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 fcf yield, LITE reads 0.2% and QCOM reads 6.6%; on revenue growth, LITE reads +67.5% and QCOM reads +1.9%. 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 | $713.72 | $147.70 |
| Market cap | $68.7B | $157.9B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +20.4% |
| P/E | 128.8 | 16.9 |
| P/B | 23.09 | 5.71 |
| P/S | 27.59 | 3.58 |
| EV/EBITDA | 195.4 | 15.9 |
| Revenue growth | +67.5% | +1.9% |
| Gross margin | 44.2% | — |
| Operating margin | 21.6% | 16.4% |
| Net margin | 17.7% | 22.2% |
| Return on equity | 14.8% | 35.4% |
| Return on assets | 6.3% | 17.1% |
| Return on invested capital | 3.0% | 19.4% |
| FCF yield | 0.2% | 6.6% |
| Dividend yield | — | 2.4% |
| Debt / equity | 1.10 | 0.55 |
| Current ratio | 1.14 | 2.02 |
| Altman Z (solvency) | 6.40 | 4.96 |
| Piotroski F (quality) | 6 / 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.