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.

Compare

Total returnLITE vs QCOM

growth of $100 · dividends reinvested · last 11y
LITE +4088.0%QCOM +262.4%LITE compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020172019202120232025$4,188$362
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

MetricLITEQCOM
P/E ratio131.8418.24
Forward P/E86.5615.79
P/S ratio27.524.10
P/B ratio23.036.68
PEG ratioN/A3.18
EV / EBITDA136.7914.61
FCF yield0.40%6.86%

Profitability

MetricLITEQCOM
Gross margin27.96%54.80%
Operating margin-11.68%25.52%
Net margin17.68%22.31%
ROE14.79%36.38%
ROIC0.75%13.15%

Dividends

MetricLITEQCOM
Dividend yieldN/A2.11%
Payout ratioN/A70.95%

Growth (annualized)

MetricLITEQCOM
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.

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.