LITE vs AEP

Comparison between Lumentum Holdings Inc (LITE, Company) and American Electric Power Company Inc (AEP, Company).

LITE is from the Technology sector, while AEP is from the Utilities sector.

5-Year PerformanceLITE has outperformed AEP, delivering a return of +57.1% compared to +10.3%

LITE vs AEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITE(COMPANY)	AEP(COMPANY)
Market Cap	$67B	$68B
Max Drawdown	66.89%	65.39%
Sharpe Ratio	2.48	0.45
5Y Beta	2.48	-0.00
Industry	Communication Equipment	Utilities - Regulated Electric
P/E Ratio	149.88	16.73
Forward P/E	39.68	18.94
PEG Ratio	0.63	0.83
Dividend Yield	N/A	3.01%
5Y Dividends CAGR	N/A	5.12%
5Y EPS CAGR	4.88%	11.39%
Debt to Equity	110.37%	155.79%
Free Cash Flow Yield	0.17%	10.38%
P/S Ratio	27.23	3.00
P/B Ratio	21.29	2.08

Market Cap

LITE

$67B

Winner

AEP

$68B

Max Drawdown

LITE

66.89%

Winner

AEP

65.39%

Sharpe Ratio

Winner

LITE

2.48

AEP

0.45

5Y Beta

LITE

2.48

Winner

AEP

-0.00

Industry

LITE

Communication Equipment

AEP

Utilities - Regulated Electric

P/E Ratio

LITE

149.88

Winner

AEP

16.73

Forward P/E

LITE

39.68

Winner

AEP

18.94

PEG Ratio

Winner

LITE

0.63

AEP

0.83

Dividend Yield

LITE

N/A

AEP

3.01%

5Y Dividends CAGR

LITE

N/A

AEP

5.12%

5Y EPS CAGR

LITE

4.88%

Winner

AEP

11.39%

Debt to Equity

Winner

LITE

110.37%

AEP

155.79%

Free Cash Flow Yield

LITE

0.17%

Winner

AEP

10.38%

P/S Ratio

LITE

27.23

Winner

AEP

3.00

P/B Ratio

LITE

21.29

Winner

AEP

2.08

LITE vs AEP - Historical Returns

Returns include dividend reinvestment.

Period	LITE	AEP
1 month	+8.80%	-9.31%
3 months	-12.33%	-6.59%
6 months	+20.62%	-6.47%
1 year	+572.64%	+11.29%
5 years(CAGR)	+57.11%	+10.34%
10 years(CAGR)	+37.79%	+10.06%
Max(CAGR)	+39.37%	+9.44%

Winner

LITE

+8.80%

AEP

-9.31%

LITE

-12.33%

Winner

AEP

-6.59%

Winner

LITE

+20.62%

AEP

-6.47%

Winner

LITE

+572.64%

AEP

+11.29%

5Y(CAGR)

Winner

LITE

+57.11%

AEP

+10.34%

10Y(CAGR)

Winner

LITE

+37.79%

AEP

+10.06%

Max(CAGR)

Winner

LITE

+39.37%

AEP

+9.44%

LITE vs AEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LITE	AEP
2026	+115.01%	+7.75%
2025	+330.60%	+29.75%
2024	+61.32%	+15.37%
2023	-0.61%	-10.90%
2022	-51.30%	+10.82%
2021	+9.36%	+13.04%
2020	+14.63%	-8.01%
2019	+86.19%	+33.75%
2018	-16.23%	+7.08%
2017	+31.10%	+21.31%
2016	+73.09%	+11.80%
2015	+4.11%	-1.00%
2014	N/A	+36.86%
2013	N/A	+11.62%
2012	N/A	+9.64%
2011	N/A	+19.89%
2010	N/A	+8.19%
2009	N/A	+8.02%
2008	N/A	-24.96%
2007	N/A	+12.34%
2006	N/A	+18.72%
2005	N/A	+13.39%
2004	N/A	+16.54%
2003	N/A	+15.63%
2002	N/A	-33.49%
2001	N/A	+0.76%
2000	N/A	+58.03%
1999	N/A	-5.93%

LITE vs AEP Drawdown Comparison

The maximum drawdown for LITE was -66.89%, occurring on Oct 27, 2023. Recovery took 1140 trading sessions.

The maximum drawdown for AEP was -62.74%, occurring on Oct 9, 2002. Recovery took 1351 trading sessions.

The current LITE drawdown is -21.17%. The current AEP drawdown is -11.37%.

Rank	LITE	AEP
#1	-66.89% Jan 12, 2021 - Jul 29, 2025	-62.74% May 24, 2001 - Oct 10, 2006
#2	-48.77% Mar 14, 2018 - Nov 27, 2019	-48.37% Apr 24, 2007 - Dec 21, 2011
#3	-42.80% May 11, 2026 - Jul 29, 2026	-32.91% Feb 18, 2020 - Mar 28, 2022
#4	-37.31% Jul 24, 2017 - Mar 9, 2018	-29.55% Sep 12, 2022 - Jul 30, 2024
#5	-34.14% Aug 18, 2015 - Dec 16, 2015	-23.66% Feb 3, 2000 - Apr 24, 2000
#6	-33.07% Feb 12, 2020 - Aug 3, 2020	-20.97% Apr 27, 2000 - Sep 6, 2000
#7	-28.70% Mar 2, 2026 - Mar 24, 2026	-17.56% Nov 30, 2017 - Oct 24, 2018
#8	-26.49% Aug 4, 2020 - Dec 22, 2020	-17.06% Dec 26, 2000 - Feb 22, 2001
#9	-24.49% Oct 10, 2016 - Feb 8, 2017	-16.98% Jan 26, 2015 - Feb 3, 2016
#10	-21.85% Mar 28, 2017 - May 16, 2017	-16.95% Jul 6, 2016 - May 22, 2017
#11	-20.94% Apr 8, 2016 - Jul 22, 2016	-16.81% Apr 30, 2013 - Feb 13, 2014
#12	-18.41% Jan 6, 2026 - Feb 2, 2026	-14.73% Apr 6, 2022 - Aug 12, 2022
#13	-18.35% Mar 24, 2026 - Apr 2, 2026	-13.11% Sep 16, 2024 - Feb 19, 2025
#14	-17.98% Feb 21, 2017 - Mar 24, 2017	-12.12% Jun 26, 2026 - Aug 21, 2026
#15	-16.62% Dec 30, 2015 - Feb 5, 2016	-11.67% Mar 1, 2001 - Apr 2, 2001