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Lumentum (LITE) Competitors

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$768.15 -33.86 (-4.22%)
Closing price 04:00 PM Eastern
Extended Trading
$763.00 -5.15 (-0.67%)
As of 07:59 PM Eastern
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LITE vs. AEIS, MKSI, TSEM, CIEN, and CLS

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), Tower Semiconductor (TSEM), Ciena (CIEN), and Celestica (CLS). These companies are all part of the "computer and technology" sector.

How does Lumentum compare to Advanced Energy Industries?

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

Lumentum has a beta of 1.48, meaning that its share price is 48% more volatile than the broader market. Comparatively, Advanced Energy Industries has a beta of 1.25, meaning that its share price is 25% more volatile than the broader market.

Lumentum presently has a consensus price target of $1,012.67, indicating a potential upside of 31.83%. Advanced Energy Industries has a consensus price target of $400.45, indicating a potential upside of 34.15%. Given Advanced Energy Industries' stronger consensus rating and higher possible 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)
3 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.77

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 company insiders. Comparatively, 1.3% of Advanced Energy Industries shares are held by company 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.

In the previous week, Lumentum had 25 more articles in the media than Advanced Energy Industries. MarketBeat recorded 30 mentions for Lumentum and 5 mentions for Advanced Energy Industries. Advanced Energy Industries' average media sentiment score of 1.37 beat Lumentum's score of 1.10 indicating that Advanced Energy Industries is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
18 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Energy Industries
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$1.65B36.33$25.90M$5.40142.25
Advanced Energy Industries$1.80B6.31$148.40M$4.7562.85

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%

Summary

Lumentum and Advanced Energy Industries tied by winning 8 of the 16 factors compared between the two stocks.

How does Lumentum compare to MKS?

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

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 insiders. Comparatively, 0.6% of MKS shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Lumentum presently has a consensus target price of $1,012.67, suggesting a potential upside of 31.83%. MKS has a consensus target price of $380.00, suggesting a potential upside of 7.95%. Given Lumentum's higher possible upside, equities research 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)
11 Buy rating(s)
2 Strong Buy rating(s)
2.88

In the previous week, Lumentum had 15 more articles in the media than MKS. MarketBeat recorded 30 mentions for Lumentum and 15 mentions for MKS. MKS's average media sentiment score of 1.15 beat Lumentum's score of 1.10 indicating that MKS is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
18 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MKS
10 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Lumentum has a beta of 1.48, meaning that its share price is 48% more volatile than the broader market. Comparatively, MKS has a beta of 1.93, meaning that its share price is 93% more volatile than the broader market.

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$1.65B36.33$25.90M$5.40142.25
MKS$3.93B6.05$295M$4.7873.65

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%

Summary

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

How does Lumentum compare to Tower Semiconductor?

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

Lumentum has a beta of 1.48, suggesting that its share price is 48% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.87, suggesting that its share price is 13% less volatile than the broader market.

Tower Semiconductor has lower revenue, but higher earnings 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
Lumentum$1.65B36.33$25.90M$5.40142.25
Tower Semiconductor$1.57B16.49$220.47M$2.15106.83

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
Lumentum17.61% 24.81% 6.89%
Tower Semiconductor 15.13%8.54%7.28%

Lumentum presently has a consensus price target of $1,012.67, suggesting a potential upside of 31.83%. Tower Semiconductor has a consensus price target of $276.75, suggesting a potential upside of 20.49%. Given Lumentum's stronger consensus rating and higher probable upside, equities analysts plainly believe Lumentum is more favorable than Tower Semiconductor.

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
Tower Semiconductor
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 70.5% of Tower Semiconductor shares are owned by institutional investors. 0.4% of Lumentum shares are owned by company insiders. Comparatively, 1.0% of Tower Semiconductor shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

In the previous week, Lumentum had 17 more articles in the media than Tower Semiconductor. MarketBeat recorded 30 mentions for Lumentum and 13 mentions for Tower Semiconductor. Tower Semiconductor's average media sentiment score of 1.19 beat Lumentum's score of 1.10 indicating that Tower Semiconductor is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
18 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
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

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 computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, valuation, dividends, profitability, institutional ownership, risk, analyst recommendations and media sentiment.

