LumentumvsMicrosoft

LITE and MSFT stock compared: price, dividend, valuation and results, from SEC filings.

LITE

Lumentum Holdings Inc.

$596.62

Value $53.5B

-4.49%
LITE's page

MSFT

Microsoft Corporation

$523.88

Value $3.89T

+0.17%
MSFT's page

Lumentum (LITE) has a market value of $53.5B and Microsoft (MSFT) $3.89T. Over the last year, with dividends, LITE moved +135.1% and MSFT +3.3%. Dividend yield: LITE none, MSFT 0.69%.

At a glance

The main figures of both. A bar only shows which number is larger, not which is better.

  • Market value

    LITE$53.5B

    MSFT$3.89T

    MSFT is 73 times LITE

  • Revenue, 12 months

    LITE$3.7B

    MSFT$346B

    MSFT is 93 times LITE

  • Net income, 12 months

    LITE-$6.6B

    MSFT$143B

  • Operating margin

    LITE23.5%

    MSFT47.1%

    23.6 points apart

  • ROIC

    LITE13.0%

    MSFT28.7%

    15.7 points apart

  • P/E

    LITE–

    MSFT27.3

  • Dividend yield

    LITE0.0%

    MSFT0.7%

    0.7 points apart

  • 5-year return

    LITE+549.9%

    MSFT+62.1%

    487.8 points apart

A fainter bar means a negative number. The 5-year return includes dividends.

The price over time

Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.

LITE+549.9%

MSFT+62.1%

0500100020222023202420252026
Returns by period
PeriodLITEWith dividendsMSFTWith dividends
1 year since November 12, 2025+135.1%Price +135.1%+3.3%Price +2.5%
3 years since November 13, 2023+1,358.0%+144.3% a yearPrice +1,358.0%+46.2%+13.5% a yearPrice +42.9%
5 years since November 12, 2021+549.9%+45.4% a yearPrice +549.9%+62.1%+10.1% a yearPrice +55.6%
10 years since November 15, 2016+1,437.7%+31.4% a yearPrice +1,437.7%+895.5%+25.8% a yearPrice +789.9%

Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.

Every figure

As on each company's page. A description, not a recommendation: no one figure says which is better.

LITELumentumMSFTMicrosoft

Valuation

LITEMSFT
Valuation
Price$596.62$523.88
Market value$53.5B$3.89T
Enterprise value (EV)$52.9B$3.93T
P/E–27.3
P/E, 5-year median–35.2
P/B11.78.3
EV/EBIT60.324.1
Free cash flow yield0.7%1.5%

Results and growth

LITEMSFT
Results and growth
Revenue, 12 months$3.7B$346B
Net income, 12 months-$6.6B$143B
Free cash flow, 12 months$356M$60.0B
Earnings per share, 12 months-$89.62$19.16
Revenue growth, year on year83.2%17.8%
Revenue growth a year, past+11.6%over 5 years+14.6%over 5 years
EPS growth a year, past–+17.4%over 5 years

Margins and returns on capital

LITEMSFT
Margins and returns on capital
Gross margin45.9%67.7%
Operating margin23.5%47.1%
Net margin-175.8%41.2%
ROIC13.0%28.7%
ROE-238.1%34.3%

Balance sheet

LITEMSFT
Balance sheet
Cash$2.0B$64.5B
Total debt$1.4B$134B
Net debt / EBITDA-0.60.2
Interest cover47.5×50.6×

Dividends and buybacks

LITEMSFT
Dividends and buybacks
Dividend yield–0.7%
Dividend per share, 12 months–$3.64
Dividend growth a year, past–+10.2%over 5 years
Buyback yield–0.6%
Shareholder yield–1.3%

Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.

Questions: LITE or MSFT

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Which is bigger, Lumentum or Microsoft?

By market value, Microsoft ($3.89T) is about 72.7 times Lumentum ($53.5B), at today's prices.

How did LITE and MSFT stock do over the last 10 years?

Since November 15, 2016, LITE's price moved +1,437.7% and MSFT's +789.9%. With dividends: LITE +1,437.7% (+31.4% a year), MSFT +895.5% (+25.8% a year). Past returns do not predict future ones.

Which pays the higher dividend, LITE or MSFT?

The dividend yield at today's price is none for Lumentum and 0.69% for Microsoft. Over the last twelve months they paid – and $3.64 per share.

Which has the higher profit margins, Lumentum or Microsoft?

Over the last twelve months, the net margin was -175.8% for Lumentum and 41.2% for Microsoft, and the operating margin 23.5% and 47.1%. Revenue was $3.7B and $346B.

Which is the better investment, Lumentum or Microsoft?

The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.

Other comparisons

With each of the two, and with the largest in its sector.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

Descriptive data from SEC filings and market prices.