Lumentum (LITE) vs T-Mobile US (TMUS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Lumentum (LITE) has outperformed T-Mobile US (TMUS) over the past year, gaining 543.0% versus a loss of 24.4%. Over five years, LITE leads with a +1130.9% price change compared with +45.7% for TMUS. T-Mobile US is the larger company by market cap ($183.76 billion vs $94.99 billion), about 1.9 times the size, while Lumentum is growing revenue faster (+83.2% vs +8.5%).
On valuation, T-Mobile US trades at a lower forward P/E (11.9x vs 29.5x for Lumentum). T-Mobile US pays a dividend yielding 2.38%, while Lumentum does not currently pay one. T-Mobile US converts more of its revenue into profit, with a net margin of 12.4% 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 | TMUS |
|---|---|---|
| Share price | $1,048.60 | $171.31 |
| Market cap | $94.99B | $183.76B |
| 1-day change | -5.62% | +2.18% |
| YTD return | +184.49% | -15.63% |
| 1-year return | +542.96% | -24.39% |
| 5-year return | +1130.90% | +45.72% |
| P/E ratio (TTM) | — | 17.90 |
| Forward P/E | 29.48 | 11.87 |
| EPS (TTM) | $-87.73 | $9.57 |
| Dividend yield | 0.00% | 2.38% |
| Annual dividend | $0.00 | $4.08 |
| Revenue (latest FY) | $3.01B | $88.31B |
| Revenue growth (YoY) | +83.22% | +8.49% |
| Net income (latest FY) | $-6.94B | $10.99B |
| Gross margin | 41.67% | — |
| Operating margin | 17.41% | 20.70% |
| Net margin | -230.10% | 12.45% |
| 52-week high | $1,137.21 | $231.02 |
| 52-week low | $147.81 | $160.81 |
| Distance from 52-week high | -7.79% | -25.85% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +10.81% | +40.82% |
| Average volume | 4.65M | 4.66M |
| Shares outstanding | 90.58M | 1.07B |
| Employees | 13,757 | 75,000 |
| 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 TMUS by 567.4 percentage points over the past year.
- T-Mobile US offers a meaningfully higher dividend yield (2.38% vs 0.00%).
- T-Mobile US is more profitable, keeping 12.4 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 +8.49%).
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 T-Mobile US
TMUS stock →T-Mobile US, Inc., together with its subsidiaries, provides wireless communications services in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data services to postpaid, prepaid, and wholesale and other services customers.
Telecommunications · Telecommunications Equipment · 75,000 employees
LITE vs TMUS FAQ
Which is bigger, Lumentum or T-Mobile US?
T-Mobile US (TMUS) is larger, with a market capitalization of $183.76B compared with $94.99B for Lumentum (LITE).
Which stock has performed better over the past year, LITE or TMUS?
LITE returned +542.96% over the past 12 months, compared with -24.39% for TMUS (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Lumentum or T-Mobile US?
T-Mobile US pays a dividend yielding 2.38%, while Lumentum does not currently pay a regular dividend.
Are Lumentum and T-Mobile US in the same industry?
Yes. Both are classified in the Telecommunications Equipment industry within the Telecommunications sector.