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 September 11, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnLITE vs QCOM

growth of $100 · dividends reinvested · last 10y
LITE +2269.6% (+37.2%/yr)QCOM +266.0% (+13.9%/yr)LITE compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$2,370$366
LITE QCOM

LITE vs QCOM: by the numbers

  • QCOM is the larger company ($191.07B vs $72.12B market cap).
  • QCOM is profitable (21.01% net margin) while LITE runs a net loss (-230.10%).
  • LITE grew revenue faster over the past five years (11.33% vs 6.23% CAGR).
  • QCOM pays a dividend (2.05% yield), while LITE has no payments in the available dividend history.

Metrics side by side

Valuation

MetricLITEQCOM
P/E ratioN/A20.77
Forward P/E43.0917.26
P/S ratio23.934.34
P/B ratio15.536.91
EV / EBITDA99.9017.11
FCF yield0.55%5.45%

Profitability

MetricLITEQCOM
Gross margin41.67%54.23%
Operating margin17.41%23.19%
Net margin-230.10%21.01%
ROE-149.34%33.48%
ROIC8.17%17.42%

Dividends

MetricLITEQCOM
Dividend yieldN/A2.05%
Payout ratioN/A41.32%

Growth (annualized)

MetricLITEQCOM
Revenue CAGR (5Y)11.33%6.23%
EPS CAGR (5Y)-26.64%2.02%
FCF CAGR (5Y)-3.12%2.09%
Total return CAGR (5Y)61.26%6.80%

Frequently asked

Which has grown faster, LITE or QCOM?
Over the past five years, LITE grew revenue faster — LITE at a 11.33% CAGR versus QCOM at 6.23%.
Does LITE or QCOM pay a bigger dividend?
QCOM pays a dividend (2.05% 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 -230.10% versus QCOM at 21.01%.
How have LITE and QCOM total returns compared?
Over the past 10 years, LITE delivered 38.34% and QCOM delivered 14.33% 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 11, 2026.