Lumentum (LITE) vs Motorola Solutions (MSI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Lumentum (LITE) has outperformed Motorola Solutions (MSI) over the past year, gaining 607.0% versus a loss of 2.2%. Over five years, LITE leads with a +1204.2% price change compared with +86.9% for MSI. Lumentum is the larger company by market cap ($94.49 billion vs $74.36 billion), about 1.3 times the size.
On valuation, Motorola Solutions trades at a lower forward P/E (23.1x vs 29.3x for Lumentum). Motorola Solutions pays a dividend yielding 1.05%, while Lumentum does not currently pay one. Motorola Solutions converts more of its revenue into profit, with a net margin of 18.4% versus -230.1%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | LITE | MSI |
|---|---|---|
| Share price | $1,043.11 | $449.34 |
| Market cap | $94.49B | $74.36B |
| 1-day change | -6.12% | +0.23% |
| YTD return | +201.44% | +16.96% |
| 1-year return | +607.01% | -2.22% |
| 5-year return | +1204.23% | +86.94% |
| P/E ratio (TTM) | — | 35.38 |
| Forward P/E | 29.33 | 23.13 |
| EPS (TTM) | $-92.96 | $12.70 |
| Dividend yield | 0.00% | 1.05% |
| Annual dividend | $0.00 | $4.72 |
| Revenue (latest FY) | $3.01B | $11.68B |
| Revenue growth (YoY) | +83.22% | +8.00% |
| Net income (latest FY) | $-6.94B | $2.15B |
| Gross margin | 41.67% | 51.66% |
| Operating margin | 17.41% | 25.58% |
| Net margin | -230.10% | 18.44% |
| 52-week high | $1,137.21 | $494.85 |
| 52-week low | $147.81 | $359.36 |
| Distance from 52-week high | -8.27% | -9.20% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +11.39% | +17.26% |
| Average volume | 4.66M | 918.25K |
| Shares outstanding | 90.58M | 165.49M |
| Employees | 13,757 | 23,000 |
| Sector | Telecommunications | Technology |
| Industry | Telecommunications Equipment | Radio And Television Broadcasting And Communications Equipment |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- LITE has outperformed MSI by 609.2 percentage points over the past year.
- Motorola Solutions offers a meaningfully higher dividend yield (1.05% vs 0.00%).
- Motorola Solutions is more profitable, keeping 18.4 cents of every revenue dollar as net income versus -230.1 cents for Lumentum.
- Lumentum grew revenue faster in its latest fiscal year (+83.22% vs +8.00%).
- The two companies sit in different sectors: Lumentum in Telecommunications and Motorola Solutions in Technology.
About Lumentum
LITE stock →Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.
Telecommunications · Telecommunications Equipment · 13,757 employees
About Motorola Solutions
MSI stock →Motorola Solutions, Inc. provides public safety, government, defense, and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally.
Technology · Radio And Television Broadcasting And Communications Equipment · 23,000 employees
LITE vs MSI FAQ
Which is bigger, Lumentum or Motorola Solutions?
Lumentum (LITE) is larger, with a market capitalization of $94.49B compared with $74.36B for Motorola Solutions (MSI).
Which stock has performed better over the past year, LITE or MSI?
LITE returned +607.01% over the past 12 months, compared with -2.22% for MSI (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Lumentum or Motorola Solutions?
Motorola Solutions pays a dividend yielding 1.05%, while Lumentum does not currently pay a regular dividend.
Are Lumentum and Motorola Solutions in the same industry?
No. Lumentum is in the Telecommunications sector, while Motorola Solutions is in Technology.