NWG vs LITE

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

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

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

NWG vs LITE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

NWG

$67B

Winner

LITE

$68B

Max Drawdown

NWG

98.90%

Winner

LITE

66.89%

Sharpe Ratio

NWG

0.93

Winner

LITE

3.60

5Y Beta

Winner

NWG

1.03

LITE

2.46

Industry

NWG

Banks - Regional

LITE

Communication Equipment

P/E Ratio

Winner

NWG

8.69

LITE

151.78

Forward P/E

Winner

NWG

8.40

LITE

64.10

PEG Ratio

Winner

NWG

0.23

LITE

0.63

Dividend Yield

NWG

2.11%

LITE

N/A

5Y Dividends CAGR

NWG

31.43%

LITE

N/A

5Y EPS CAGR

NWG

N/A

LITE

4.88%

Debt to Equity

NWG

116.10%

Winner

LITE

110.37%

Free Cash Flow Yield

Winner

NWG

24.64%

LITE

0.17%

P/S Ratio

Winner

NWG

4.16

LITE

29.52

P/B Ratio

Winner

NWG

1.01

LITE

82.33

NWG vs LITE - Historical Returns

Returns include dividend reinvestment.

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

NWG

-3.53%

Winner

LITE

+0.87%

NWG

-2.78%

Winner

LITE

+56.60%

NWG

+3.88%

Winner

LITE

+276.41%

NWG

+29.30%

Winner

LITE

+1276.48%

5Y(CAGR)

NWG

+30.67%

Winner

LITE

+61.21%

10Y(CAGR)

NWG

+15.60%

Winner

LITE

+43.82%

Max(CAGR)

NWG

-7.77%

Winner

LITE

+41.76%

NWG vs LITE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

NWG vs LITE Drawdown Comparison

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

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

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

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