LITE vs NWG

Comparison between Lumentum Holdings Inc (LITE, Company) and NatWest Group Plc (NWG, Company).

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

5-Year PerformanceLITE has outperformed NWG, delivering a return of +61.2% compared to +30.7%

LITE vs NWG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITE(COMPANY)	NWG(COMPANY)
Market Cap	$68B	$67B
Max Drawdown	66.89%	98.90%
Sharpe Ratio	3.60	0.93
5Y Beta	2.46	1.03
Industry	Communication Equipment	Banks - Regional
P/E Ratio	151.78	8.69
Forward P/E	64.10	8.40
PEG Ratio	0.63	0.23
Dividend Yield	N/A	2.11%
5Y Dividends CAGR	N/A	31.43%
5Y EPS CAGR	4.88%	N/A
Debt to Equity	110.37%	116.10%
Free Cash Flow Yield	0.17%	24.64%
P/S Ratio	29.52	4.16
P/B Ratio	82.33	1.01

Market Cap

Winner

LITE

$68B

NWG

$67B

Max Drawdown

Winner

LITE

66.89%

NWG

98.90%

Sharpe Ratio

Winner

LITE

3.60

NWG

0.93

5Y Beta

LITE

2.46

Winner

NWG

1.03

Industry

LITE

Communication Equipment

NWG

Banks - Regional

P/E Ratio

LITE

151.78

Winner

NWG

8.69

Forward P/E

LITE

64.10

Winner

NWG

8.40

PEG Ratio

LITE

0.63

Winner

NWG

0.23

Dividend Yield

LITE

N/A

NWG

2.11%

5Y Dividends CAGR

LITE

N/A

NWG

31.43%

5Y EPS CAGR

LITE

4.88%

NWG

N/A

Debt to Equity

Winner

LITE

110.37%

NWG

116.10%

Free Cash Flow Yield

LITE

0.17%

Winner

NWG

24.64%

P/S Ratio

LITE

29.52

Winner

NWG

4.16

P/B Ratio

LITE

82.33

Winner

NWG

1.01

LITE vs NWG - Historical Returns

Returns include dividend reinvestment.

Period	LITE	NWG
1 month	+0.87%	-3.53%
3 months	+56.60%	-2.78%
6 months	+276.41%	+3.88%
1 year	+1276.48%	+29.30%
5 years(CAGR)	+61.21%	+30.67%
10 years(CAGR)	+43.82%	+15.60%
Max(CAGR)	+41.76%	-7.77%

Winner

LITE

+0.87%

NWG

-3.53%

Winner

LITE

+56.60%

NWG

-2.78%

Winner

LITE

+276.41%

NWG

+3.88%

Winner

LITE

+1276.48%

NWG

+29.30%

5Y(CAGR)

Winner

LITE

+61.21%

NWG

+30.67%

10Y(CAGR)

Winner

LITE

+43.82%

NWG

+15.60%

Max(CAGR)

Winner

LITE

+41.76%

NWG

-7.77%

LITE vs NWG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	LITE	NWG
2026	+134.08%	-7.20%
2025	+330.60%	+84.05%
2024	+61.32%	+92.41%
2023	-0.61%	-5.87%
2022	-51.30%	+9.19%
2021	+9.36%	+48.07%
2020	+14.63%	-25.84%
2019	+86.19%	+31.49%
2018	-16.23%	-26.53%
2017	+31.10%	+34.75%
2016	+73.09%	-36.51%
2015	+4.11%	-25.65%
2014	N/A	+8.51%
2013	N/A	+3.00%
2012	N/A	+63.24%
2011	N/A	-49.32%
2010	N/A	+18.12%
2009	N/A	-40.87%
2008	N/A	-84.23%
2007	N/A	-17.05%

LITE vs NWG Drawdown Comparison

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

The maximum drawdown for NWG was -97.62%, occurring on Sep 21, 2020. This drawdown has not yet recovered.

The current LITE drawdown is -9.13%. The current NWG drawdown is -78.00%.

Rank	LITE	NWG
#1	-66.89% Jan 12, 2021 - Jul 29, 2025	-97.62% Oct 31, 2007 - Sep 21, 2020
#2	-48.77% Mar 14, 2018 - Nov 27, 2019	-2.69% Oct 18, 2007 - Oct 26, 2007
#3	-37.31% Jul 24, 2017 - Mar 9, 2018	-1.93% Oct 29, 2007 - Oct 31, 2007
#4	-34.14% Aug 18, 2015 - Dec 16, 2015	N/A
#5	-33.07% Feb 12, 2020 - Aug 3, 2020	N/A
#6	-28.70% Mar 2, 2026 - Mar 24, 2026	N/A
#7	-26.49% Aug 4, 2020 - Dec 22, 2020	N/A
#8	-24.49% Oct 10, 2016 - Feb 8, 2017	N/A
#9	-21.85% Mar 28, 2017 - May 16, 2017	N/A
#10	-20.94% Apr 8, 2016 - Jul 22, 2016	N/A
#11	-18.41% Jan 6, 2026 - Feb 2, 2026	N/A
#12	-18.35% Mar 24, 2026 - Apr 2, 2026	N/A
#13	-17.98% Feb 21, 2017 - Mar 24, 2017	N/A
#14	-16.62% Dec 30, 2015 - Feb 5, 2016	N/A
#15	-15.03% Dec 11, 2025 - Dec 22, 2025	N/A