LITE vs NU

Comparison between Lumentum Holdings Inc (LITE, Company) and Nu Holdings Ltd Class A (NU, Company).

LITE is from the Technology sector, while NU is from the Financial Services sector.

LITE vs NU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITE(COMPANY)	NU(COMPANY)
Market Cap	$62B	$63B
Max Drawdown	66.89%	72.07%
Sharpe Ratio	3.41	0.18
5Y Beta	2.47	1.34
Industry	Communication Equipment	Banks - Regional
P/E Ratio	139.53	19.71
Forward P/E	57.14	17.76
PEG Ratio	0.63	0.41
5Y EPS CAGR	4.88%	N/A
Debt to Equity	110.37%	312.86%
Free Cash Flow Yield	0.18%	5.10%
P/S Ratio	27.97	8.33
P/B Ratio	22.71	4.94

Market Cap

LITE

$62B

Winner

$63B

Max Drawdown

Winner

LITE

66.89%

72.07%

Sharpe Ratio

Winner

LITE

3.41

0.18

5Y Beta

LITE

2.47

Winner

1.34

Industry

LITE

Communication Equipment

Banks - Regional

P/E Ratio

LITE

139.53

Winner

19.71

Forward P/E

LITE

57.14

Winner

17.76

PEG Ratio

LITE

0.63

Winner

0.41

5Y EPS CAGR

LITE

4.88%

N/A

Debt to Equity

Winner

LITE

110.37%

312.86%

Free Cash Flow Yield

LITE

0.18%

Winner

5.10%

P/S Ratio

LITE

27.97

Winner

8.33

P/B Ratio

LITE

22.71

Winner

4.94

LITE vs NU - Historical Returns

Returns include dividend reinvestment.

Period	LITE	NU
1 month	+15.24%	-12.56%
3 months	+44.44%	-24.93%
6 months	+277.36%	-17.18%
1 year	+1169.91%	+9.76%
5 years(CAGR)	+64.81%	+5.60%
10 years(CAGR)	+45.64%	N/A
Max(CAGR)	+42.45%	+5.60%

Winner

LITE

+15.24%

-12.56%

Winner

LITE

+44.44%

-24.93%

Winner

LITE

+277.36%

-17.18%

Winner

LITE

+1169.91%

+9.76%

5Y(CAGR)

Winner

LITE

+64.81%

+5.60%

10Y(CAGR)

LITE

+45.64%

N/A

Max(CAGR)

Winner

LITE

+42.45%

+5.60%

LITE vs NU - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	LITE	NU
2026	+149.80%	-22.68%
2025	+330.60%	+57.48%
2024	+61.32%	+27.43%
2023	-0.61%	+133.99%
2022	-51.30%	-59.22%
2021	+9.36%	-9.20%
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 NU Drawdown Comparison

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

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The current LITE drawdown is -8.41%. The current NU drawdown is -29.85%.

Rank	LITE	NU
#1	-66.89% Jan 12, 2021 - Jul 29, 2025	-72.07% Dec 10, 2021 - Mar 20, 2024
#2	-48.77% Mar 14, 2018 - Nov 27, 2019	-39.58% Nov 11, 2024 - Sep 15, 2025
#3	-37.31% Jul 24, 2017 - Mar 9, 2018	-35.02% Jan 28, 2026 - May 15, 2026
#4	-34.14% Aug 18, 2015 - Dec 16, 2015	-21.13% Jul 16, 2024 - Aug 15, 2024
#5	-33.07% Feb 12, 2020 - Aug 3, 2020	-14.45% Mar 22, 2024 - Jun 25, 2024
#6	-28.70% Mar 2, 2026 - Mar 24, 2026	-13.47% Sep 17, 2024 - Oct 28, 2024
#7	-26.49% Aug 4, 2020 - Dec 22, 2020	-10.14% Dec 4, 2025 - Jan 5, 2026
#8	-24.49% Oct 10, 2016 - Feb 8, 2017	-9.63% Sep 22, 2025 - Nov 11, 2025
#9	-21.85% Mar 28, 2017 - May 16, 2017	-8.84% Oct 30, 2024 - Nov 11, 2024
#10	-20.94% Apr 8, 2016 - Jul 22, 2016	-8.48% Aug 30, 2024 - Sep 17, 2024
#11	-18.41% Jan 6, 2026 - Feb 2, 2026	-7.69% Jan 5, 2026 - Jan 22, 2026
#12	-18.35% Mar 24, 2026 - Apr 2, 2026	-6.53% Nov 11, 2025 - Nov 25, 2025
#13	-17.98% Feb 21, 2017 - Mar 24, 2017	-4.41% Jun 27, 2024 - Jul 9, 2024
#14	-17.57% May 11, 2026 - May 20, 2026	-3.20% Aug 27, 2024 - Aug 30, 2024
#15	-16.62% Dec 30, 2015 - Feb 5, 2016	-1.66% Aug 19, 2024 - Aug 26, 2024