LITE vs SPG

Comparison between Lumentum Holdings Inc (LITE, Company) and Simon Property Group Inc (SPG, Company).

LITE is from the Technology sector, while SPG is from the Real Estate sector.

5-Year PerformanceLITE has outperformed SPG, delivering a return of +61.2% compared to +16.1%

LITE vs SPG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITE(COMPANY)	SPG(COMPANY)
Market Cap	$68B	$67B
Max Drawdown	66.89%	80.66%
Sharpe Ratio	3.60	1.29
5Y Beta	2.46	0.80
Industry	Communication Equipment	Reit - Retail
P/E Ratio	151.78	12.50
Forward P/E	64.10	30.21
PEG Ratio	0.63	0.12
Dividend Yield	N/A	4.25%
5Y Dividends CAGR	N/A	22.48%
5Y EPS CAGR	4.88%	29.16%
Debt to Equity	110.37%	545.87%
Free Cash Flow Yield	0.17%	6.17%
P/S Ratio	29.52	12.29
P/B Ratio	82.33	12.67

Market Cap

Winner

LITE

$68B

SPG

$67B

Max Drawdown

Winner

LITE

66.89%

SPG

80.66%

Sharpe Ratio

Winner

LITE

3.60

SPG

1.29

5Y Beta

LITE

2.46

Winner

SPG

0.80

Industry

LITE

Communication Equipment

SPG

Reit - Retail

P/E Ratio

LITE

151.78

Winner

SPG

12.50

Forward P/E

LITE

64.10

Winner

SPG

30.21

PEG Ratio

LITE

0.63

Winner

SPG

0.12

Dividend Yield

LITE

N/A

SPG

4.25%

5Y Dividends CAGR

LITE

N/A

SPG

22.48%

5Y EPS CAGR

LITE

4.88%

Winner

SPG

29.16%

Debt to Equity

Winner

LITE

110.37%

SPG

545.87%

Free Cash Flow Yield

LITE

0.17%

Winner

SPG

6.17%

P/S Ratio

LITE

29.52

Winner

SPG

12.29

P/B Ratio

LITE

82.33

Winner

SPG

12.67

LITE vs SPG - Historical Returns

Returns include dividend reinvestment.

Period	LITE	SPG
1 month	+0.87%	+4.16%
3 months	+56.60%	+4.00%
6 months	+276.41%	+12.70%
1 year	+1276.48%	+30.13%
5 years(CAGR)	+61.21%	+16.12%
10 years(CAGR)	+43.82%	+4.72%
Max(CAGR)	+41.76%	+14.26%

LITE

+0.87%

Winner

SPG

+4.16%

Winner

LITE

+56.60%

SPG

+4.00%

Winner

LITE

+276.41%

SPG

+12.70%

Winner

LITE

+1276.48%

SPG

+30.13%

5Y(CAGR)

Winner

LITE

+61.21%

SPG

+16.12%

10Y(CAGR)

Winner

LITE

+43.82%

SPG

+4.72%

Max(CAGR)

Winner

LITE

+41.76%

SPG

+14.26%

LITE vs SPG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LITE	SPG
2026	+134.08%	+11.12%
2025	+330.60%	+12.10%
2024	+61.32%	+26.58%
2023	-0.61%	+29.22%
2022	-51.30%	-22.17%
2021	+9.36%	+101.61%
2020	+14.63%	-36.97%
2019	+86.19%	-5.06%
2018	-16.23%	+2.14%
2017	+31.10%	-1.77%
2016	+73.09%	-4.49%
2015	+4.11%	+8.31%
2014	N/A	+33.16%
2013	N/A	-1.99%
2012	N/A	+25.59%
2011	N/A	+31.66%
2010	N/A	+29.85%
2009	N/A	+63.03%
2008	N/A	-34.45%
2007	N/A	-11.70%
2006	N/A	+33.83%
2005	N/A	+24.69%
2004	N/A	+47.10%
2003	N/A	+42.19%
2002	N/A	+23.82%
2001	N/A	+30.04%
2000	N/A	+15.11%
1999	N/A	+3.36%

LITE vs SPG Drawdown Comparison

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

The maximum drawdown for SPG was -77.02%, occurring on Apr 2, 2020. Recovery took 1916 trading sessions.

The current LITE drawdown is -9.13%. The current SPG drawdown is -2.62%.

Rank	LITE	SPG
#1	-66.89% Jan 12, 2021 - Jul 29, 2025	-77.02% Aug 1, 2016 - Mar 13, 2024
#2	-48.77% Mar 14, 2018 - Nov 27, 2019	-76.32% Feb 7, 2007 - Nov 5, 2010
#3	-37.31% Jul 24, 2017 - Mar 9, 2018	-24.30% Mar 3, 2025 - Sep 11, 2025
#4	-34.14% Aug 18, 2015 - Dec 16, 2015	-22.35% Apr 1, 2004 - Oct 18, 2004
#5	-33.07% Feb 12, 2020 - Aug 3, 2020	-20.32% May 21, 2013 - May 1, 2014
#6	-28.70% Mar 2, 2026 - Mar 24, 2026	-18.51% Jul 26, 2011 - Oct 24, 2011
#7	-26.49% Aug 4, 2020 - Dec 22, 2020	-17.54% Aug 21, 2001 - Feb 6, 2002
#8	-24.49% Oct 10, 2016 - Feb 8, 2017	-17.35% Aug 1, 2000 - Jan 22, 2001
#9	-21.85% Mar 28, 2017 - May 16, 2017	-16.56% Aug 3, 2005 - Dec 14, 2005
#10	-20.94% Apr 8, 2016 - Jul 22, 2016	-16.31% Jun 28, 2002 - Sep 26, 2002
#11	-18.41% Jan 6, 2026 - Feb 2, 2026	-16.26% May 5, 2000 - Jul 27, 2000
#12	-18.35% Mar 24, 2026 - Apr 2, 2026	-15.35% Jan 26, 2015 - Oct 19, 2015
#13	-17.98% Feb 21, 2017 - Mar 24, 2017	-13.83% Sep 26, 2002 - Mar 17, 2003
#14	-16.62% Dec 30, 2015 - Feb 5, 2016	-13.65% Dec 3, 1999 - Jan 10, 2000
#15	-15.03% Dec 11, 2025 - Dec 22, 2025	-12.49% Oct 27, 2015 - Mar 17, 2016