Lumentum Holdings Inc. (LITE) vs NetEase, Inc. (NTES)

A side-by-side comparison of Lumentum Holdings Inc. and NetEase, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 3, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — LITE vs NTES

growth of $100 · dividends reinvested · last 10y
LITE +2477.0% (+38.4%/yr)NTES +185.1% (+11.0%/yr)LITE compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$2,577$285
LITE NTES

LITE vs NTES: by the numbers

  • •LITE is the larger company ($84.45B vs $74.83B market cap).
  • •NTES is profitable (27.87% net margin) while LITE runs a net loss (-230.10%).
  • •LITE grew revenue faster over the past five years (11.33% vs 6.78% CAGR).
  • •NTES pays a dividend (2.50% yield), while LITE has no payments in the available dividend history.

Metrics side by side

Valuation

MetricLITENTES
P/E ratioN/A16.23
Forward P/E50.11N/A
PEG ratioN/A0.74
P/S ratio28.024.46
P/B ratio18.183.04
EV / EBITDA117.0611.65
FCF yieldN/A9.58%

Profitability

MetricLITENTES
Gross margin41.67%67.20%
Operating margin17.41%35.32%
Net margin-230.10%27.87%
ROE-149.34%19.00%
ROIC8.17%17.31%

Dividends

MetricLITENTES
Dividend yieldN/A2.50%
Payout ratioN/A40.58%

Growth (annualized)

MetricLITENTES
Revenue CAGR (5Y)11.33%6.78%
EPS CAGR (5Y)N/A22.02%
FCF CAGR (5Y)N/A18.25%
Total return CAGR (5Y)66.25%9.30%

Frequently asked

Which has grown faster, LITE or NTES?
Over the past five years, LITE grew revenue faster — LITE at a 11.33% CAGR versus NTES at 6.78%.
Does LITE or NTES pay a bigger dividend?
NTES pays a dividend (2.50% yield), while LITE has no payments in the available dividend history.
Is LITE or NTES more profitable?
NTES runs the higher net margin — LITE at -230.10% versus NTES at 27.87%.
How have LITE and NTES total returns compared?
Over the past 10 years, LITE delivered 38.49% and NTES delivered 11.04% 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 October 3, 2026.