Lumentum Holdings Inc. (LITE) vs Motorola Solutions, Inc. (MSI)

A side-by-side comparison of Lumentum Holdings Inc. and Motorola Solutions, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnLITE vs MSI

growth of $100 · dividends reinvested · last 10y
LITE +2392.7% (+37.9%/yr)MSI +591.6% (+21.3%/yr)LITE compounded faster over this window
01k2k3kStart $10020182020202220242026$2,493$692
LITE MSI

LITE vs MSI: by the numbers

  • MSI is the larger company ($75.81B vs $73.57B market cap).
  • MSI is profitable (17.44% net margin) while LITE runs a net loss (-230.10%).
  • LITE grew revenue faster over the past five years (11.33% vs 9.18% CAGR).
  • MSI pays a dividend (1.01% yield), while LITE has no payments in the available dividend history.

Metrics side by side

Valuation

MetricLITEMSI
P/E ratioN/A35.96
Forward P/E43.9525.80
P/S ratio24.416.20
P/B ratio15.8428.37
EV / EBITDA101.9223.19
FCF yield0.54%3.53%

Profitability

MetricLITEMSI
Gross margin41.67%49.97%
Operating margin17.41%25.05%
Net margin-230.10%17.44%
ROE-149.34%79.87%
ROIC8.17%16.59%

Dividends

MetricLITEMSI
Dividend yieldN/A1.01%
Payout ratioN/A37.17%

Growth (annualized)

MetricLITEMSI
Revenue CAGR (5Y)11.33%9.18%
EPS CAGR (5Y)-26.64%18.30%
FCF CAGR (5Y)-3.12%10.51%
Total return CAGR (5Y)60.92%15.30%

Frequently asked

Which has grown faster, LITE or MSI?
Over the past five years, LITE grew revenue faster — LITE at a 11.33% CAGR versus MSI at 9.18%.
Does LITE or MSI pay a bigger dividend?
MSI pays a dividend (1.01% yield), while LITE has no payments in the available dividend history.
Is LITE or MSI more profitable?
MSI runs the higher net margin — LITE at -230.10% versus MSI at 17.44%.
How have LITE and MSI total returns compared?
Over the past 10 years, LITE delivered 38.20% and MSI delivered 21.59% 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 September 13, 2026.