum has a beta of 1.5, suggesting that its share price is 50% more volatile than the broader market. Comparatively, Advanced Energy Industries has a beta of 1.25, suggesting that its share price is 25% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lumentum$1.65B34.84$25.90M$5.40136.43
Advanced Energy Industries$1.91B5.86$148.40M$4.7561.82

In the previous week, Lumentum had 12 more articles in the media than Advanced Energy Industries. MarketBeat recorded 36 mentions for Lumentum and 24 mentions for Advanced Energy Industries. Lumentum's average media sentiment score of 1.29 beat Advanced Energy Industries' score of 1.20 indicating that Lumentum is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
28 Very Positive mention(s)
5 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Energy Industries
13 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Lumentum beats Advanced Energy Industries on 9 of the 17 factors compared between the two stocks.

How does Lumentum compare to MKS?

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

Lumentum has a beta of 1.5, meaning that its share price is 50% more volatile than the broader market. Comparatively, MKS has a beta of 1.98, meaning that its share price is 98% more volatile than the broader market.

Lumentum has a net margin of 17.61% compared to MKS's net margin of 8.06%. Lumentum's return on equity of 24.81% beat MKS's return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum17.61% 24.81% 6.89%
MKS 8.06%21.49%6.54%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lumentum$1.65B34.84$25.90M$5.40136.43
MKS$3.93B5.25$295M$4.7863.87

In the previous week, Lumentum had 12 more articles in the media than MKS. MarketBeat recorded 36 mentions for Lumentum and 24 mentions for MKS. Lumentum's average media sentiment score of 1.29 beat MKS's score of 1.22 indicating that Lumentum is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
28 Very Positive mention(s)
5 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
MKS
16 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Lumentum currently has a consensus target price of $1,012.67, indicating a potential upside of 37.45%. MKS has a consensus target price of $383.57, indicating a potential upside of 25.64%. Given Lumentum's higher possible upside, analysts plainly believe Lumentum is more favorable than MKS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lumentum
0 Sell rating(s)
7 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.67
MKS
1 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.81

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 99.8% of MKS shares are owned by institutional investors. 0.4% of Lumentum shares are owned by company insiders. Comparatively, 0.6% of MKS shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

Lumentum beats MKS on 10 of the 17 factors compared between the two stocks.

How does Lumentum compare to MACOM Technology Solutions?

MACOM Technology Solutions (NASDAQ:MTSI) and Lumentum (NASDAQ:LITE) are both large-cap technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, profitability, analyst recommendations, valuation, institutional ownership, media sentiment, dividends and risk.

Lumentum has a net margin of 17.61% compared to MACOM Technology Solutions' net margin of 16.46%. Lumentum's return on equity of 24.81% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions16.46% 16.01% 10.43%
Lumentum 17.61%24.81%6.89%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MACOM Technology Solutions$967.26M19.67-$54.21M$2.31107.92
Lumentum$1.65B34.84$25.90M$5.40136.43

76.1% of MACOM Technology Solutions shares are owned by institutional investors. Comparatively, 94.1% of Lumentum shares are owned by institutional investors. 0.4% of MACOM Technology Solutions shares are owned by company insiders. Comparatively, 0.4% of Lumentum shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

MACOM Technology Solutions currently has a consensus price target of $330.45, suggesting a potential upside of 32.55%. Lumentum has a consensus price target of $1,012.67, suggesting a potential upside of 37.45%. Given Lumentum's higher possible upside, analysts clearly believe Lumentum is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.79
Lumentum
0 Sell rating(s)
7 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.67

In the previous week, Lumentum had 23 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 36 mentions for Lumentum and 13 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.71 beat Lumentum's score of 1.29 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
12 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Lumentum
28 Very Positive mention(s)
5 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

MACOM Technology Solutions has a beta of 1.7, suggesting that its stock price is 70% more volatile than the broader market. Comparatively, Lumentum has a beta of 1.5, suggesting that its stock price is 50% more volatile than the broader market.

Summary

Lumentum beats MACOM Technology Solutions on 12 of the 17 factors compared between the two stocks.

How does Lumentum compare to Tower Semiconductor?

Tower Semiconductor (NASDAQ:TSEM) and Lumentum (NASDAQ:LITE) are both large-cap technology companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, earnings, analyst recommendations, media sentiment, institutional ownership, dividends, valuation and risk.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tower Semiconductor$1.57B15.73$220.47M$2.15101.89
Lumentum$1.65B34.84$25.90M$5.40136.43

Tower Semiconductor presently has a consensus target price of $276.75, suggesting a potential upside of 26.33%. Lumentum has a consensus target price of $1,012.67, suggesting a potential upside of 37.45%. Given Lumentum's stronger consensus rating and higher probable upside, analysts plainly believe Lumentum is more favorable than Tower Semiconductor.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tower Semiconductor
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
Lumentum
0 Sell rating(s)
7 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.67

