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LITE vs MSI vs CIEN

161 measures in 16 categories, one definition each, computed from filings and market data.
LITE44.9
Lumentum Holdings Inc.
Technology · Communication Equipment
$824.13 −5.22%$74.7B mkt cap
Score DNA
MSI65.5
Motorola Solutions, Inc.
Technology · Communication Equipment
$463.10 +1.47%$76.6B mkt cap
Score DNA
CIEN74.5
Ciena Corporation
Technology · Communication Equipment
$332.73 −6.57%$47.2B mkt cap
Score DNA

Price, rebased to 100 three years ago

LITE   MSI   CIEN   · weekly adjusted closes
-100-500501001502002503003504004505005506006507007508008509009501000105011001150120012501300135014001450150015501600165017001750180018501900195020002050210021502200225023002350240024502500255026002650270027502800Jan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26LITE 1990CIEN 793MSI 165
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.

Smart money

8 measures
MeasureLITEMSICIEN
Insider open-market buys, 180d 0 0 0
Insider $ bought, 180d — — —
Congress purchases, 180d 3 1 7
Last Congress purchase 2026-05-22 2026-09-25 2026-05-29
13F net change in holders +233 −21 —
ETFs adding shares, 30d 1,525 1,300 1,291
ETFs trimming, 30d 1,041 1,103 1,026
Net ETF funds, 30d +484 +197 +265

Valuation

16 measures
MeasureLITEMSICIEN
P/E (TTM) — 35.9x
42nd
72.1x
92nd
PEG (P/E ÷ 3-yr EPS CAGR) — 2.71
50th
1.61
33rd
Price / sales 24.8x
100th
6.3x
67th
7.8x
76th
Price / book 16.1x
86th
28.7x
95th
15.4x
81st
Price / tangible book 18.8x
71st
— 23.4x
93rd
Price / free cash flow 135.6x
94th
28.6x
56th
65.6x
81st
Price / operating cash flow 99.4x
94th
25.8x
56th
44.7x
72nd
Enterprise value $73.6B
90th
$85.5B
95th
$44.8B
86th
EV / sales 24.4x
100th
7.0x
71st
7.4x
76th
EV / EBITDA — 22.5x
50th
46.1x
89th
EV / EBIT — 26.6x
28th
57.8x
89th
EV / free cash flow 133.7x
94th
32.0x
56th
62.3x
81st
Earnings yield -9.3%
5th
2.8%
76th
1.4%
48th
FCF yield 0.7%
29th
3.5%
57th
1.5%
38th
Operating cash flow yield 1.0%
19th
3.9%
52nd
2.2%
38th
Graham number (per share) — $67.74
75th
$45.96
67th

Profitability (TTM)

12 measures
MeasureLITEMSICIEN
Gross margin 41.7%
43rd
50.0%
71st
44.1%
52nd
EBITDA margin -228.4%
0th
31.1%
81st
16.1%
62nd
Operating margin 17.4%
86th
25.0%
95th
14.1%
76th
EBIT margin -237.3%
0th
26.3%
86th
12.9%
71st
Net margin -230.1%
0th
17.4%
86th
10.9%
81st
NOPAT margin 13.8%
81st
19.4%
86th
12.7%
76th
FCF margin 18.3%
76th
21.9%
86th
11.9%
62nd
Operating cash flow margin 24.9%
86th
24.3%
81st
17.5%
71st
R&D / revenue 11.8%
43rd
8.3%
19th
15.4%
67th
SG&A / revenue 12.1%
5th
15.7%
14th
14.3%
10th
Stock comp / revenue 5.6%
65th
2.9%
40th
0.5%
5th
Effective tax rate 21.0%
50th
22.7%
78th
9.8%
17th

Returns on capital

11 measures
MeasureLITEMSICIEN
ROE (on average equity) -240.0%
0th
92.0%
100th
22.4%
81st
ROA -120.3%
0th
12.0%
95th
9.5%
81st
ROIC 11.6%
62nd
20.5%
81st
115.3%
100th
ROCE -148.1%
0th
23.5%
95th
11.7%
71st
Return on tangible assets -124.1%
0th
18.0%
95th
11.3%
81st
Cash ROIC (OCF / invested capital) 21.0%
62nd
25.7%
76th
158.9%
90th
Gross profitability (GP / assets) 17.2%
24th
31.8%
48th
33.2%
62nd
ROIC, 3-yr average — 18.5%
87th
45.0%
93rd
ROIC, 5-yr average 56.1%
89th
— 36.6%
83rd
ROE, 5-yr average -42.9%
11th
— 9.2%
83rd
Incremental ROIC 15.3%
55th
36.8%
70th
-59.1%
15th

