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 August 8, 2026. Differences are shown without an overall score or investment verdict.
LITE
Lumentum Holdings Inc.
$890.17TechnologyAt close: Aug 7, 2026, 4:00 PM ET
MSI
Motorola Solutions, Inc.
$467.55TechnologyAt close: Aug 7, 2026, 4:00 PM ET
Total return — LITE vs MSI
growth of $100 · dividends reinvested · last 11yLITE +5136.3%MSI +833.1%LITE compounded faster
Log scale — wide-divergence pair
LITE MSI
LITE vs MSI: by the numbers
- •MSI is the larger company ($77.61B vs $69.26B market cap).
- •MSI trades at the lower trailing earnings multiple (36.81 vs 164.85 P/E), one valuation lens rather than an overall verdict.
- •LITE converts more revenue to profit (17.68% vs 17.45% net margin).
- •MSI grew revenue faster over the past five years (9.18% vs -1.01% CAGR).
- •MSI pays a dividend (1.01% yield), while LITE has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | LITE | MSI |
|---|---|---|
| P/E ratio | 164.85 | 36.81 |
| Forward P/E | 108.23 | 26.74 |
| P/S ratio | 34.41 | 6.39 |
| P/B ratio | 28.80 | 29.26 |
| PEG ratio | N/A | 0.81 |
| EV / EBITDA | 170.68 | 23.79 |
| FCF yield | 0.32% | 3.42% |
Profitability
| Metric | LITE | MSI |
|---|---|---|
| Gross margin | 27.96% | 49.97% |
| Operating margin | -11.68% | 25.05% |
| Net margin | 17.68% | 17.45% |
| ROE | 14.79% | 79.90% |
| ROIC | 0.75% | 15.89% |
Dividends
| Metric | LITE | MSI |
|---|---|---|
| Dividend yield | N/A | 1.01% |
| Payout ratio | N/A | 36.50% |
Growth (annualized)
| Metric | LITE | MSI |
|---|---|---|
| Revenue CAGR (5Y) | -1.01% | 9.18% |
| EPS CAGR (5Y) | -26.64% | 18.30% |
| FCF CAGR (5Y) | -7.72% | 10.51% |
| Total return CAGR (5Y) | 61.37% | 16.76% |
Frequently asked
- Which has the lower trailing P/E, LITE or MSI?
- MSI has the lower trailing P/E: LITE trades at 164.85 and MSI at 36.81. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, LITE or MSI?
- Over the past five years, MSI grew revenue faster — LITE at a -1.01% 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?
- LITE runs the higher net margin — LITE at 17.68% versus MSI at 17.45%.
- How have LITE and MSI total returns compared?
- Over the past 10 years, LITE delivered 39.73% and MSI delivered 22.13% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Lumentum P/E ratioMotorola Solutions P/E ratioLumentum dividend yieldMotorola Solutions dividend yieldLumentum ROEMotorola Solutions ROELumentum operating marginMotorola Solutions operating marginLumentum revenue growthMotorola Solutions revenue growthLumentum free cash flowMotorola Solutions free cash flow
Lumentum & Motorola Solutions 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 August 8, 2026.