Lumentum Holdings Inc. vs MOTOROLA SOLUTIONS, INC., two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LITE and MSI diverge most: on fcf yield, LITE reads 0.2% and MSI reads 3.4%; on revenue growth, LITE reads +67.5% and MSI reads +8.2%. The rest of the comparable metrics sit closer together. What MSI'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 | LITE | MSI |
|---|---|---|
| Price | $713.72 | $435.83 |
| Market cap | $68.7B | $73.2B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +21.1% |
| P/E | 128.8 | 35.1 |
| P/B | 23.09 | 28.57 |
| P/S | 27.59 | 6.17 |
| EV/EBITDA | 195.4 | 23.8 |
| Revenue growth | +67.5% | +8.2% |
| Gross margin | 44.2% | 50.2% |
| Operating margin | 21.6% | 19.3% |
| Net margin | 17.7% | 17.6% |
| Return on equity | 14.8% | 81.5% |
| Return on assets | 6.3% | 10.9% |
| Return on invested capital | 3.0% | 21.2% |
| FCF yield | 0.2% | 3.4% |
| Dividend yield | — | 1.0% |
| Debt / equity | 1.10 | 3.50 |
| Current ratio | 1.14 | 1.07 |
| Altman Z (solvency) | 6.40 | 6.93 |
| Piotroski F (quality) | 6 / 9 | 4 / 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.