Inseego Corp (INSG)vsLumentum Holdings Inc (LITE)
INSG
Inseego Corp
$13.82
-4.95%
TECHNOLOGY · Cap: $167.81M
LITE
Lumentum Holdings Inc
$945.08
-2.30%
TECHNOLOGY · Cap: $74.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Lumentum Holdings Inc generates 1374% more annual revenue ($2.49B vs $168.85M). LITE leads profitability with a 17.7% profit margin vs -1.3%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 74/100 (B).
INSG
Avoid31
out of 100
Grade: F
LITE
Strong Buy74
out of 100
Grade: B
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
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -835.0% — below average capital efficiency
Earnings declined 86.4%
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 : INSG
The strongest argument for INSG 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 : INSG
The primary concerns for INSG are Market Cap, PEG Ratio, Return on Equity.
Bear Case : LITE
The primary concerns for LITE are Debt/Equity, P/E Ratio, Price/Book. A P/E of 169.4x leaves little room for execution misses.
Key Dynamics to Monitor
INSG profiles as a turnaround stock while LITE is a growth play — different risk/reward profiles.
INSG carries more volatility with a beta of 1.63 — 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 31/100), 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.
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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