Frequency Electronics Inc (FEIM)vsLumentum Holdings Inc (LITE)
FEIM
Frequency Electronics Inc
$71.78
+0.27%
TECHNOLOGY · Cap: $768.73M
LITE
Lumentum Holdings Inc
$913.95
+0.61%
TECHNOLOGY · Cap: $74.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 4036% more annual revenue ($3.01B vs $72.87M). FEIM leads profitability with a 3.7% 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).
FEIM
Buy54
out of 100
Grade: C-
LITE
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 69.8% year-over-year
Earnings expanding 529.0% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 22.2%
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
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 2.2% — below average capital efficiency
3.7% margin — thin
Trading at 17.4x book value
ROE of -149.3% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : FEIM
The strongest argument for FEIM centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 69.8% demonstrates continued momentum. PEG of 1.25 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 : FEIM
The primary concerns for FEIM are Altman Z-Score, Market Cap, Return on Equity. A P/E of 272.8x leaves little room for execution misses. Thin 3.7% 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
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.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LITE scores higher overall (57/100 vs 54/100) 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.
Frequency Electronics Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Frequency Electronics, Inc. designs, develops, manufactures and sells precision frequency and time control products and components for microwave integrated circuit applications. The company is headquartered in Mitchel Field, New York.
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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