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.
CLS
Celestica Inc.
$350.20TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
LITE
Lumentum Holdings Inc.
$651.93TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
Total return — CLS vs LITE
growth of $100 · dividends reinvested · last 11yCLS +2868.4%LITE +4088.0%LITE compounded faster
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
| Metric | CLS | LITE |
|---|---|---|
| P/E ratio | 33.05 | 131.84 |
| Forward P/E | 31.47 | 86.56 |
| P/S ratio | 2.37 | 27.52 |
| P/B ratio | 14.91 | 23.03 |
| PEG ratio | 0.39 | N/A |
| EV / EBITDA | 26.58 | 136.79 |
| FCF yield | 1.41% | 0.40% |
Profitability
| Metric | CLS | LITE |
|---|---|---|
| Gross margin | 11.59% | 27.96% |
| Operating margin | 8.13% | -11.68% |
| Net margin | 7.16% | 17.68% |
| ROE | 45.07% | 14.79% |
| ROIC | 27.74% | 0.75% |
Growth (annualized)
| Metric | CLS | LITE |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Celestica P/E ratioLumentum P/E ratioCelestica dividend yieldLumentum dividend yieldCelestica ROELumentum ROECelestica operating marginLumentum operating marginCelestica revenue growthLumentum revenue growthCelestica free cash flowLumentum free cash flow
Celestica & Lumentum appear in these rankings
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.