VMW vs LITE

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

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

VMW vs LITE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

VMW

$62B

Winner

LITE

$62B

Max Drawdown

VMW

85.68%

Winner

LITE

66.89%

Sharpe Ratio

VMW

0.68

Winner

LITE

3.41

5Y Beta

VMW

N/A

LITE

2.47

Industry

VMW

N/A

LITE

Communication Equipment

P/E Ratio

Winner

VMW

42.92

LITE

139.53

Forward P/E

VMW

N/A

LITE

57.14

PEG Ratio

VMW

N/A

LITE

0.63

5Y EPS CAGR

VMW

-0.09%

Winner

LITE

4.88%

Debt to Equity

VMW

410.25%

Winner

LITE

110.37%

Free Cash Flow Yield

Winner

VMW

7.54%

LITE

0.18%

P/S Ratio

Winner

VMW

4.54

LITE

27.97

P/B Ratio

VMW

24.28

Winner

LITE

22.71

VMW vs LITE - Historical Returns

Returns include dividend reinvestment.

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

VMW

-8.59%

Winner

LITE

+15.24%

VMW

-12.05%

Winner

LITE

+44.44%

VMW

+14.24%

Winner

LITE

+277.36%

VMW

+20.35%

Winner

LITE

+1169.91%

5Y(CAGR)

VMW

+6.50%

Winner

LITE

+64.81%

10Y(CAGR)

VMW

+9.69%

Winner

LITE

+45.64%

Max(CAGR)

VMW

+8.10%

Winner

LITE

+42.45%

VMW vs LITE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

VMW vs LITE Drawdown Comparison

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

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

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

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