CommScope Holding Co Inc (COMM)vsLumentum Holdings Inc (LITE)
COMM
CommScope Holding Co Inc
$49.10
+150.77%
TECHNOLOGY · Cap: $4.34B
LITE
Lumentum Holdings Inc
$945.08
+3.59%
TECHNOLOGY · Cap: $80.07B
Smart Verdict
WallStSmart Research — data-driven comparison
CommScope Holding Co Inc generates 113% more annual revenue ($5.30B vs $2.49B). LITE leads profitability with a 17.7% profit margin vs 0.2%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 74/100 (B).
COMM
Buy56
out of 100
Grade: C
LITE
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.9%
Fair Value
$14.96
Current Price
$49.10
$34.14 premium
Intrinsic value data unavailable for LITE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
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
Expensive relative to growth rate
0.5% revenue growth
0.2% margin — thin
Operating margin of 0.2%
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 : COMM
The strongest argument for COMM centers on Debt/Equity, P/E Ratio.
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 : COMM
The primary concerns for COMM are PEG Ratio, Revenue Growth, Profit Margin. Thin 0.2% margins leave little buffer for downturns.
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
COMM profiles as a value stock while LITE is a growth play — different risk/reward profiles.
COMM carries more volatility with a beta of 2.40 — expect wider price swings.
LITE is growing revenue faster at 90.1% — sustainability is the question.
COMM generates stronger free cash flow (135M), providing more financial flexibility.
Bottom Line
LITE scores higher overall (74/100 vs 56/100), backed by strong 17.7% margins and 90.1% revenue growth. Both earn "Strong 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.
CommScope Holding Co Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
CommScope Holding Company, Inc. provides infrastructure solutions for communications and entertainment networks. The company is headquartered in Hickory, North Carolina.
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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