` LITE (Lumentum Holdings Inc) vs ANET (Arista Networks Inc) Comparison - Alpha Spread

LITE
vs
ANET

Over the past 12 months, LITE has significantly outperformed ANET, delivering a return of 88% compared to the ANET's 5% growth.

Valuation Comparison

LITE Intrinsic Value
72.48 USD
Overvaluation 19%
Intrinsic Value
Price
ANET Intrinsic Value
51.62 USD
Overvaluation 40%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Lumentum Holdings Inc
NASDAQ:LITE
89.66 USD
Arista Networks Inc
NYSE:ANET
86.25 USD

Financials Comparison

Growth Over Time
LITE vs ANET

LITE
ANET
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Lumentum Holdings Inc
Revenue
Arista Networks Inc
Revenue

All metrics are calculated based on data from the last 10 years.

Profitability Comparison

Free Cash Flow
LITE vs ANET

LITE
ANET
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Lumentum Holdings Inc
NASDAQ:LITE
Arista Networks Inc
NYSE:ANET
What is Free Cash Flow?

Gross Margin

LITE
23.9%
ANET
64.1%

Operating Margin

LITE
-19.4%
ANET
42.3%

Net Margin

LITE
-29.9%
ANET
40.7%

FCF Margin

LITE
-7.1%
ANET
50.9%

ROE

LITE
-40.8%
ANET
33.7%

ROA

LITE
-10.2%
ANET
24.2%

ROIC

LITE
-14.1%
ANET
50.2%

ROCE

LITE
-7.5%
ANET
31.2%

Stocks Performance

Stocks Performance
LITE vs ANET

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LITE
ANET
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1Y 3Y 5Y 10Y 15Y 20Y

Performance Gap
LITE vs ANET

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LITE
ANET
Difference
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1Y 3Y 5Y 10Y 15Y 20Y

Performance By Year
LITE vs ANET

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LITE
ANET
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