Lumentum Holdings Inc. vs UBIQUITI INC., two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LITE and UI diverge most: on debt / equity, LITE reads 1.10 and UI reads 0.00; on return on invested capital, LITE reads 3.0% and UI reads 74.2%. The rest of the comparable metrics sit closer together. What UI'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 | UI |
|---|---|---|
| Price | $713.72 | $557.47 |
| Market cap | $68.7B | $33.8B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | +37.3% |
| P/E | 128.8 | 35.9 |
| P/B | 23.09 | 28.09 |
| P/S | 27.59 | 10.91 |
| EV/EBITDA | 195.4 | 30.0 |
| Revenue growth | +67.5% | +34.4% |
| Gross margin | 44.2% | 47.0% |
| Operating margin | 21.6% | 36.9% |
| Net margin | 17.7% | 30.4% |
| Return on equity | 14.8% | 78.4% |
| Return on assets | 6.3% | 54.9% |
| Return on invested capital | 3.0% | 74.2% |
| FCF yield | 0.2% | 2.2% |
| Dividend yield | — | 0.4% |
| Debt / equity | 1.10 | 0.00 |
| Current ratio | 1.14 | 3.56 |
| Altman Z (solvency) | 6.40 | 10.00 |
| 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.