Lumentum has a net margin of 17.61% compared to Tower Semiconductor's net margin of 15.13%. Lumentum's return on equity of 24.81% beat Tower Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
Tower Semiconductor15.13% 8.54% 7.28%
Lumentum 17.61%24.81%6.89%

In the previous week, Lumentum had 24 more articles in the media than Tower Semiconductor. MarketBeat recorded 36 mentions for Lumentum and 12 mentions for Tower Semiconductor. Tower Semiconductor's average media sentiment score of 1.33 beat Lumentum's score of 1.29 indicating that Tower Semiconductor is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tower Semiconductor
10 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lumentum
28 Very Positive mention(s)
5 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Tower Semiconductor has a beta of 0.9, suggesting that its share price is 10% less volatile than the broader market. Comparatively, Lumentum has a beta of 1.5, suggesting that its share price is 50% more volatile than the broader market.

70.5% of Tower Semiconductor shares are owned by institutional investors. Comparatively, 94.1% of Lumentum shares are owned by institutional investors. 1.0% of Tower Semiconductor shares are owned by insiders. Comparatively, 0.4% of Lumentum shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

Lumentum beats Tower Semiconductor on 12 of the 16 factors compared between the two stocks.

How does Lumentum compare to Ciena?

Ciena (NYSE:CIEN) and Lumentum (NASDAQ:LITE) are both large-cap technology companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, dividends, media sentiment, risk, institutional ownership, valuation, earnings and analyst recommendations.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ciena$5.57B9.50$123.34M$3.00124.61
Lumentum$1.65B34.84$25.90M$5.40136.43

In the previous week, Lumentum had 5 more articles in the media than Ciena. MarketBeat recorded 36 mentions for Lumentum and 31 mentions for Ciena. Ciena's average media sentiment score of 1.45 beat Lumentum's score of 1.29 indicating that Ciena is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ciena
27 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lumentum
28 Very Positive mention(s)
5 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Ciena presently has a consensus price target of $530.56, suggesting a potential upside of 41.92%. Lumentum has a consensus price target of $1,012.67, suggesting a potential upside of 37.45%. Given Ciena's stronger consensus rating and higher probable upside, analysts plainly believe Ciena is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ciena
0 Sell rating(s)
6 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.75
Lumentum
0 Sell rating(s)
7 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.67

Ciena has a beta of 1.27, meaning that its stock price is 27% more volatile than the broader market. Comparatively, Lumentum has a beta of 1.5, meaning that its stock price is 50% more volatile than the broader market.

Lumentum has a net margin of 17.61% compared to Ciena's net margin of 7.87%. Lumentum's return on equity of 24.81% beat Ciena's return on equity.

Company Net Margins Return on Equity Return on Assets
Ciena7.87% 18.15% 8.63%
Lumentum 17.61%24.81%6.89%

92.0% of Ciena shares are owned by institutional investors. Comparatively, 94.1% of Lumentum shares are owned by institutional investors. 0.6% of Ciena shares are owned by company insiders. Comparatively, 0.4% of Lumentum shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Lumentum beats Ciena on 9 of the 17 factors compared between the two stocks.

Get Lumentum News Delivered to You Automatically

Sign up to receive the latest news and ratings for LITE and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding LITE and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

LITE vs. The Competition

MetricLumentumCommunications Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$57.32B$15.43B$27.85B$12.55B
Dividend YieldN/A4.18%2.77%10.03%
P/E Ratio136.4336.0879.9724.83
Price / Sales34.8436.40595.4378.59
Price / Cash216.46100.2045.0546.71
Price / Book45.068.687.706.15
Net Income$25.90M$365.18M$662.12M$347.61M
7 Day Performance3.48%0.52%1.20%1.17%
1 Month Performance1.16%-5.45%-3.47%-3.46%
1 Year Performance590.61%80.30%149.08%19.43%

Lumentum Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LITE
Lumentum
4.6823 of 5 stars
$736.74
+3.2%
$1,012.67
+37.5%
+569.2%$57.32B$1.65B136.4310,562
AEIS
Advanced Energy Industries
4.8248 of 5 stars
$303.99
flat
$404.25
+33.0%
+114.1%$11.56B$1.80B64.0013,000
MKSI
MKS
4.9216 of 5 stars
$329.18
flat
$385.00
+17.0%
+220.7%$22.23B$3.93B68.8710,300
MTSI
MACOM Technology Solutions
4.7573 of 5 stars
$266.99
flat
$330.45
+23.8%
+84.5%$20.37B$967.26M115.582,000
TSEM
Tower Semiconductor
4.2749 of 5 stars
$233.37
flat
$276.75
+18.6%
+391.8%$26.24B$1.57B108.545,316

Related Companies and Tools


This page (NASDAQ:LITE) was last updated on 8/3/2026 by MarketBeat.com Staff.
From Our Partners