NU vs LITE

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

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

NU vs LITE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

$63B

LITE

$62B

Max Drawdown

72.07%

Winner

LITE

66.89%

Sharpe Ratio

0.18

Winner

LITE

3.41

5Y Beta

Winner

1.34

LITE

2.47

Industry

Banks - Regional

LITE

Communication Equipment

P/E Ratio

Winner

19.71

LITE

139.53

Forward P/E

Winner

17.76

LITE

57.14

PEG Ratio

Winner

0.41

LITE

0.63

5Y EPS CAGR

N/A

LITE

4.88%

Debt to Equity

312.86%

Winner

LITE

110.37%

Free Cash Flow Yield

Winner

5.10%

LITE

0.18%

P/S Ratio

Winner

8.33

LITE

27.97

P/B Ratio

Winner

4.94

LITE

22.71

NU vs LITE - Historical Returns

Returns include dividend reinvestment.

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

-12.56%

Winner

LITE

+15.24%

-24.93%

Winner

LITE

+44.44%

-17.18%

Winner

LITE

+277.36%

+9.76%

Winner

LITE

+1169.91%

5Y(CAGR)

+5.60%

Winner

LITE

+64.81%

10Y(CAGR)

N/A

LITE

+45.64%

Max(CAGR)

+5.60%

Winner

LITE

+42.45%

NU vs LITE - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	NU	LITE
2026	-22.68%	+149.80%
2025	+57.48%	+330.60%
2024	+27.43%	+61.32%
2023	+133.99%	-0.61%
2022	-59.22%	-51.30%
2021	-9.20%	+9.36%
2020	N/A	+14.63%
2019	N/A	+86.19%
2018	N/A	-16.23%
2017	N/A	+31.10%
2016	N/A	+73.09%
2015	N/A	+4.11%

NU vs LITE Drawdown Comparison

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

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

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

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