Cisco Systems, Inc. (CSCO) vs Lumentum Holdings Inc. (LITE)
- Cisco Systems, Inc. CSCO 104.51 −3.76%
- Lumentum Holdings Inc. LITE 840.70 −8.57%
Cisco Systems, Inc. and Lumentum Holdings Inc. are both Communication Equipment companies. Cisco Systems, Inc. is the larger, with a market value of $428.1B against $83.3B — 5.1× the size. Lumentum Holdings Inc. has negative trailing earnings, so its P/E is not meaningful; Cisco Systems, Inc. trades at 31.2×. 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% | 40.03% |
| Operating margin | 24.27% | 17.41% | 2.43% |
| Net margin | 20.95% | (230.10%) | (0.64%) |
| Free cash flow margin | 20.16% | 11.36% | 0.95% |
| Return on equity | 27.32% | (240.03%) | (1.27%) |
| Return on assets | 10.53% | (120.34%) | (0.10%) |
| Return on invested capital | 17.87% | 9.26% | 1.29% |
Growth
Health
Dividend
Size
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