BOS Better Online Solutions (BOSC)vsLumentum Holdings Inc (LITE)
BOSC
BOS Better Online Solutions
$4.15
-1.43%
TECHNOLOGY · Cap: $29.68M
LITE
Lumentum Holdings Inc
$945.08
+3.87%
TECHNOLOGY · Cap: $80.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 5202% more annual revenue ($2.49B vs $46.93M). LITE leads profitability with a 17.7% profit margin vs 6.5%. BOSC trades at a lower P/E of 9.2x. LITE earns a higher WallStSmart Score of 74/100 (B).
BOSC
Hold39
out of 100
Grade: F
LITE
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Revenue surging 90.1% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Areas to Watch
Smaller company, higher risk/reward
6.5% margin — thin
Revenue declined 24.2%
Earnings declined 50.6%
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 79.7x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BOSC
The strongest argument for BOSC centers on P/E Ratio, Price/Book, Debt/Equity.
Bull Case : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Profitability is solid with margins at 17.7% and operating margin at 21.8%. Revenue growth of 90.1% demonstrates continued momentum.
Bear Case : BOSC
The primary concerns for BOSC are Market Cap, Profit Margin, Revenue Growth.
Bear Case : LITE
The primary concerns for LITE are Debt/Equity, P/E Ratio, Price/Book. A P/E of 181.8x leaves little room for execution misses.
Key Dynamics to Monitor
BOSC profiles as a value stock while LITE is a growth play — different risk/reward profiles.
LITE carries more volatility with a beta of 1.53 — expect wider price swings.
LITE is growing revenue faster at 90.1% — sustainability is the question.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LITE scores higher overall (74/100 vs 39/100), backed by strong 17.7% margins and 90.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BOS Better Online Solutions
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
BOS Better Online Solutions Ltd. provides intelligent robotics, radio frequency identification (RFID) and supply chain solutions for companies around the world. The company is headquartered in Rishon LeZion, Israel.
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.
Compare with Other COMMUNICATION EQUIPMENT Stocks
Want to dig deeper into these stocks?