Inseego Corp (INSG)vsLumentum Holdings Inc (LITE)
INSG
Inseego Corp
$4.10
-3.19%
TECHNOLOGY · Cap: $70.80M
LITE
Lumentum Holdings Inc
$945.67
-0.92%
TECHNOLOGY · Cap: $83.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 1646% more annual revenue ($3.01B vs $172.61M). INSG leads profitability with a -6.4% 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).
INSG
Avoid31
out of 100
Grade: F
LITE
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
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
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -835.0% — below average capital efficiency
Trading at 18.0x book value
ROE of -149.3% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : INSG
The strongest argument for INSG centers on Debt/Equity.
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 : INSG
The primary concerns for INSG are P/E Ratio, Market Cap, PEG Ratio.
Bear Case : LITE
The primary concerns for LITE are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
INSG profiles as a turnaround stock while LITE is a hypergrowth play — different risk/reward profiles.
INSG carries more volatility with a beta of 1.66 — 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
LITE scores higher overall (57/100 vs 31/100) and 109.3% revenue growth. Both earn "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.
Inseego Corp
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Inseego Corp. The company is headquartered in San Diego, California.
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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