Company Analysis Lumentum Holdings
1. Summary
Advantages
- The stock's return over the last year (422.88%) is higher than the sector average (-38.58%).
- The company's current efficiency (ROE=2.28%) is higher than the sector average (ROE=-88.8%)
Disadvantages
- Price (339.19 $) is higher than fair price (3.03 $)
- Dividends (0%) are below the sector average (0.53%).
- Current debt level 61.82% has increased over 5 years from 36.17%.
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Lumentum Holdings | Technology | Index | |
|---|---|---|---|
| 7 days | -6.4% | -0.5% | -3.9% |
| 90 days | 32.7% | -46% | -2.4% |
| 1 year | 422.9% | -38.6% | 15% |
LITE vs Sector: Lumentum Holdings has outperformed the "Technology" sector by 461.46% over the past year.
LITE vs Market: Lumentum Holdings has outperformed the market by 407.89% over the past year.
Stable price: LITE is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: LITE with weekly volatility of 8.13% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (339.19 $) is higher than the fair price (3.03 $).
Price is higher than fair: The current price (339.19 $) is 99.1% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (911.49) is higher than that of the sector as a whole (-178.71).
P/E vs Market: The company's P/E (911.49) is higher than that of the market as a whole (-104.3).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (20.81) is higher than that of the sector as a whole (8.57).
P/BV vs Market: The company's P/BV (20.81) is lower than that of the market as a whole (72.17).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (14.35) is higher than that of the sector as a whole (11.65).
P/S vs Market: The company's P/S indicator (14.35) is lower than that of the market as a whole (114).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (81.5) is lower than that of the sector as a whole (87.74).
EV/Ebitda vs Market: The company's EV/Ebitda (81.5) is higher than that of the market as a whole (-78.04).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -18.7% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-18.7%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-11.43%).
6.4. ROE
ROE vs Sector: The company's ROE (2.28%) is higher than that of the sector as a whole (-88.8%).
ROE vs Market: The company's ROE (2.28%) is higher than that of the market as a whole (-6.22%).
6.6. ROA
ROA vs Sector: The company's ROA (0.61%) is lower than that of the sector as a whole (111.02%).
ROA vs Market: The company's ROA (0.61%) is lower than that of the market as a whole (38.45%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (6.7%) is lower than that of the sector as a whole (9.28%).
ROIC vs Market: The company's ROIC (6.7%) is lower than that of the market as a whole (9.79%).
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8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0% is below the average for the sector '0.53%.
8.2. Stability and increase in payments
Unstable dividends: The company's dividend yield 0% has not been consistently paid over the past 7 years, DSI=0.
Weak dividend growth: The company's dividend yield 0% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (0%) are at an uncomfortable level.
9. Insider trades
9.1. Insider trading
Insider Selling More insider purchases by 4900.67% over the last 3 months.
9.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 19.11.2025 | Fletcher Pamela Director |
Sale | 273.53 | 93 575 | 3 421 |
| 19.11.2025 | Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS |
Sale | 258.96 | 21 287 | 822 |
| 18.11.2025 | Kim Jae SVP, GENERAL COUNSEL |
Sale | 246 | 4 182 | 170 |
| 18.11.2025 | Wupen Yuen PRESIDENT, GLOBAL BUS. UNITS |
Sale | 246 | 20 197 | 821 |
| 18.11.2025 | JAE KIM Officer |
Purchase | 246 | 4 182 | 170 |
Based on sources: porti.ru
