Ciena vs Lumentum
CIEN and LITE side by side, both in communications equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CIEN and LITE compare
Lumentum is the larger company, worth 1.7 times as much as Ciena ($75.4B against $45.5B).
Lumentum grew revenue faster over the last twelve months (83.2% versus 32.6% for Ciena).
Ciena keeps more of each dollar of sales as profit, with a net margin of 10.9% compared with −230% at Lumentum.
Ciena scores higher on the StockData Score (12 against 8 for Lumentum), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CIEN | LITE |
|---|---|---|
| Size and price | ||
| Market cap | $45.5B | $75.4B |
| Share price | $320.72 | $840.70 |
| Change, 1 year | 69.5% | 292% |
| Change, 5 years | 430% | 801% |
| Beta (5Y) | 1.44 | 1.72 |
| Employees | 9,080 | 14K |
| StockData Score | ||
| Total score | 12 (better) | 8 |
| Valuation score | 0 | 0 |
| Growth score | 4 (better) | 3 |
| Performance score | 4 (better) | 1 |
| Health score | 4 | 4 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 71.6× | – |
| P/S | 7.6× (better) | 25.0× |
| P/B | 14.9× (better) | 16.2× |
| EV/EBITDA | 62.4× (better) | 145× |
| P/FCF | 55.8× (better) | 251× |
| FCF yield | 1.8% (better) | 0.40% |
| Fair value | $148.80 | $138.79 |
| Margin of safety | −116% (better) | −506% |
| Growth | ||
| Revenue growth (TTM) | 32.6% | 83.2% (better) |
| Revenue growth, 5Y average | 6.2% | 11.6% (better) |
| Net income growth (TTM) | 365% (better) | −26876% |
| EPS growth (TTM) | 362% | – |
| EPS growth, 5Y average | −18.2% | – |
| Profitability | ||
| Gross margin | 44.1% (better) | 41.7% |
| Operating margin | 12.3% | 17.4% (better) |
| Net margin | 10.9% (better) | −230% |
| FCF margin | 13.5% (better) | 10.0% |
| Return on equity | 22.4% (better) | −240% |
| Return on invested capital | 20.0% (better) | 10.4% |
| Financial health | ||
| Debt / equity | 1.06 | 0.70 (better) |
| Net debt / EBITDA | 0.81 (better) | 0.94 |
| Interest coverage | 10.6× | 24.1× (better) |
| Current ratio | 3.80 (better) | 1.68 |
| Altman Z-score | 6.72 | 16.42 (better) |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Buyback yield | 0.85% | – |
| Shareholder yield | 0.85% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 93.3% | 91.8% |
| Held by insiders | 1.2% | 1.0% |
| Insider net buying, 12 months | −$95.9M (better) | −$150M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 2.8% | 8.4% |
Go deeper
- CIEN stock overview
- CIEN income statement
- CIEN valuation and score
- LITE stock overview
- LITE income statement
- LITE valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.