Lumentum (LITE) vs AT&T (T)
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 AT&T (T) over the past year, gaining 607.0% versus a loss of 6.5%. Over five years, LITE leads with a +1204.2% price change compared with +26.1% for T. AT&T is the larger company by market cap ($167.68 billion vs $99.66 billion), about 1.7 times the size, while Lumentum is growing revenue faster (+83.2% vs +2.7%).
On valuation, AT&T trades at a lower forward P/E (9.5x vs 31.2x for Lumentum). AT&T pays a dividend yielding 4.54%, while Lumentum does not currently pay one. AT&T converts more of its revenue into profit, with a net margin of 17.5% 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 | T |
|---|---|---|
| Share price | $1,111.07 | $24.47 |
| Market cap | $99.66B | $167.68B |
| 1-day change | -1.97% | +0.16% |
| YTD return | +201.44% | -1.49% |
| 1-year return | +607.01% | -6.46% |
| 5-year return | +1204.23% | +26.06% |
| P/E ratio (TTM) | — | 8.08 |
| Forward P/E | 31.24 | 9.53 |
| EPS (TTM) | $-92.96 | $3.03 |
| Dividend yield | 0.00% | 4.54% |
| Annual dividend | $0.00 | $1.11 |
| Revenue (latest FY) | $3.01B | $125.65B |
| Revenue growth (YoY) | +83.22% | +2.71% |
| Net income (latest FY) | $-6.94B | $21.95B |
| Gross margin | 41.67% | — |
| Operating margin | 17.41% | 19.23% |
| Net margin | -230.10% | 17.47% |
| 52-week high | $1,137.21 | $29.44 |
| 52-week low | $147.81 | $19.89 |
| Distance from 52-week high | -2.30% | -16.88% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +4.58% | +17.57% |
| Average volume | 4.68M | 48.58M |
| Shares outstanding | 89.70M | 6.85B |
| Employees | 13,757 | 133,030 |
| Sector | Telecommunications | Telecommunications |
| Industry | Telecommunications Equipment | Telecommunications 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 T by 613.5 percentage points over the past year.
- AT&T offers a meaningfully higher dividend yield (4.54% vs 0.00%).
- AT&T is more profitable, keeping 17.5 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 +2.71%).
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 AT&T
T stock →AT&T Inc. provides telecommunications and technology services worldwide.
Telecommunications · Telecommunications Equipment · 133,030 employees
LITE vs T FAQ
Which is bigger, Lumentum or AT&T?
AT&T (T) is larger, with a market capitalization of $167.68B compared with $99.66B for Lumentum (LITE).
Which stock has performed better over the past year, LITE or T?
LITE returned +607.01% over the past 12 months, compared with -6.46% for T (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Lumentum or AT&T?
AT&T pays a dividend yielding 4.54%, while Lumentum does not currently pay a regular dividend.
Are Lumentum and AT&T in the same industry?
Yes. Both are classified in the Telecommunications Equipment industry within the Telecommunications sector.