Lumentum Holdings Inc. (LITE) vs Ubiquiti Inc. (UI)
Lumentum Holdings Inc. and Ubiquiti Inc. are both Communication Equipment companies. Lumentum Holdings Inc. is the larger, with a market value of $84.7B against $34.1B — 2.5× the size. Lumentum Holdings Inc. has negative trailing earnings, so its P/E is not meaningful; Ubiquiti Inc. trades at 35.3×. Lumentum Holdings Inc. grew revenue faster over the last twelve months: 83.2% against 27.2%. Ubiquiti Inc. has the higher net margin (29.3% vs −230.1%) and the higher return on invested capital (89.4% vs 9.26%). Across the 21 metrics below, Ubiquiti Inc. leads on 17 and Lumentum Holdings Inc. on 4.
Valuation
Profitability
| Metric | LITE | UI | Communication Equipment median |
|---|---|---|---|
| Gross margin | 41.67% | 46.16% | 39.47% |
| Operating margin | 17.41% | 36.21% | 2.39% |
| Net margin | (230.10%) | 29.33% | (0.74%) |
| Free cash flow margin | 11.36% | 27.76% | 1.39% |
| Return on equity | (240.03%) | 91.09% | (1.91%) |
| Return on assets | (120.34%) | 52.41% | (0.20%) |
| Return on invested capital | 9.26% | 89.37% | 0.72% |
Growth
Health
Dividend
Size
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