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Lumentum Holdings Inc. (LITE) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Lumentum Holdings Inc.

LITEMarket cap $102BPrice $1133.4

Country🇺🇸United States

SectorTechnology

IndustryCommunications Equipment

Manufactures optical components and lasers that power fiber internet, data centers, and 3D sensing in smartphones. Controls over 80% of the market for telecom lasers that keep global internet traffic flowing.

In Bastion Portfolios?

52W Return+588%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+19%9

Revenue Forecast

Rev CAGR (1y)+109%10

Rev CAGR (3y)+68%10

Rev CAGR (5y)+58%10

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2+85%10

EPS Growth Y+3+26%8

Quality

Margins

EBIT Margin18%7

Net Income Margin-230%1

Free Cash Flow Margin10%6

Debt

Net Debt/EBITDA-1.310

Efficiency

ROE-240%1

ROA-120%1

Earnings Stability22

GEAR+AVERAGE36

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)451

P/E Ratio (Forward 3y)203

P/BV21.91

EV Multiples

EV/EBITDA Fwd351

EV/EBIT Fwd372

Yield

Free Cash Flow Yield0.3%3

Dividend Yieldna–

Momentum

100

Short term

1 month return+29%10

3 month return+62%10

YTD return+207%10

Mid term

Price vs 52wHigh100%10

1 year return+621%10

Long term

3 year return+2650%10

5 year return+1236%10

Risk Shield

Price Risk

Beta2.11

Volatility97%1

Free Cash Flow

Free Cash Flow Margin10%6

Free Cash Flow Yield0.3%3

Quality

ROCE12%7

Earnings Stability22

Net Debt/EBITDA-1.310

02Growth

Is it actually growing, and how fast?

LITELumentum Holdings

Revenue FY26$3.0B

GROWTH RATING↗

VERY STRONG97 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+19%9

Revenue, next 1Y+109%10

Revenue, next 3Y, CAGR+68%10

Revenue, next 5Y, CAGR+58%10

EARNINGS FORECAST▾SCORE

EPS growth, FY27E0%5

EPS growth, FY28E+85%10

EPS growth, FY29E+26%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 97% of companies worldwide.

Revenue grew 19%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 68%/yr over the next 3 years, ahead of most of the market.10/10

Revenue grew 19%/yr over the last 3 years and is set to grow 68%/yr from here.

The runway holds up: revenue is set to grow 58%/yr over five years.10/10

WATCH

None flagged.

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Top-Line Rocket

A top-tier grower that's speeding up. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG100 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+29%10

3-month return+62%10

YTD return+207%10

MID & LONG-TERM▾SCORE

% of 52-week high100%10

1-year return+621%10

3-year return+2650%10

5-year return+1236%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +2650% over three years and +1236% over five, ahead of 90% of the market.

It's up 621% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+29%), over three months (+62%) and so far this year (+207%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Lumentum Holdings Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

LITELumentum Holdings

Revenue FY26$3.0B

GROWTH RATING↗

VERY STRONG97 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+19%9

Revenue, next 1Y+109%10

Revenue, next 3Y, CAGR+68%10

Revenue, next 5Y, CAGR+58%10

EARNINGS FORECAST▾SCORE

EPS growth, FY27E0%5

EPS growth, FY28E+85%10

EPS growth, FY29E+26%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 97% of companies worldwide.

Revenue grew 19%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 68%/yr over the next 3 years, ahead of most of the market.10/10

Revenue grew 19%/yr over the last 3 years and is set to grow 68%/yr from here.

The runway holds up: revenue is set to grow 58%/yr over five years.10/10

WATCH

None flagged.

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Top-Line Rocket

A top-tier grower that's speeding up. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG100 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+29%10

3-month return+62%10

YTD return+207%10

MID & LONG-TERM▾SCORE

% of 52-week high100%10

1-year return+621%10

3-year return+2650%10

5-year return+1236%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +2650% over three years and +1236% over five, ahead of 90% of the market.

It's up 621% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+29%), over three months (+62%) and so far this year (+207%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Lumentum Holdings Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community