Growth

17 measures
MeasureLITEMSICIEN
Revenue growth (TTM YoY) 83.2%
95th
10.3%
30th
32.6%
75th
Revenue growth (QoQ) 24.5%
81st
15.4%
71st
6.4%
38th
Revenue CAGR, 3 yr 19.5%
85th
8.2%
55th
12.5%
65th
Revenue CAGR, 5 yr 11.6%
70th
9.2%
50th
12.1%
75th
Gross profit CAGR, 3 yr 32.8%
90th
9.8%
50th
16.1%
65th
Operating income CAGR, 3 yr — 15.7%
77th
31.0%
92nd
Net income growth (TTM YoY) — 0.9%
25th
364.5%
100th
Net income CAGR, 3 yr — 12.0%
56th
43.5%
89th
EPS growth (TTM YoY) — 1.8%
38th
359.9%
100th
EPS CAGR, 3 yr — 13.2%
56th
44.8%
89th
EPS CAGR, 5 yr — 13.9%
67th
8.8%
44th
FCF growth (TTM YoY) — 12.3%
57th
2.6%
43rd
FCF CAGR, 3 yr 120.6%
91st
21.4%
45th
—
Operating cash flow CAGR, 3 yr 61.1%
79th
19.4%
43rd
—
Book value CAGR, 3 yr 46.4%
84th
101.5%
100th
2.1%
32nd
Dividend CAGR, 3 yr — 4.5% —
Sustainable growth rate — 59.0%
92nd
22.4%
75th

Margin history & stability

7 measures
MeasureLITEMSICIEN
Gross margin, 3-yr average 30.0%
10th
50.6%
70th
41.0%
55th
Operating margin, 3-yr average -9.1%
15th
24.9%
95th
8.5%
65th
Net margin, 3-yr average -93.4%
5th
16.9%
90th
5.8%
60th
FCF margin, 3-yr average 1.1%
10th
21.7%
90th
11.5%
75th
Revenue stability (0-1) 0.26
20th
1.00
100th
0.77
70th
Earnings stability (0-1) 0.50
85th
0.88
100th
0.03
15th
Margin stability (0-1) 0.70
10th
0.97
85th
0.94
55th

Liquidity (latest quarter)

7 measures
MeasureLITEMSICIEN
Cash & short-term investments $2.7B
95th
$710.0M
76th
$2.6B
90th
Net cash (− = net debt) $1.1B
90th
−$8.9B
5th
$2.4B
100th
Working capital $1.7B
95th
$553.0M
57th
$3.9B
100th
Current ratio 1.68
33rd
1.10
14th
3.80
86th
Quick ratio 1.40
33rd
0.86
19th
3.17
86th
Cash ratio (cash + ST investments / current liabilities) 1.10
71st
0.13
5th
1.90
86th
Defensive interval (days) 1,627 days
95th
400 days
33rd
781 days
67th

Leverage & solvency (latest quarter)

13 measures
MeasureLITEMSICIEN
Total debt $1.7B
81st
$9.6B
95th
$237.2M
57th
Debt / equity 0.36
57th
3.60
100th
0.08
38th
Net debt / equity −0.23
48th
3.33
100th
−0.78
10th
Debt / assets 22.9%
76th
50.0%
100th
3.0%
24th
Debt / capital 26.5%
57th
78.3%
100th
7.2%
38th
Debt / EBITDA — 2.53
67th
0.24
28th
Net debt / EBITDA — 2.34
89th
−2.46
28th
Interest coverage (EBIT / interest) −328.0x
0th
7.2x
47th
11.1x
53rd
Cash interest coverage 34.5x
88th
6.7x
50th
15.1x
69th
Debt payback (years of OCF) 2.2 yrs
61st
3.2 yrs
78th
0.2 yrs
17th
Liabilities / assets 36.5%
38th
86.0%
95th
61.8%
86th
IS credit model rating BBB+ A- AA+
Implied credit spread (bps) 225
62nd
175
57th
65
0th

Efficiency

11 measures
MeasureLITEMSICIEN
Asset turnover 0.52
29th
0.69
48th
0.88
76th
Fixed asset turnover 2.54
10th
10.49
48th
131.84
100th
Inventory turnover 3.0
29th
5.6
81st
3.9
52nd
Receivables turnover 7.8
62nd
6.1
48th
5.0
29th
Days sales outstanding 47 days
38th
60 days
52nd
73 days
71st
Days inventory outstanding 121 days
71st
65 days
19th
94 days
48th
Days payables outstanding 82 days
86th
66 days
67th
61 days
52nd
Cash conversion cycle (days) 85 days
38th
59 days
19th
107 days
62nd
Capex / revenue 6.7%
90th
2.4%
48th
5.6%
81st
Capex / depreciation 0.75
52nd
0.50
43rd
1.70
81st
Operating expense ratio 20.6%
5th
27.7%
33rd
27.4%
29th

Cash flow & earnings quality

7 measures
MeasureLITEMSICIEN
Operating cash flow / net income — 1.39
33rd
1.61
50th
FCF / net income — 1.25
50th
1.10
42nd
FCF / operating cash flow 73.3%
44th
90.0%
78th
68.2%
33rd
Capex / operating cash flow 26.7%
56th
10.0%
22nd
31.8%
67th
Accruals ratio -133.4%
0th
-4.7%
67th
-5.8%
52nd
Sloan accruals ratio 1.6%
57th
-18.4%
5th
16.3%
76th
Earnings quality score (0-1) — 1.00
75th
0.75
17th

Dividends & buybacks

9 measures
MeasureLITEMSICIEN
Dividend yield 0.0%
0th
1.0%
95th
0.0%
0th
Dividend per share (TTM) $0.00
0th
$4.84
95th
$0.00
0th
Payout ratio (dividends / net income) — 35.9%
92nd
0.0%
0th
Dividends / FCF 0.0%
0th
28.6%
94th
0.0%
0th
Dividend growth (YoY) — 11.8%
80th
—
Buyback yield -1.1%
0th
1.3%
52nd
1.2%
48th
Shareholder yield (dividends + buybacks) -1.1%
0th
2.3%
55th
1.2%
50th
Share count change (YoY) 3.6%
80th
-0.9%
30th
1.0%
45th
Buybacks, last 5 years $609.1M
76th
$4.6B
95th
$2.0B
86th

Scores & forensic checks

15 measures
MeasureLITEMSICIEN
IS score 45
43rd
66
71st
75
95th
IS profitability 30
38th
78
90th
65
86th
IS growth 52
25th
58
40th
78
85th
IS value 19
0th
41
71st
27
24th
IS momentum 50
20th
77
55th
100
95th
IS risk (safety) 100
57th
90
52nd
100
57th
IS quality 46
29th
64
52nd
87
95th
IS balance sheet 0
0th
34
5th
91
71st
IS earnings quality 25
10th
69
71st
68
67th
IS cash flow 51
48th
71
81st
70
76th
Piotroski F-score (0-9) 5
24th
7
71st
8
86th
Altman Z-score 9.7
81st
4.0
52nd
7.9
76th
Beneish M-score −6.51
0th
−2.62
30th
−2.57
35th
Ohlson O-score −6.40
90th
−6.34
95th
−8.47
38th
IS credit score 64
38th
66
43rd
93
100th

Per share

7 measures
MeasureLITEMSICIEN
EPS, diluted (TTM) −$92.96
0th
$12.76
95th
$4.48
81st
Book value per share $62.25
95th
$15.98
52nd
$20.94
76th
Tangible book per share $43.53
100th
−$43.10
0th
$16.57
81st
Revenue per share $40.40
76th
$73.18
95th
$41.25
81st
FCF per share $7.38
81st
$16.01
95th
$4.93
71st
Operating cash flow per share $10.07
81st
$17.79
95th
$7.23
71st
Cash per share $36.71
100th
$4.25
57th
$18.02
95th

Size (TTM)

8 measures
MeasureLITEMSICIEN
Market cap $74.7B
90th
$76.6B
95th
$47.2B
86th
Revenue $3.0B
71st
$12.2B
95th
$6.0B
90th
EBITDA −$6.9B
0th
$3.8B
95th
$971.6M
76th
Net income −$6.9B
0th
$2.1B
95th
$654.4M
86th
Free cash flow $550.5M
71st
$2.7B
95th
$719.0M
76th
Total assets $7.3B
76th
$19.2B
95th
$8.0B
81st
Shareholders' equity $4.6B
95th
$2.7B
76th
$3.1B
81st
Employees 13,757
90th
23,000
95th
8,989
81st

Price performance

9 measures
MeasureLITEMSICIEN
1 day −5.2% +1.5% −6.6%
1 week −25.3% +4.3% −25.9%
1 month −7.8% +0.7% −3.2%
3 months +7.7% +12.8% −12.1%
6 months −7.8% +4.8% −34.4%
Year to date +113.4% +21.5% +35.4%
1 year +426.4% +5.9% +97.4%
3 years, cumulative +1,822.4% +64.9% +650.1%
5 years, cumulative +879.2% +105.7% +533.3%

Technicals

4 measures
MeasureLITEMSICIEN
RSI 14 37.4 57.9 39.5
From 52-week high −27.9% −6.4% −47.8%
From 52-week low +440.3% +28.9% +108.8%
Beta 1.54 0.89 1.29
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms