ClearOne Inc (CLRO)vsLumentum Holdings Inc (LITE)
CLRO
ClearOne Inc
$3.16
-5.50%
TECHNOLOGY · Cap: $8.44M
LITE
Lumentum Holdings Inc
$945.08
+3.59%
TECHNOLOGY · Cap: $80.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 21755% more annual revenue ($2.49B vs $11.39M). LITE leads profitability with a 17.7% profit margin vs 0.0%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 74/100 (B).
CLRO
Avoid30
out of 100
Grade: F
LITE
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
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
Trading at 15.8x book value
Smaller company, higher risk/reward
0.0% margin — thin
Operating margin of 0.0%
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 : CLRO
PEG of 1.44 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. Profitability is solid with margins at 17.7% and operating margin at 21.8%. Revenue growth of 90.1% demonstrates continued momentum.
Bear Case : CLRO
The primary concerns for CLRO are Price/Book, Market Cap, Profit Margin.
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
CLRO 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.
LITE generates stronger free cash flow (79M), providing more financial flexibility.
Bottom Line
LITE scores higher overall (74/100 vs 30/100), backed by strong 17.7% margins and 90.1% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ClearOne Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
ClearOne, Inc. designs, develops, and sells conferencing, collaboration, and network transmission solutions for voice and visual communications in the United States and internationally. The company is headquartered in Salt Lake City, Utah.
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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