LITE vs JPM-P-L

Comparison between Lumentum Holdings Inc (LITE, Company) and JPMorgan Chase & Company (JPM-P-L, Company).

5-Year PerformanceLITE has outperformed JPM-P-L, delivering a return of +57.5% compared to -1.6%

LITE vs JPM-P-L - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITE(COMPANY)	JPM-P-L(COMPANY)
Market Cap	$51B	$51B
Max Drawdown	66.89%	32.13%
Sharpe Ratio	2.83	-0.46
5Y Beta	2.48	0.21
Industry	Communication Equipment	N/A
P/E Ratio	113.65	0.86
Forward P/E	40.98	N/A
PEG Ratio	0.63	0.09
5Y EPS CAGR	4.88%	15.42%
Debt to Equity	110.37%	18.69%
Free Cash Flow Yield	0.22%	N/A
P/S Ratio	22.11	N/A
P/B Ratio	18.29	N/A

Market Cap

LITE

$51B

Winner

JPM-P-L

$51B

Max Drawdown

LITE

66.89%

Winner

JPM-P-L

32.13%

Sharpe Ratio

Winner

LITE

2.83

JPM-P-L

-0.46

5Y Beta

LITE

2.48

Winner

JPM-P-L

0.21

Industry

LITE

Communication Equipment

JPM-P-L

N/A

P/E Ratio

LITE

113.65

Winner

JPM-P-L

0.86

Forward P/E

LITE

40.98

JPM-P-L

N/A

PEG Ratio

LITE

0.63

Winner

JPM-P-L

0.09

5Y EPS CAGR

LITE

4.88%

Winner

JPM-P-L

15.42%

Debt to Equity

LITE

110.37%

Winner

JPM-P-L

18.69%

Free Cash Flow Yield

LITE

0.22%

JPM-P-L

N/A

P/S Ratio

LITE

22.11

JPM-P-L

N/A

P/B Ratio

LITE

18.29

JPM-P-L

N/A

LITE vs JPM-P-L - Historical Returns

Returns include dividend reinvestment.

Period	LITE	JPM-P-L
1 month	-6.01%	+0.81%
3 months	-10.62%	-2.26%
6 months	+128.22%	-3.19%
1 year	+765.91%	-1.19%
5 years(CAGR)	+57.50%	-1.61%
10 years(CAGR)	+41.62%	N/A
Max(CAGR)	+39.45%	-0.31%

LITE

-6.01%

Winner

JPM-P-L

+0.81%

LITE

-10.62%

Winner

JPM-P-L

-2.26%

Winner

LITE

+128.22%

JPM-P-L

-3.19%

Winner

LITE

+765.91%

JPM-P-L

-1.19%

5Y(CAGR)

Winner

LITE

+57.50%

JPM-P-L

-1.61%

10Y(CAGR)

LITE

+41.62%

JPM-P-L

N/A

Max(CAGR)

Winner

LITE

+39.45%

JPM-P-L

-0.31%

LITE vs JPM-P-L - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	LITE	JPM-P-L
2026	+107.72%	-3.19%
2025	+330.60%	-0.62%
2024	+61.32%	+5.56%
2023	-0.61%	+15.50%
2022	-51.30%	-23.38%
2021	+9.36%	+6.90%
2020	+14.63%	N/A
2019	+86.19%	N/A
2018	-16.23%	N/A
2017	+31.10%	N/A
2016	+73.09%	N/A
2015	+4.11%	N/A

LITE vs JPM-P-L Drawdown Comparison

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

The maximum drawdown for JPM-P-L was -27.73%, occurring on May 9, 2022. Recovery took 716 trading sessions.

The current LITE drawdown is -23.84%. The current JPM-P-L drawdown is -11.41%.

Rank	LITE	JPM-P-L
#1	-66.89% Jan 12, 2021 - Jul 29, 2025	-27.73% Nov 5, 2021 - Sep 13, 2024
#2	-48.77% Mar 14, 2018 - Nov 27, 2019	-15.14% Sep 26, 2024 - May 21, 2025
#3	-37.31% Jul 24, 2017 - Mar 9, 2018	-2.62% Sep 22, 2021 - Nov 4, 2021
#4	-34.14% Aug 18, 2015 - Dec 16, 2015	-2.16% Jul 7, 2021 - Sep 16, 2021
#5	-33.63% May 11, 2026 - Jul 7, 2026	-0.72% Jun 10, 2021 - Jun 23, 2021
#6	-33.07% Feb 12, 2020 - Aug 3, 2020	-0.69% May 28, 2021 - Jun 9, 2021
#7	-28.70% Mar 2, 2026 - Mar 24, 2026	-0.49% Sep 16, 2021 - Sep 22, 2021
#8	-26.49% Aug 4, 2020 - Dec 22, 2020	-0.44% May 17, 2021 - May 21, 2021
#9	-24.49% Oct 10, 2016 - Feb 8, 2017	-0.39% Sep 19, 2024 - Sep 26, 2024
#10	-21.85% Mar 28, 2017 - May 16, 2017	-0.04% Sep 17, 2024 - Sep 19, 2024
#11	-20.94% Apr 8, 2016 - Jul 22, 2016	N/A
#12	-18.41% Jan 6, 2026 - Feb 2, 2026	N/A
#13	-18.35% Mar 24, 2026 - Apr 2, 2026	N/A
#14	-17.98% Feb 21, 2017 - Mar 24, 2017	N/A
#15	-16.62% Dec 30, 2015 - Feb 5, 2016	N/A