Aviat Networks Inc (AVNW)vsLumentum Holdings Inc (LITE)
AVNW
Aviat Networks Inc
$18.94
-2.57%
TECHNOLOGY · Cap: $271.32M
LITE
Lumentum Holdings Inc
$869.54
-5.22%
TECHNOLOGY · Cap: $101.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 585% more annual revenue ($3.01B vs $439.68M). AVNW leads profitability with a 0.6% profit margin vs -230.1%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 57/100 (C).
AVNW
Buy52
out of 100
Grade: C-
LITE
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 25.7% YoY
Revenue surging 109.3% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 28.0%
Areas to Watch
4.8% revenue growth
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
0.6% margin — thin
Trading at 16.6x book value
ROE of -149.3% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : AVNW
The strongest argument for AVNW centers on Price/Book, EPS Growth.
Bull Case : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 109.3% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bear Case : AVNW
The primary concerns for AVNW are Revenue Growth, Market Cap, Return on Equity. A P/E of 111.0x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : LITE
The primary concerns for LITE are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
AVNW profiles as a value stock while LITE is a hypergrowth play — different risk/reward profiles.
LITE carries more volatility with a beta of 1.54 — expect wider price swings.
LITE is growing revenue faster at 109.3% — sustainability is the question.
LITE generates stronger free cash flow (196M), providing more financial flexibility.
Bottom Line
LITE scores higher overall (57/100 vs 52/100) and 109.3% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aviat Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Aviat Networks, Inc. designs, manufactures, and sells a range of wireless networking products, solutions, and services in North America, Africa, the Middle East, Europe, Russia, Latin America, and Asia Pacific. The company is headquartered in Austin, Texas.
Visit Website →Lumentum Holdings Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, Asia-Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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