Lumentum Holdings Inc. (LITE) vs Workday, Inc. (WDAY)

A side-by-side comparison of Lumentum Holdings Inc. and Workday, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 29, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnLITE vs WDAY

growth of $100 · dividends reinvested · last 11y
LITE +3734.9%WDAY +88.4%LITE compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020172019202120232025$3,835$188
LITE WDAY

LITE vs WDAY: by the numbers

  • LITE is the larger company ($47.35B vs $44.54B market cap).
  • WDAY trades at the lower trailing earnings multiple (49.90 vs 120.73 P/E), one valuation lens rather than an overall verdict.
  • LITE converts more revenue to profit (17.68% vs 8.60% net margin).
  • WDAY grew revenue faster over the past five years (17.11% vs -1.01% CAGR).

Metrics side by side

Valuation

MetricLITEWDAY
P/E ratio120.7349.90
Forward P/E79.2617.58
P/S ratio25.204.12
P/B ratio21.096.08
PEG ratioN/A2.16
EV / EBITDA125.3729.16
FCF yield0.44%7.32%

Profitability

MetricLITEWDAY
Gross margin27.96%75.77%
Operating margin-11.68%11.66%
Net margin17.68%8.60%
ROE14.79%12.67%
ROIC0.75%5.95%

Growth (annualized)

MetricLITEWDAY
Revenue CAGR (5Y)-1.01%17.11%
EPS CAGR (5Y)-26.64%N/A
FCF CAGR (5Y)-7.72%20.07%
Total return CAGR (5Y)50.92%-7.39%

Frequently asked

Which has the lower trailing P/E, LITE or WDAY?
WDAY has the lower trailing P/E: LITE trades at 120.73 and WDAY at 49.90. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, LITE or WDAY?
Over the past five years, WDAY grew revenue faster — LITE at a -1.01% CAGR versus WDAY at 17.11%.
Is LITE or WDAY more profitable?
LITE runs the higher net margin — LITE at 17.68% versus WDAY at 8.60%.
How have LITE and WDAY total returns compared?
Over the past 10 years, LITE delivered 35.85% and WDAY delivered 6.75% 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 29, 2026.