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 fcf yield, ESE reads 2.7% and LITE reads 0.2%; on debt / equity, ESE reads 0.10 and LITE reads 1.10. 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 | $315.26 | $713.72 |
| Market cap | $8.2B | $68.7B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| P/E | 26.5 | 128.8 |
| P/B | 5.16 | 23.09 |
| P/S | 6.92 | 27.59 |
| EV/EBITDA | 90.0 | 195.4 |
| Revenue growth | +31.7% | +67.5% |
| Gross margin | — | 44.2% |
| Operating margin | — | 21.6% |
| Net margin | 26.1% | 17.7% |
| Return on equity | 19.4% | 14.8% |
| Return on assets | 12.8% | 6.3% |
| Return on invested capital | 1.7% | 3.0% |
| FCF yield | 2.7% | 0.2% |
| Dividend yield | 0.1% | — |
| Debt / equity | 0.10 | 1.10 |
| Current ratio | 1.45 | 1.14 |
| Altman Z (solvency) | 7.42 | 6.40 |
| Piotroski F (quality) | 7 / 9 | 6 / 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.