Cisco Systems, Inc. (CSCO) vs Lumentum Holdings Inc. (LITE)
Cisco Systems, Inc. and Lumentum Holdings Inc. are both Communication Equipment companies. Cisco Systems, Inc. is the larger, with a market value of $422.0B against $84.7B — 5.0× the size. Lumentum Holdings Inc. has negative trailing earnings, so its P/E is not meaningful; Cisco Systems, Inc. trades at 31.8×. Lumentum Holdings Inc. grew revenue faster over the last twelve months: 83.2% against 11.8%. Cisco Systems, Inc. has the higher net margin (21.0% vs −230.1%) and the higher return on invested capital (17.9% vs 9.26%). Across the 21 metrics below, Cisco Systems, Inc. leads on 16 and Lumentum Holdings Inc. on 5.
Valuation
Profitability
| Metric | CSCO | LITE | Communication Equipment median |
|---|---|---|---|
| Gross margin | 64.52% | 41.67% | 39.47% |
| Operating margin | 24.27% | 17.41% | 2.39% |
| Net margin | 20.95% | (230.10%) | (0.74%) |
| Free cash flow margin | 20.16% | 11.36% | 1.39% |
| Return on equity | 27.32% | (240.03%) | (1.91%) |
| Return on assets | 10.53% | (120.34%) | (0.20%) |
| Return on invested capital | 17.87% | 9.26% | 0.72% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack