TFC vs LITE

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

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

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

TFC vs LITE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

TFC

$60B

Winner

LITE

$61B

Max Drawdown

TFC

70.15%

Winner

LITE

66.89%

Sharpe Ratio

TFC

1.04

Winner

LITE

3.03

5Y Beta

Winner

TFC

1.01

LITE

2.45

Industry

TFC

Banks - Regional

LITE

Communication Equipment

P/E Ratio

Winner

TFC

11.09

LITE

136.62

Forward P/E

Winner

TFC

10.71

LITE

51.02

PEG Ratio

TFC

0.63

LITE

N/A

Dividend Yield

TFC

4.23%

LITE

N/A

5Y Dividends CAGR

TFC

7.63%

LITE

N/A

5Y EPS CAGR

TFC

3.67%

Winner

LITE

4.88%

Debt to Equity

Winner

TFC

107.55%

LITE

110.37%

Free Cash Flow Yield

Winner

TFC

9.42%

LITE

0.19%

TFC vs LITE - Historical Returns

Returns include dividend reinvestment.

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

Winner

TFC

+2.72%

LITE

-3.95%

TFC

+11.38%

Winner

LITE

+21.29%

TFC

-1.22%

Winner

LITE

+152.13%

TFC

+26.87%

Winner

LITE

+860.89%

5Y(CAGR)

TFC

+3.06%

Winner

LITE

+60.43%

10Y(CAGR)

TFC

+7.33%

Winner

LITE

+42.29%

Max(CAGR)

TFC

+4.94%

Winner

LITE

+40.46%

TFC vs LITE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

TFC vs LITE Drawdown Comparison

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

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

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

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