Lumentum (LITE) vs Ubiquiti (UI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Lumentum (LITE) has outperformed Ubiquiti (UI) over the past year, gaining 607.0% versus a loss of 5.5%. Over five years, LITE leads with a +1204.2% price change compared with +98.8% for UI. Lumentum is the larger company by market cap ($99.66 billion vs $38.41 billion), about 2.6 times the size.
On valuation, Lumentum trades at a lower forward P/E (31.2x vs 32.4x for Ubiquiti). Ubiquiti pays a dividend yielding 0.54%, while Lumentum does not currently pay one. Ubiquiti converts more of its revenue into profit, with a net margin of 29.3% 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 | UI |
|---|---|---|
| Share price | $1,111.07 | $634.66 |
| Market cap | $99.66B | $38.41B |
| 1-day change | -1.97% | +1.31% |
| YTD return | +201.44% | +14.69% |
| 1-year return | +607.01% | -5.53% |
| 5-year return | +1204.23% | +98.80% |
| P/E ratio (TTM) | — | 40.04 |
| Forward P/E | 31.24 | 32.42 |
| EPS (TTM) | $-92.96 | $15.85 |
| Dividend yield | 0.00% | 0.54% |
| Annual dividend | $0.00 | $3.40 |
| Revenue (latest FY) | $3.01B | $3.27B |
| Revenue growth (YoY) | +83.22% | +27.22% |
| Net income (latest FY) | $-6.94B | $960.30M |
| Gross margin | 41.67% | 46.16% |
| Operating margin | 17.41% | 36.21% |
| Net margin | -230.10% | 29.33% |
| 52-week high | $1,137.21 | $1,099.99 |
| 52-week low | $147.81 | $500.23 |
| Distance from 52-week high | -2.30% | -42.30% |
| Analyst consensus | strong_buy | hold |
| Avg. price target upside | +4.58% | +15.73% |
| Average volume | 4.68M | 132.70K |
| Shares outstanding | 89.70M | 60.53M |
| Employees | 13,757 | 1,818 |
| 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
- Lumentum is about 2.6 times larger than Ubiquiti by market value ($99.66B vs $38.41B).
- LITE has outperformed UI by 612.5 percentage points over the past year.
- Ubiquiti is more profitable, keeping 29.3 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 +27.22%).
- The two companies sit in different sectors: Lumentum in Telecommunications and Ubiquiti 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 Ubiquiti
UI stock →Ubiquiti Inc. engages in the development of networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.
Technology · Radio And Television Broadcasting And Communications Equipment · 1,818 employees
LITE vs UI FAQ
Which is bigger, Lumentum or Ubiquiti?
Lumentum (LITE) is larger, with a market capitalization of $99.66B compared with $38.41B for Ubiquiti (UI).
Which stock has performed better over the past year, LITE or UI?
LITE returned +607.01% over the past 12 months, compared with -5.53% for UI (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Lumentum or Ubiquiti?
Ubiquiti pays a dividend yielding 0.54%, while Lumentum does not currently pay a regular dividend.
Are Lumentum and Ubiquiti in the same industry?
No. Lumentum is in the Telecommunications sector, while Ubiquiti is in Technology.