Lumentum Holdings Inc. (LITE) vs STMicroelectronics N.V. (STM)

LITE leads on 11 of 14 compared metrics.

A side-by-side comparison of Lumentum Holdings Inc. and STMicroelectronics N.V. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — LITE vs STM

growth of $100 · last 11y
LITE +4770.1%STM +806.5%LITE compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020172019202120232025$4,870$907
LITE STM

LITE vs STM: by the numbers

  • LITE is the larger company ($64.41B vs $64.38B market cap).
  • LITE trades at the lower earnings multiple (153.22 vs 452.69 P/E).
  • LITE converts more revenue to profit (17.68% vs 1.17% net margin).
  • LITE grew revenue faster over the past five years (7.50% vs 2.41% CAGR).
  • STM pays a dividend (0.50% yield) while LITE does not currently pay one.

Which is better, LITE or STM?

Metric tally: LITE 11 · STM 3

It depends on what you're optimizing for:

ValueLITE(lower P/E)
GrowthLITE(faster 5Y revenue CAGR)
QualityLITE(higher ROIC)

Metrics side by side

Valuation

MetricLITESTM
P/E ratio153.22452.69
Forward P/E100.96
P/S ratio32.015.40
P/B ratio26.793.77
EV / EBITDA145.4929.70
FCF yield0.34%0.24%

Profitability

MetricLITESTM
Gross margin37.71%33.84%
Operating margin9.53%3.54%
Net margin17.68%1.17%
ROE14.79%0.81%
ROIC0.70%0.67%

Dividends

MetricLITESTM
Dividend yield0.50%
Payout ratio189.47%

Growth (annualized)

MetricLITESTM
Revenue CAGR (5Y)7.50%2.41%
EPS CAGR (5Y)-26.64%-31.29%
FCF CAGR (5Y)-7.72%-30.04%
Total return CAGR (5Y)59.21%15.93%

Frequently asked

Which is better, LITE or STM?
It depends on your goal. value: LITE (lower P/E); growth: LITE (faster 5Y revenue CAGR); quality: LITE (higher ROIC). Across all compared metrics, LITE leads 11 to 3.
Is LITE or STM cheaper?
On trailing earnings, LITE is cheaper: LITE trades at a 153.22 P/E and STM at 452.69.
Which has grown faster, LITE or STM?
Over the past five years, LITE grew revenue faster — LITE at a 7.50% CAGR versus STM at 2.41%.
Does LITE or STM pay a bigger dividend?
STM pays a dividend (0.50% yield) while LITE does not currently pay one.
Is LITE or STM more profitable?
LITE runs the higher net margin — LITE at 17.68% versus STM at 1.17%.
Which has been the better investment, LITE or STM?
Over the past 10-year, LITE delivered the higher annualized total return — LITE at 41.80% versus STM at 29.23%. 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 June 24, 2026.