Lumentum Holdings Inc. vs QUALCOMM INC/DE, two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LITE and QCOM diverge most: on net margin, LITE reads -230.1% and QCOM reads 22.2%; on return on equity, LITE reads -149.3% and QCOM reads 35.4%. The rest of the comparable metrics sit closer together. What QCOM'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 | QCOM |
|---|---|---|
| Price | $1103.43 | $175.52 |
| Market cap | $106.1B | $187.6B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +24.1% |
| P/E | — | 20.0 |
| P/B | 22.86 | 6.78 |
| P/S | 35.22 | 4.26 |
| EV/EBITDA | 134.0 | 16.6 |
| Revenue growth | +80.8% | +1.9% |
| Gross margin | 47.4% | — |
| Operating margin | 27.8% | 16.4% |
| Net margin | -230.1% | 22.2% |
| Return on equity | -149.3% | 35.4% |
| Return on assets | -94.9% | 17.1% |
| Return on invested capital | 6.6% | 22.6% |
| FCF yield | 0.3% | 5.5% |
| Dividend yield | — | 2.0% |
| Debt / equity | 0.35 | 0.48 |
| Current ratio | 1.68 | 2.02 |
| Altman Z (solvency) | 5.32 | 5.56 |
| Piotroski F (quality) | 5 / 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.