FABRINET vs Lumentum Holdings Inc., two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FN and LITE diverge most: on net margin, FN reads 10.2% and LITE reads -230.1%; on return on equity, FN reads 19.3% and LITE reads -149.3%. The rest of the comparable metrics sit closer together. What FN's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | FN | LITE |
|---|---|---|
| Price | $486.34 | $1103.43 |
| Market cap | $17.7B | $106.1B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| P/E | 37.3 | — |
| P/B | 7.19 | 22.86 |
| P/S | 3.80 | 35.22 |
| EV/EBITDA | 36.2 | 134.0 |
| Revenue growth | +35.4% | +80.8% |
| Gross margin | 12.0% | 47.4% |
| Operating margin | 10.2% | 27.8% |
| Net margin | 10.2% | -230.1% |
| Return on equity | 19.3% | -149.3% |
| Return on assets | 12.1% | -94.9% |
| Return on invested capital | 13.2% | 6.6% |
| FCF yield | 0.0% | 0.3% |
| Debt / equity | 0.00 | 0.35 |
| Current ratio | 2.25 | 1.68 |
| Altman Z (solvency) | 8.76 | 5.32 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.