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AAPL vs. LITE: Apple vs. Lumentum Stock Comparison

How do Apple (AAPL) and Lumentum (LITE) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Apple (AAPL) and Lumentum (LITE) both fall under the Technology Hardware & Equipment industry group, but AAPL is classified in Technology Hardware, Storage & Peripherals while LITE is classified in Communications Equipment.

Company profile comparison for Apple (AAPL) and Lumentum (LITE)
Profile ItemAAPLLITE
NameApple Inc.Lumentum Holdings Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupTechnology Hardware & EquipmentTechnology Hardware & Equipment
GICS IndustryTechnology Hardware, Storage & PeripheralsCommunications Equipment
GICS Sub-IndustryTechnology Hardware, Storage & PeripheralsCommunications Equipment
Market Capitalization4,975.38 billion USD48.84 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateDecember 12, 1980July 23, 2015
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AAPL
LITE
GSPC
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Apple (AAPL) vs. Lumentum (LITE), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Apple (AAPL) and Lumentum (LITE). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Apple (AAPL) and Lumentum (LITE). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Apple (AAPL) and Lumentum (LITE)
MetricAAPLLITE
Total Return (1Y)31.02%150.31%
Total Return (3Y, Annualized)24.87%147.76%
Total Return (5Y, Annualized)18.93%45.47%

Risk Profile

Drawdown History

AAPL
LITE
GSPC
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Apple (AAPL) vs. Lumentum (LITE), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Apple (AAPL) and Lumentum (LITE). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Apple (AAPL) and Lumentum (LITE)
MetricAAPLLITE
Volatility (1Y, Annualized)24.99%101.27%
Beta (5Y)1.081.73
Max Drawdown (5Y)-33.36%-66.48%
Avg. Volume (3M)42.44M5.27M

Risk-Adjusted Performance

Risk-Return Positioning

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AAPL and LITE are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Apple (AAPL) and Lumentum (LITE)
MetricAAPLLITE
Sharpe Ratio (1Y)1.071.44
Sortino Ratio (1Y)1.582.14

Profitability

ROE (TTM)

Lumentum (LITE) reports a negative ROE of -245.79%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Apple (AAPL) reports 142.26%, ranking against industry peers normally.

AAPL

Technology Hardware & Equipment industry group

142.26%

AAPL
142.26%
Max
42.47%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%

LITE

Technology Hardware & Equipment industry group

-245.79%

Max
42.47%
Q3
19.13%
Median
11.00%
Q1
1.63%
Min
-20.62%
LITE
-245.79%
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Apple (AAPL) vs. Lumentum (LITE): A comparison of their ROE against the Technology Hardware & Equipment industry group benchmark.

Net Margin (TTM)

Lumentum (LITE) reports a negative net margin of -175.78%, usually indicating a net loss over the period. Meanwhile Apple (AAPL) reports 27.60%, ranking against industry peers normally.

AAPL

Technology Hardware & Equipment industry group

27.60%

AAPL
27.60%
Max
27.60%
Q3
11.66%
Median
4.08%
Q1
0.00%
Min
-11.02%

LITE

Technology Hardware & Equipment industry group

-175.78%

Max
27.60%
Q3
11.66%
Median
4.08%
Q1
0.00%
Min
-11.02%
LITE
-175.78%
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Apple (AAPL) vs. Lumentum (LITE): A comparison of their net margin against the Technology Hardware & Equipment industry group benchmark.

Operating Margin (TTM)

Both Apple (AAPL) at 31.13% and Lumentum (LITE) at 27.95% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

AAPL

Technology Hardware & Equipment industry group

31.13%

Max
36.27%
AAPL
31.13%
Q3
18.36%
Median
8.84%
Q1
1.46%
Min
-21.39%

LITE

Technology Hardware & Equipment industry group

27.95%

Max
36.27%
LITE
27.95%
Q3
18.36%
Median
8.84%
Q1
1.46%
Min
-21.39%
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Apple (AAPL) vs. Lumentum (LITE): A comparison of their operating margin against the Technology Hardware & Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Apple (AAPL) and Lumentum (LITE)
MetricAAPLLITE
ROE (TTM)142.26%-245.79%
ROA (TTM)25.87%9.19%
Net Margin (TTM)27.60%-175.78%
Operating Margin (TTM)31.13%27.95%
Gross Margin (TTM)48.79%47.98%

Growth

Revenue Growth

Lumentum (LITE) at 83.22% clears its industry range for revenue growth, far stronger top-line momentum than Apple (AAPL) at 15.06%, which is closer to a typical peer reading.

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Apple (AAPL) vs. Lumentum (LITE): A comparison of their Revenue Growth across different time periods.

EPS Growth

Apple (AAPL) at 20.38% is around its peer norm for EPS growth, while Lumentum (LITE) at -25,224.32% falls below its industry range, a notably weak earnings reading.

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Apple (AAPL) vs. Lumentum (LITE): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Apple (AAPL) and Lumentum (LITE)
MetricAAPLLITE
Revenue Growth (YoY)15.06%83.22%
Revenue Growth (3Y CAGR)7.70%19.48%
EPS Growth (YoY)20.38%-25,224.32%
EPS Growth (3Y CAGR)13.57%--

Financial Strength

Current Ratio (MRQ)

Lumentum (LITE) at 1.61 keeps current ratio within its industry’s typical mid-range, while Apple (AAPL) at 1.02 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for AAPL.

