Lumentum Holdings Inc (LITE)vsTrane Technologies plc (TT)
LITE
Lumentum Holdings Inc
$944.28
-5.06%
TECHNOLOGY · Cap: $67.83B
TT
Trane Technologies plc
$488.18
+2.25%
INDUSTRIALS · Cap: $107.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 926% more annual revenue ($21.60B vs $2.11B). TT leads profitability with a 13.4% profit margin vs 11.9%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 69/100 (B-).
LITE
Strong Buy69
out of 100
Grade: B-
TT
Buy52
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 65.5% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Growing faster than its price suggests
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Trading at 79.6x book value
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.6x book value
Earnings declined 2.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bull Case : TT
The strongest argument for TT centers on Return on Equity, Market Cap.
Bear Case : LITE
The primary concerns for LITE are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 277.8x leaves little room for execution misses.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
LITE profiles as a growth stock while TT is a value 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 65.5% — sustainability is the question.
TT generates stronger free cash flow (542M), providing more financial flexibility.
Bottom Line
LITE scores higher overall (69/100 vs 52/100) and 65.5% 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.
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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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