LITE:NGS-Lumentum Holdings Inc. (USD)

EQUITY | Communication Equipment | Nasdaq Global Select

Last Closing

USD 86.72

Change

+2.87 (+3.42)%

Market Cap

USD 2.47B

Volume

3.19M

Analyst Target

USD 106.87
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Lumentum Holdings Inc is engaged in providing optical & photonic products addressing end markets including data communications & telecommunications networking & industrial & commercial lasers for manufacturing, inspection & life-science applications.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-11 )

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ETFs Containing LITE

XTL SPDR® S&P Telecom ETF 5.25 % 0.35 %

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TYNE 2.86 % 0.00 %

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N/A
EQAL Invesco Russell 1000 Equa.. 0.66 % 0.20 %

-0.43 (0%)

USD 0.64B
IGN 0.00 % 0.46 %

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IYZ 0.00 % 0.42 %

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RWM ProShares Short Russell20.. 0.00 % 0.95 %

+0.31 (+0%)

USD 0.14B
SRTY ProShares UltraPro Short .. 0.00 % 0.95 %

+0.79 (+0%)

USD 0.07B
TWM ProShares UltraShort Russ.. 0.00 % 0.95 %

+1.35 (+0%)

USD 0.05B
TZA Direxion Daily Small Cap .. 0.00 % 0.95 %

+0.53 (+0%)

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SMDY 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Communication Equipment) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 65.43% 85% B 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 65.43% 85% B 89% A-
Trailing 12 Months  
Capital Gain 111.93% 81% B- 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 111.93% 79% B- 90% A-
Trailing 5 Years  
Capital Gain 27.89% 73% C 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.89% 66% D+ 57% F
Average Annual (5 Year Horizon)  
Capital Gain -6.67% 28% F 25% F
Dividend Return -6.67% 28% F 24% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 25.41% 92% A 69% C-
Risk Adjusted Return -26.24% 23% F 22% F
Market Capitalization 2.47B 88% B+ 87% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Communication Equipment) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 675.00 17% 10%
Price/Book Ratio 4.68 22% 25%
Price / Cash Flow Ratio 181.57 4% 1%
Price/Free Cash Flow Ratio 148.26 2% 2%
Management Effectiveness  
Return on Equity -47.25% 38% 33%
Return on Invested Capital -12.62% 40% 37%
Return on Assets -5.02% 48% 41%
Debt to Equity Ratio 261.49% 21% 8%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector