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 closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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
|
Scores & forensic checks
15 measures| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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
|
Size (TTM)
8 measures| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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| Measure | LITE | MSI | CIEN |
|---|---|---|---|
| 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