Celestica Inc. (CLS) vs Lumentum Holdings Inc. (LITE)

A side-by-side comparison of Celestica Inc. and Lumentum Holdings Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnCLS vs LITE

growth of $100 · dividends reinvested · last 11y
CLS +2868.4%LITE +4088.0%LITE compounded faster
02k4k6kStart $10020172019202120232025$2,968$4,188
CLS LITE

CLS vs LITE: by the numbers

  • LITE is the larger company ($50.72B vs $40.26B market cap).
  • CLS trades at the lower trailing earnings multiple (33.05 vs 131.84 P/E), one valuation lens rather than an overall verdict.
  • LITE converts more revenue to profit (17.68% vs 7.16% net margin).
  • CLS grew revenue faster over the past five years (22.80% vs -1.01% CAGR).

Metrics side by side

Valuation

MetricCLSLITE
P/E ratio33.05131.84
Forward P/E31.4786.56
P/S ratio2.3727.52
P/B ratio14.9123.03
PEG ratio0.39N/A
EV / EBITDA26.58136.79
FCF yield1.41%0.40%

Profitability

MetricCLSLITE
Gross margin11.59%27.96%
Operating margin8.13%-11.68%
Net margin7.16%17.68%
ROE45.07%14.79%
ROIC27.74%0.75%

Growth (annualized)

MetricCLSLITE
Revenue CAGR (5Y)22.80%-1.01%
EPS CAGR (5Y)73.33%-26.64%
FCF CAGR (5Y)29.00%-7.72%
Total return CAGR (5Y)105.32%54.43%

Frequently asked

Which has the lower trailing P/E, CLS or LITE?
CLS has the lower trailing P/E: CLS trades at 33.05 and LITE at 131.84. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CLS or LITE?
Over the past five years, CLS grew revenue faster — CLS at a 22.80% CAGR versus LITE at -1.01%.
Is CLS or LITE more profitable?
LITE runs the higher net margin — CLS at 7.16% versus LITE at 17.68%.
How have CLS and LITE total returns compared?
Over the past 10 years, CLS delivered 40.11% and LITE delivered 36.84% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 28, 2026.