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).
Total return — LITE vs STM
growth of $100 · last 11yLITE +4770.1%STM +806.5%LITE compounded faster
Log scale — wide-divergence pair
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 3It depends on what you're optimizing for:
ValueLITE(lower P/E)
GrowthLITE(faster 5Y revenue CAGR)
QualityLITE(higher ROIC)
Metrics side by side
Valuation
| Metric | LITE | STM |
|---|---|---|
| P/E ratio | 153.22● | 452.69 |
| Forward P/E | 100.96 | — |
| P/S ratio | 32.01 | 5.40● |
| P/B ratio | 26.79 | 3.77● |
| EV / EBITDA | 145.49 | 29.70● |
| FCF yield | 0.34%● | 0.24% |
Profitability
| Metric | LITE | STM |
|---|---|---|
| Gross margin | 37.71%● | 33.84% |
| Operating margin | 9.53%● | 3.54% |
| Net margin | 17.68%● | 1.17% |
| ROE | 14.79%● | 0.81% |
| ROIC | 0.70%● | 0.67% |
Dividends
| Metric | LITE | STM |
|---|---|---|
| Dividend yield | — | 0.50% |
| Payout ratio | — | 189.47% |
Growth (annualized)
| Metric | LITE | STM |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Lumentum P/E ratioSTMicroelectronics P/E ratioLumentum dividend yieldSTMicroelectronics dividend yieldLumentum ROESTMicroelectronics ROELumentum operating marginSTMicroelectronics operating marginLumentum revenue growthSTMicroelectronics revenue growthLumentum free cash flowSTMicroelectronics free cash flow
Lumentum & STMicroelectronics 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 June 24, 2026.