Lumentum Holdings Inc. (LITE) vs QUALCOMM Incorporated (QCOM)
A side-by-side comparison of Lumentum Holdings Inc. and QUALCOMM Incorporated 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.
LITE
Lumentum Holdings Inc.
$651.93TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
QCOM
QUALCOMM Incorporated
$162.88TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
Total return — LITE vs QCOM
growth of $100 · dividends reinvested · last 11yLITE +4088.0%QCOM +262.4%LITE compounded faster
Log scale — wide-divergence pair
LITE QCOM
LITE vs QCOM: by the numbers
- •QCOM is the larger company ($171.68B vs $50.72B market cap).
- •QCOM trades at the lower trailing earnings multiple (18.24 vs 131.84 P/E), one valuation lens rather than an overall verdict.
- •QCOM converts more revenue to profit (22.31% vs 17.68% net margin).
- •QCOM grew revenue faster over the past five years (8.63% vs -1.01% CAGR).
- •QCOM pays a dividend (2.11% yield), while LITE has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | LITE | QCOM |
|---|---|---|
| P/E ratio | 131.84 | 18.24 |
| Forward P/E | 86.56 | 15.79 |
| P/S ratio | 27.52 | 4.10 |
| P/B ratio | 23.03 | 6.68 |
| PEG ratio | N/A | 3.18 |
| EV / EBITDA | 136.79 | 14.61 |
| FCF yield | 0.40% | 6.86% |
Profitability
| Metric | LITE | QCOM |
|---|---|---|
| Gross margin | 27.96% | 54.80% |
| Operating margin | -11.68% | 25.52% |
| Net margin | 17.68% | 22.31% |
| ROE | 14.79% | 36.38% |
| ROIC | 0.75% | 13.15% |
Dividends
| Metric | LITE | QCOM |
|---|---|---|
| Dividend yield | N/A | 2.11% |
| Payout ratio | N/A | 70.95% |
Growth (annualized)
| Metric | LITE | QCOM |
|---|---|---|
| Revenue CAGR (5Y) | -1.01% | 8.63% |
| EPS CAGR (5Y) | -26.64% | 5.74% |
| FCF CAGR (5Y) | -7.72% | 9.39% |
| Total return CAGR (5Y) | 54.43% | 6.10% |
Frequently asked
- Which has the lower trailing P/E, LITE or QCOM?
- QCOM has the lower trailing P/E: LITE trades at 131.84 and QCOM at 18.24. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, LITE or QCOM?
- Over the past five years, QCOM grew revenue faster — LITE at a -1.01% CAGR versus QCOM at 8.63%.
- Does LITE or QCOM pay a bigger dividend?
- QCOM pays a dividend (2.11% yield), while LITE has no payments in the available dividend history.
- Is LITE or QCOM more profitable?
- QCOM runs the higher net margin — LITE at 17.68% versus QCOM at 22.31%.
- How have LITE and QCOM total returns compared?
- Over the past 10 years, LITE delivered 36.84% and QCOM delivered 13.58% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Lumentum P/E ratioQUALCOMM P/E ratioLumentum dividend yieldQUALCOMM dividend yieldLumentum ROEQUALCOMM ROELumentum operating marginQUALCOMM operating marginLumentum revenue growthQUALCOMM revenue growthLumentum free cash flowQUALCOMM free cash flow
Lumentum & QUALCOMM 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.