LITE vs TFC

Comparison between Lumentum Holdings Inc (LITE, Company) and Truist Financial Corporation (TFC, Company).

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

5-Year PerformanceLITE has outperformed TFC, delivering a return of +60.4% compared to +3.1%

LITE vs TFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITE(COMPANY)	TFC(COMPANY)
Market Cap	$61B	$60B
Max Drawdown	66.89%	70.15%
Sharpe Ratio	3.03	1.04
5Y Beta	2.45	1.01
Industry	Communication Equipment	Banks - Regional
P/E Ratio	136.62	11.09
Forward P/E	51.02	10.71
PEG Ratio	N/A	0.63
Dividend Yield	N/A	4.23%
5Y Dividends CAGR	N/A	7.63%
5Y EPS CAGR	4.88%	3.67%
Debt to Equity	110.37%	107.55%
Free Cash Flow Yield	0.19%	9.42%

Market Cap

Winner

LITE

$61B

TFC

$60B

Max Drawdown

Winner

LITE

66.89%

TFC

70.15%

Sharpe Ratio

Winner

LITE

3.03

TFC

1.04

5Y Beta

LITE

2.45

Winner

TFC

1.01

Industry

LITE

Communication Equipment

TFC

Banks - Regional

P/E Ratio

LITE

136.62

Winner

TFC

11.09

Forward P/E

LITE

51.02

Winner

TFC

10.71

PEG Ratio

LITE

N/A

TFC

0.63

Dividend Yield

LITE

N/A

TFC

4.23%

5Y Dividends CAGR

LITE

N/A

TFC

7.63%

5Y EPS CAGR

Winner

LITE

4.88%

TFC

3.67%

Debt to Equity

LITE

110.37%

Winner

TFC

107.55%

Free Cash Flow Yield

LITE

0.19%

Winner

TFC

9.42%

LITE vs TFC - Historical Returns

Returns include dividend reinvestment.

Period	LITE	TFC
1 month	-3.95%	+2.72%
3 months	+21.29%	+11.38%
6 months	+152.13%	-1.22%
1 year	+860.89%	+26.87%
5 years(CAGR)	+60.43%	+3.06%
10 years(CAGR)	+42.29%	+7.33%
Max(CAGR)	+40.46%	+4.94%

LITE

-3.95%

Winner

TFC

+2.72%

Winner

LITE

+21.29%

TFC

+11.38%

Winner

LITE

+152.13%

TFC

-1.22%

Winner

LITE

+860.89%

TFC

+26.87%

5Y(CAGR)

Winner

LITE

+60.43%

TFC

+3.06%

10Y(CAGR)

Winner

LITE

+42.29%

TFC

+7.33%

Max(CAGR)

Winner

LITE

+40.46%

TFC

+4.94%

LITE vs TFC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LITE	TFC
2026	+120.14%	-0.82%
2025	+330.60%	+19.13%
2024	+61.32%	+21.78%
2023	-0.61%	-9.78%
2022	-51.30%	-25.86%
2021	+9.36%	+28.08%
2020	+14.63%	-11.68%
2019	+86.19%	+31.28%
2018	-16.23%	-10.58%
2017	+31.10%	+8.77%
2016	+73.09%	+32.54%
2015	+4.11%	+0.52%
2014	N/A	+8.50%
2013	N/A	+27.63%
2012	N/A	+15.41%
2011	N/A	-4.00%
2010	N/A	+4.13%
2009	N/A	+0.78%
2008	N/A	-0.69%
2007	N/A	-27.25%
2006	N/A	+7.89%
2005	N/A	+4.19%
2004	N/A	+13.86%
2003	N/A	+5.30%
2002	N/A	+6.55%
2001	N/A	+2.80%
2000	N/A	+50.33%
1999	N/A	-24.47%

LITE vs TFC Drawdown Comparison

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

The maximum drawdown for TFC was -66.49%, occurring on Mar 5, 2009. Recovery took 1205 trading sessions.

The current LITE drawdown is -19.29%. The current TFC drawdown is -11.61%.

Rank	LITE	TFC
#1	-66.89% Jan 12, 2021 - Jul 29, 2025	-66.49% Sep 19, 2008 - Jul 5, 2013
#2	-48.77% Mar 14, 2018 - Nov 27, 2019	-59.10% Jan 14, 2022 - Feb 4, 2026
#3	-37.31% Jul 24, 2017 - Mar 9, 2018	-54.34% Dec 26, 2019 - Feb 12, 2021
#4	-34.14% Aug 18, 2015 - Dec 16, 2015	-51.18% Dec 27, 2006 - Sep 19, 2008
#5	-33.07% Feb 12, 2020 - Aug 3, 2020	-39.51% Nov 8, 1999 - Dec 19, 2000
#6	-28.70% Mar 2, 2026 - Mar 24, 2026	-25.56% Jul 22, 2015 - Nov 9, 2016
#7	-26.49% Aug 4, 2020 - Dec 22, 2020	-24.65% Mar 9, 2018 - Sep 27, 2019
#8	-24.49% Oct 10, 2016 - Feb 8, 2017	-20.68% Feb 6, 2026 - Mar 13, 2026
#9	-21.97% May 11, 2026 - Jun 9, 2026	-19.68% May 3, 2002 - Jan 6, 2003
#10	-21.85% Mar 28, 2017 - May 16, 2017	-18.74% Jan 6, 2003 - Sep 5, 2003
#11	-20.94% Apr 8, 2016 - Jul 22, 2016	-17.34% Dec 27, 2000 - Aug 3, 2001
#12	-18.41% Jan 6, 2026 - Feb 2, 2026	-16.03% May 27, 2021 - Oct 18, 2021
#13	-18.35% Mar 24, 2026 - Apr 2, 2026	-15.93% Aug 22, 2001 - Mar 4, 2002
#14	-17.98% Feb 21, 2017 - Mar 24, 2017	-15.62% Mar 1, 2017 - Oct 30, 2017
#15	-16.62% Dec 30, 2015 - Feb 5, 2016	-14.42% Dec 1, 2003 - Jul 26, 2004