Lumentum (LITE) vs Verizon Communications (VZ)
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 Verizon Communications (VZ) over the past year, gaining 607.0% versus a gain of 10.6%. Over five years, LITE leads with a +1204.2% price change compared with -12.4% for VZ. Verizon Communications is the larger company by market cap ($190.16 billion vs $99.66 billion), about 1.9 times the size, while Lumentum is growing revenue faster (+83.2% vs +2.5%).
On valuation, Verizon Communications trades at a lower forward P/E (8.7x vs 31.2x for Lumentum). Verizon Communications pays a dividend yielding 6.11%, while Lumentum does not currently pay one. Verizon Communications 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 | VZ |
|---|---|---|
| Share price | $1,111.07 | $45.77 |
| Market cap | $99.66B | $190.16B |
| 1-day change | -1.97% | -0.46% |
| YTD return | +201.44% | +12.37% |
| 1-year return | +607.01% | +10.56% |
| 5-year return | +1204.23% | -12.44% |
| P/E ratio (TTM) | — | 11.92 |
| Forward P/E | 31.24 | 8.66 |
| EPS (TTM) | $-92.96 | $3.84 |
| Dividend yield | 0.00% | 6.11% |
| Annual dividend | $0.00 | $2.80 |
| Revenue (latest FY) | $3.01B | $138.19B |
| Revenue growth (YoY) | +83.22% | +2.52% |
| Net income (latest FY) | $-6.94B | $17.17B |
| Gross margin | 41.67% | — |
| Operating margin | 17.41% | 21.17% |
| Net margin | -230.10% | 12.43% |
| 52-week high | $1,137.21 | $51.68 |
| 52-week low | $147.81 | $38.39 |
| Distance from 52-week high | -2.30% | -11.44% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +4.58% | +11.69% |
| Average volume | 4.68M | 22.02M |
| Shares outstanding | 89.70M | 4.15B |
| Employees | 13,757 | 97,600 |
| 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 VZ by 596.5 percentage points over the past year.
- Verizon Communications offers a meaningfully higher dividend yield (6.11% vs 0.00%).
- Verizon Communications 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 +2.52%).
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 Verizon Communications
VZ stock →Verizon Communications Inc., through its subsidiaries, engages in the provision of communications, technology, information, and streaming products and services to consumers, businesses, and governmental entities worldwide. It operates in two segments, Verizon Consumer Group (Consumer) and Verizon Business Group (Business).
Telecommunications · Telecommunications Equipment · 97,600 employees
LITE vs VZ FAQ
Which is bigger, Lumentum or Verizon Communications?
Verizon Communications (VZ) is larger, with a market capitalization of $190.16B compared with $99.66B for Lumentum (LITE).
Which stock has performed better over the past year, LITE or VZ?
LITE returned +607.01% over the past 12 months, compared with +10.56% for VZ (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Lumentum or Verizon Communications?
Verizon Communications pays a dividend yielding 6.11%, while Lumentum does not currently pay a regular dividend.
Are Lumentum and Verizon Communications in the same industry?
Yes. Both are classified in the Telecommunications Equipment industry within the Telecommunications sector.