ESCO TECHNOLOGIES INC. vs Lumentum Holdings Inc., two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ESE and LITE diverge most: on net margin, ESE reads 25.7% and LITE reads -230.1%; on return on equity, ESE reads 19.5% and LITE reads -149.3%. The rest of the comparable metrics sit closer together. The bull and bear cases for each are in their full reports below.
| Metric | ESE | LITE |
|---|---|---|
| Price | $257.79 | $1103.43 |
| Market cap | $6.7B | $106.1B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| P/E | 21.2 | — |
| P/B | 4.14 | 22.86 |
| P/S | 5.47 | 35.22 |
| EV/EBITDA | 48.3 | 134.0 |
| Revenue growth | +28.6% | +80.8% |
| Gross margin | — | 47.4% |
| Operating margin | — | 27.8% |
| Net margin | 25.7% | -230.1% |
| Return on equity | 19.5% | -149.3% |
| Return on assets | 13.0% | -94.9% |
| Return on invested capital | 1.8% | 6.6% |
| FCF yield | 3.1% | 0.3% |
| Dividend yield | 0.1% | — |
| Debt / equity | 0.05 | 0.35 |
| Current ratio | 1.38 | 1.68 |
| Altman Z (solvency) | 6.46 | 5.32 |
| Piotroski F (quality) | 8 / 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.