LITE vs VMW

Comparison between Lumentum Holdings Inc (LITE, Company) and Vmware Inc - Class A (VMW, Company).

5-Year PerformanceLITE has outperformed VMW, delivering a return of +64.8% compared to +6.5%

LITE vs VMW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITE(COMPANY)	VMW(COMPANY)
Market Cap	$62B	$62B
Max Drawdown	66.89%	85.68%
Sharpe Ratio	3.41	0.68
5Y Beta	2.47	N/A
Industry	Communication Equipment	N/A
P/E Ratio	139.53	42.92
Forward P/E	57.14	N/A
PEG Ratio	0.63	N/A
5Y EPS CAGR	4.88%	-0.09%
Debt to Equity	110.37%	410.25%
Free Cash Flow Yield	0.18%	7.54%
P/S Ratio	27.97	4.54
P/B Ratio	22.71	24.28

Market Cap

Winner

LITE

$62B

VMW

$62B

Max Drawdown

Winner

LITE

66.89%

VMW

85.68%

Sharpe Ratio

Winner

LITE

3.41

VMW

0.68

5Y Beta

LITE

2.47

VMW

N/A

Industry

LITE

Communication Equipment

VMW

N/A

P/E Ratio

LITE

139.53

Winner

VMW

42.92

Forward P/E

LITE

57.14

VMW

N/A

PEG Ratio

LITE

0.63

VMW

N/A

5Y EPS CAGR

Winner

LITE

4.88%

VMW

-0.09%

Debt to Equity

Winner

LITE

110.37%

VMW

410.25%

Free Cash Flow Yield

LITE

0.18%

Winner

VMW

7.54%

P/S Ratio

LITE

27.97

Winner

VMW

4.54

P/B Ratio

Winner

LITE

22.71

VMW

24.28

LITE vs VMW - Historical Returns

Returns include dividend reinvestment.

Period	LITE	VMW
1 month	+15.24%	-8.59%
3 months	+44.44%	-12.05%
6 months	+277.36%	+14.24%
1 year	+1169.91%	+20.35%
5 years(CAGR)	+64.81%	+6.50%
10 years(CAGR)	+45.64%	+9.69%
Max(CAGR)	+42.45%	+8.10%

Winner

LITE

+15.24%

VMW

-8.59%

Winner

LITE

+44.44%

VMW

-12.05%

Winner

LITE

+277.36%

VMW

+14.24%

Winner

LITE

+1169.91%

VMW

+20.35%

5Y(CAGR)

Winner

LITE

+64.81%

VMW

+6.50%

10Y(CAGR)

Winner

LITE

+45.64%

VMW

+9.69%

Max(CAGR)

Winner

LITE

+42.45%

VMW

+8.10%

LITE vs VMW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	LITE	VMW
2026	+149.80%	N/A
2025	+330.60%	N/A
2024	+61.32%	N/A
2023	-0.61%	+16.48%
2022	-51.30%	+3.86%
2021	+9.36%	+0.54%
2020	+14.63%	-9.88%
2019	+86.19%	+11.48%
2018	-16.23%	+28.79%
2017	+31.10%	+58.87%
2016	+73.09%	+39.84%
2015	+4.11%	-31.07%
2014	N/A	-7.80%
2013	N/A	-5.50%
2012	N/A	+14.43%
2011	N/A	-10.52%
2010	N/A	+104.06%
2009	N/A	+78.52%
2008	N/A	-72.00%
2007	N/A	+47.27%

LITE vs VMW Drawdown Comparison

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

The maximum drawdown for VMW was -85.68%, occurring on Dec 1, 2008. Recovery took 2533 trading sessions.

The current LITE drawdown is -8.41%. The current VMW drawdown is -20.35%.

Rank	LITE	VMW
#1	-66.89% Jan 12, 2021 - Jul 29, 2025	-85.68% Oct 31, 2007 - Nov 21, 2017
#2	-48.77% Mar 14, 2018 - Nov 27, 2019	-54.74% May 16, 2019 - Oct 11, 2023
#3	-37.31% Jul 24, 2017 - Mar 9, 2018	-27.69% Jan 26, 2018 - Jun 7, 2018
#4	-34.14% Aug 18, 2015 - Dec 16, 2015	-20.51% Oct 16, 2023 - Oct 27, 2023
#5	-33.07% Feb 12, 2020 - Aug 3, 2020	-16.23% Sep 14, 2018 - Nov 30, 2018
#6	-28.70% Mar 2, 2026 - Mar 24, 2026	-13.61% Nov 30, 2018 - Jan 7, 2019
#7	-26.49% Aug 4, 2020 - Dec 22, 2020	-11.19% Aug 27, 2007 - Sep 10, 2007
#8	-24.49% Oct 10, 2016 - Feb 8, 2017	-10.86% Jul 2, 2018 - Sep 14, 2018
#9	-21.85% Mar 28, 2017 - May 16, 2017	-10.05% Nov 28, 2017 - Dec 18, 2017
#10	-20.94% Apr 8, 2016 - Jul 22, 2016	-8.69% Oct 10, 2007 - Oct 25, 2007
#11	-18.41% Jan 6, 2026 - Feb 2, 2026	-6.49% Jun 20, 2018 - Jul 2, 2018
#12	-18.35% Mar 24, 2026 - Apr 2, 2026	-5.97% Mar 21, 2019 - Apr 10, 2019
#13	-17.98% Feb 21, 2017 - Mar 24, 2017	-5.92% Apr 30, 2019 - May 16, 2019
#14	-17.57% May 11, 2026 - May 20, 2026	-5.87% Sep 12, 2007 - Sep 21, 2007
#15	-16.62% Dec 30, 2015 - Feb 5, 2016	-5.13% Mar 1, 2019 - Mar 14, 2019