Ciena Corp vs Lumentum Holdings Inc., two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CIEN and LITE diverge most: on net margin, CIEN reads 10.9% and LITE reads -230.1%; on return on equity, CIEN reads 21.4% and LITE reads -149.3%. The rest of the comparable metrics sit closer together. What CIEN's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CIEN | LITE |
|---|---|---|
| Price | $449.76 | $1103.43 |
| Market cap | $63.8B | $106.1B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| P/E | 100.4 | — |
| P/B | 20.87 | 22.86 |
| P/S | 10.59 | 35.22 |
| EV/EBITDA | 81.8 | 134.0 |
| Revenue growth | +32.5% | +80.8% |
| Gross margin | 45.4% | 47.4% |
| Operating margin | 18.0% | 27.8% |
| Net margin | 10.9% | -230.1% |
| Return on equity | 21.4% | -149.3% |
| Return on assets | 8.2% | -94.9% |
| Return on invested capital | 10.1% | 6.6% |
| FCF yield | 1.3% | 0.3% |
| Debt / equity | 1.06 | 0.35 |
| Current ratio | 3.80 | 1.68 |
| Altman Z (solvency) | 7.02 | 5.32 |
| Piotroski F (quality) | 4 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.