LITE vs NEE-P-U

Comparison between Lumentum Holdings Inc (LITE, Company) and NextEra Energy Inc Series U Junior Subordinated Debentures due June 1 2085 (NEE-P-U, Company).

LITE vs NEE-P-U - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITE(COMPANY)	NEE-P-U(COMPANY)
Market Cap	$51B	$51B
Max Drawdown	66.89%	6.75%
Sharpe Ratio	2.83	0.03
5Y Beta	2.48	0.11
Industry	Communication Equipment	N/A
P/E Ratio	113.65	6.19
Forward P/E	40.98	N/A
PEG Ratio	0.63	0.13
5Y EPS CAGR	4.88%	13.15%
Debt to Equity	110.37%	177.08%
Free Cash Flow Yield	0.22%	24.27%
P/S Ratio	22.11	N/A
P/B Ratio	18.29	N/A

Market Cap

LITE

$51B

Winner

NEE-P-U

$51B

Max Drawdown

LITE

66.89%

Winner

NEE-P-U

6.75%

Sharpe Ratio

Winner

LITE

2.83

NEE-P-U

0.03

5Y Beta

LITE

2.48

Winner

NEE-P-U

0.11

Industry

LITE

Communication Equipment

NEE-P-U

N/A

P/E Ratio

LITE

113.65

Winner

NEE-P-U

6.19

Forward P/E

LITE

40.98

NEE-P-U

N/A

PEG Ratio

LITE

0.63

Winner

NEE-P-U

0.13

5Y EPS CAGR

LITE

4.88%

Winner

NEE-P-U

13.15%

Debt to Equity

Winner

LITE

110.37%

NEE-P-U

177.08%

Free Cash Flow Yield

LITE

0.22%

Winner

NEE-P-U

24.27%

P/S Ratio

LITE

22.11

NEE-P-U

N/A

P/B Ratio

LITE

18.29

NEE-P-U

N/A

LITE vs NEE-P-U - Historical Returns

Returns include dividend reinvestment.

Period	LITE	NEE-P-U
1 month	-6.01%	-0.97%
3 months	-10.62%	-1.27%
6 months	+128.22%	-0.04%
1 year	+765.91%	+3.70%
5 years(CAGR)	+57.50%	N/A
10 years(CAGR)	+41.62%	N/A
Max(CAGR)	+39.45%	+4.04%

LITE

-6.01%

Winner

NEE-P-U

-0.97%

LITE

-10.62%

Winner

NEE-P-U

-1.27%

Winner

LITE

+128.22%

NEE-P-U

-0.04%

Winner

LITE

+765.91%

NEE-P-U

+3.70%

5Y(CAGR)

LITE

+57.50%

NEE-P-U

N/A

10Y(CAGR)

LITE

+41.62%

NEE-P-U

N/A

Max(CAGR)

Winner

LITE

+39.45%

NEE-P-U

+4.04%

LITE vs NEE-P-U - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	LITE	NEE-P-U
2026	+107.72%	-0.63%
2025	+330.60%	+4.91%
2024	+61.32%	N/A
2023	-0.61%	N/A
2022	-51.30%	N/A
2021	+9.36%	N/A
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 NEE-P-U Drawdown Comparison

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

The maximum drawdown for NEE-P-U was -3.40%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current LITE drawdown is -23.84%. The current NEE-P-U drawdown is -2.93%.

Rank	LITE	NEE-P-U
#1	-66.89% Jan 12, 2021 - Jul 29, 2025	-3.40% Apr 30, 2026 - Jun 30, 2026
#2	-48.77% Mar 14, 2018 - Nov 27, 2019	-2.86% Mar 2, 2026 - Apr 30, 2026
#3	-37.31% Jul 24, 2017 - Mar 9, 2018	-2.68% Nov 11, 2025 - Jan 26, 2026
#4	-34.14% Aug 18, 2015 - Dec 16, 2015	-1.48% Sep 26, 2025 - Nov 10, 2025
#5	-33.63% May 11, 2026 - Jul 7, 2026	-0.91% Jul 2, 2025 - Aug 4, 2025
#6	-33.07% Feb 12, 2020 - Aug 3, 2020	-0.72% May 28, 2025 - Jul 2, 2025
#7	-28.70% Mar 2, 2026 - Mar 24, 2026	-0.66% Jan 26, 2026 - Feb 13, 2026
#8	-26.49% Aug 4, 2020 - Dec 22, 2020	-0.66% Sep 18, 2025 - Sep 25, 2025
#9	-24.49% Oct 10, 2016 - Feb 8, 2017	-0.62% Aug 19, 2025 - Aug 26, 2025
#10	-21.85% Mar 28, 2017 - May 16, 2017	-0.58% Sep 8, 2025 - Sep 18, 2025
#11	-20.94% Apr 8, 2016 - Jul 22, 2016	-0.52% Feb 23, 2026 - Mar 2, 2026
#12	-18.41% Jan 6, 2026 - Feb 2, 2026	-0.24% May 20, 2025 - May 23, 2025
#13	-18.35% Mar 24, 2026 - Apr 2, 2026	-0.20% Aug 13, 2025 - Aug 18, 2025
#14	-17.98% Feb 21, 2017 - Mar 24, 2017	-0.19% Aug 26, 2025 - Sep 2, 2025
#15	-16.62% Dec 30, 2015 - Feb 5, 2016	-0.15% Feb 17, 2026 - Feb 23, 2026