Belden Inc (BDC)vsLumentum Holdings Inc (LITE)
BDC
Belden Inc
$122.26
+6.17%
TECHNOLOGY · Cap: $4.60B
LITE
Lumentum Holdings Inc
$927.03
-0.93%
TECHNOLOGY · Cap: $83.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 5% more annual revenue ($3.01B vs $2.86B). BDC leads profitability with a 8.5% profit margin vs -230.1%. LITE appears more attractively valued with a PEG of 0.63. BDC earns a higher WallStSmart Score of 65/100 (C+).
BDC
Buy65
out of 100
Grade: C+
LITE
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
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
No major concerns identified
Trading at 17.7x book value
ROE of -149.3% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : BDC
The strongest argument for BDC centers on PEG Ratio. Revenue growth of 11.6% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its 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 : BDC
No major red flags identified for BDC, but monitor valuation.
Bear Case : LITE
The primary concerns for LITE are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
BDC 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 (287M), providing more financial flexibility.
Bottom Line
BDC scores higher overall (65/100 vs 57/100) and 11.6% 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.
Belden Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Belden Inc. is a signal transmission solutions company in the Americas, Europe, the Middle East, Africa and Asia-Pacific. The company is headquartered in St. Louis, Missouri.
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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