AAPL

Technology Hardware & Equipment industry group

1.02

Max
5.34
Q3
3.02
Median
1.95
Q1
1.32
AAPL
1.02
Min
0.17

LITE

Technology Hardware & Equipment industry group

1.61

Max
5.34
Q3
3.02
Median
1.95
LITE
1.61
Q1
1.32
Min
0.17
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Apple (AAPL) vs. Lumentum (LITE): A comparison of their current ratio against the Technology Hardware & Equipment industry group benchmark.

Debt / Equity (MRQ)

Lumentum (LITE) at 0.31 carries an industry-typical debt-to-equity mix, while Apple (AAPL) at 0.84 uses more debt funding than most peers.

AAPL

Technology Hardware & Equipment industry group

0.84

Max
1.76
AAPL
0.84
Q3
0.78
Median
0.24
Q1
0.04
Min
0.01

LITE

Technology Hardware & Equipment industry group

0.31

Max
1.76
Q3
0.78
LITE
0.31
Median
0.24
Q1
0.04
Min
0.01
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Apple (AAPL) vs. Lumentum (LITE): A comparison of their debt-to-equity ratio against the Technology Hardware & Equipment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Apple (AAPL) and Lumentum (LITE)
MetricAAPLLITE
Current Ratio (MRQ)1.021.61
Debt / Equity (MRQ)0.840.31
Net Debt / EBITDA0.22-0.48

Dividends

Dividend Yield (TTM)

Lumentum (LITE) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Apple (AAPL) reports a yield of 0.31%, ranking against industry peers normally.

AAPL

Technology Hardware & Equipment industry group

0.31%

Max
0.73%
Q3
0.31%
AAPL
0.31%
Median
0.00%
Q1
0.00%
Min
0.00%

LITE

Technology Hardware & Equipment industry group

0.00%

Max
0.73%
Q3
0.31%
LITE
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Apple (AAPL) vs. Lumentum (LITE): A comparison of their dividend yield against the Technology Hardware & Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Lumentum (LITE) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Apple (AAPL) reports a payout of 11.80%, ranking against industry peers normally.

AAPL

Technology Hardware & Equipment industry group

11.80%

Max
32.27%
Q3
14.48%
AAPL
11.80%
Median
0.00%
Q1
0.00%
Min
0.00%

LITE

Technology Hardware & Equipment industry group

0.00%

Max
32.27%
Q3
14.48%
LITE
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Apple (AAPL) vs. Lumentum (LITE): A comparison of their payout ratio against the Technology Hardware & Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Apple (AAPL) and Lumentum (LITE)
MetricAAPLLITE
Dividend Yield (TTM)0.31%0.00%
Dividend Payout Ratio (TTM)11.80%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Apple (AAPL) trades at 38.13 times trailing earnings, ranked against its peers, while Lumentum (LITE) has no P/E ratio this period.

AAPL

Technology Hardware & Equipment industry group

38.13

Max
69.48
Q3
41.02
AAPL
38.13
Median
26.39
Q1
19.36
Min
6.07

LITE

Technology Hardware & Equipment industry group

--

Max
69.48
Q3
41.02
Median
26.39
Q1
19.36
Min
6.07
LITE
--
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Apple (AAPL) vs. Lumentum (LITE): LITE does not report P/E ratio, so it has no value marker; AAPL is benchmarked against the Technology Hardware & Equipment industry group.

P/S Ratio (TTM)

Both look expensive on sales: Apple (AAPL) at 10.39 sits in the upper P/S ratio quartile, and Lumentum (LITE) at 13.05 prices even higher, above its industry range.

AAPL

Technology Hardware & Equipment industry group

10.39

Max
11.30
AAPL
10.39
Q3
5.82
Median
2.56
Q1
1.05
Min
0.00

LITE

Technology Hardware & Equipment industry group

13.05

LITE
13.05
Max
11.30
Q3
5.82
Median
2.56
Q1
1.05
Min
0.00
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Apple (AAPL) vs. Lumentum (LITE): A comparison of their P/S ratio against the Technology Hardware & Equipment industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Lumentum (LITE) at 10.67 sits in the upper P/B ratio quartile, and Apple (AAPL) at 44.39 prices even higher, above its industry range.

AAPL

Technology Hardware & Equipment industry group

44.39

AAPL
44.39
Max
10.75
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33

LITE

Technology Hardware & Equipment industry group

10.67

Max
10.75
LITE
10.67
Q3
5.52
Median
3.17
Q1
1.79
Min
0.33
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Apple (AAPL) vs. Lumentum (LITE): A comparison of their P/B ratio against the Technology Hardware & Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Apple (AAPL) and Lumentum (LITE)
MetricAAPLLITE
P/E Ratio (TTM)38.13--
P/S Ratio (TTM)10.3913.05
P/B Ratio (MRQ)44.3910.67
Free Cash Flow Yield (TTM)2.12%0.29%