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%

Ciena currently has a consensus price target of $530.56, suggesting a potential upside of 19.18%. Lumentum has a consensus price target of $1,012.67, suggesting a potential upside of 31.83%. Given Lumentum's higher possible upside, analysts plainly believe Lumentum is more favorable than Ciena.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ciena
0 Sell rating(s)
7 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.70
Lumentum
0 Sell rating(s)
7 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.67

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ciena$4.77B13.21$123.34M$3.00148.39
Lumentum$1.65B36.33$25.90M$5.40142.25

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

Ciena has a beta of 1.27, indicating that its stock price is 27% more volatile than the broader market. Comparatively, Lumentum has a beta of 1.48, indicating that its stock price is 48% more volatile than the broader market.

In the previous week, Lumentum had 5 more articles in the media than Ciena. MarketBeat recorded 30 mentions for Lumentum and 25 mentions for Ciena. Lumentum's average media sentiment score of 1.10 beat Ciena's score of 0.60 indicating that Lumentum is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ciena
11 Very Positive mention(s)
6 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Lumentum
18 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

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

How does Lumentum compare to Celestica?

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

Lumentum has a beta of 1.48, meaning that its stock price is 48% more volatile than the broader market. Comparatively, Celestica has a beta of 2.05, meaning that its stock price is 105% more volatile than the broader market.

Lumentum presently has a consensus target price of $1,012.67, indicating a potential upside of 31.83%. Celestica has a consensus target price of $427.42, indicating a potential upside of 23.82%. Given Lumentum's higher probable upside, research analysts plainly believe Lumentum is more favorable than Celestica.

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
Celestica
0 Sell rating(s)
2 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
3.00

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 67.4% of Celestica shares are owned by institutional investors. 0.4% of Lumentum shares are owned by company insiders. Comparatively, 1.1% of Celestica shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Celestica has higher revenue and earnings than Lumentum. Celestica 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$1.65B36.33$25.90M$5.40142.25
Celestica$12.39B3.20$832.50M$8.2741.74

Lumentum has a net margin of 17.61% compared to Celestica's net margin of 6.95%. Celestica's return on equity of 36.91% beat Lumentum's return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum17.61% 24.81% 6.89%
Celestica 6.95%36.91%10.56%

In the previous week, Lumentum had 12 more articles in the media than Celestica. MarketBeat recorded 30 mentions for Lumentum and 18 mentions for Celestica. Lumentum's average media sentiment score of 1.10 beat Celestica's score of 0.85 indicating that Lumentum is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
18 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Celestica
11 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

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

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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.
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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.
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LITE vs. The Competition

MetricLumentumCommunications Components IndustryComputer SectorNASDAQ Exchange
Market Cap$62.40B$16.32B$39.25B$12.61B
Dividend YieldN/A2.04%3.19%8.00%
P/E Ratio142.2543.25170.0224.26
Price / Sales36.335.45597.7994.41
Price / Cash243.1656.0045.8249.36
Price / Book46.988.269.496.29
Net Income$25.90M-$6.80M$1.07B$330.66M
7 Day Performance5.05%-0.84%-1.86%-2.41%
1 Month Performance-16.65%-2.01%-1.40%-0.64%
1 Year Performance726.06%134.59%140.49%20.09%

Lumentum Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LITE
Lumentum
4.5102 of 5 stars
$768.15
-4.2%
$1,012.67
+31.8%
+762.5%$62.40B$1.65B142.2510,562
AEIS
Advanced Energy Industries
4.9472 of 5 stars
$308.05
flat
$400.45
+30.0%
+118.9%$11.72B$1.91B64.8513,000
MKSI
MKS
4.0869 of 5 stars
$368.58
flat
$380.00
+3.1%
+246.2%$24.90B$4.07B77.1110,300
TSEM
Tower Semiconductor
4.2578 of 5 stars
$222.75
flat
$276.75
+24.2%
+391.8%$25.05B$1.57B103.605,316
CIEN
Ciena
4.6182 of 5 stars
$461.12
+0.1%
$530.56
+15.1%
+491.3%$65.27B$5.57B153.719,080

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This page (NASDAQ:LITE) was last updated on 7/13/2026 by MarketBeat.com Staff.
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