Lumentum Holdings Stock Performance
| LITE Stock | USD 82.47 3.03 3.54% |
On a scale of 0 to 100, Lumentum Holdings holds a performance score of 6. The company secures a Beta (Market Risk) of 2.32, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lumentum Holdings will likely underperform. Please check Lumentum Holdings' sortino ratio, skewness, price action indicator, as well as the relationship between the potential upside and rate of daily change , to make a quick decision on whether Lumentum Holdings' current price movements will revert.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Lumentum Holdings are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak basic indicators, Lumentum Holdings exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (3.55) | Five Day Return 0.24 | Year To Date Return (3.66) | Ten Year Return 385.09 | All Time Return 385.09 |
1 | Disposition of 1163 shares by Johnson Julia Suzanne of Lumentum Holdings at 44.17 subject to Rule 16b-3 | 04/09/2025 |
2 | Lumentum Price Target Raised Following Strong Fiscal Q3 Performance LITE Stock News | 05/07/2025 |
3 | Disposition of 4716 shares by Wupen Yuen of Lumentum Holdings at 76.87 subject to Rule 16b-3 | 05/15/2025 |
4 | Disposition of 10000 shares by Alan Lowe of Lumentum Holdings at 83.58 subject to Rule 16b-3 | 06/04/2025 |
5 | Rosenblatt Raises Lumentum Price Target, Keeps Buy Rating | 06/05/2025 |
6 | Thompson Investment Management Inc. Has 5.22 Million Holdings in Lumentum Holdings Inc. | 06/11/2025 |
7 | Optics Rebound In Sight J.P. Morgan Boost Targets On Coherent, Lumentum Amid Tech Shift Easing | 06/12/2025 |
| Begin Period Cash Flow | 859 M |
Lumentum Holdings Relative Risk vs. Return Landscape
If you would invest 6,831 in Lumentum Holdings on March 17, 2025 and sell it today you would earn a total of 1,416 from holding Lumentum Holdings or generate 20.73% return on investment over 90 days. Lumentum Holdings is currently generating 0.4263% in daily expected returns and assumes 5.1453% risk (volatility on return distribution) over the 90 days horizon. In different words, 46% of stocks are less volatile than Lumentum, and 92% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Lumentum Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lumentum Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lumentum Holdings, and traders can use it to determine the average amount a Lumentum Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0829
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 5.15 actual daily | 46 54% of assets are more volatile |
Expected Return
| 0.43 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Lumentum Holdings is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lumentum Holdings by adding it to a well-diversified portfolio.
Lumentum Holdings Fundamentals Growth
Lumentum Stock prices reflect investors' perceptions of the future prospects and financial health of Lumentum Holdings, and Lumentum Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lumentum Stock performance.
| Return On Equity | -0.43 | ||||
| Return On Asset | -0.0437 | ||||
| Profit Margin | (0.30) % | ||||
| Operating Margin | (0.15) % | ||||
| Current Valuation | 7.47 B | ||||
| Shares Outstanding | 69.4 M | ||||
| Price To Earning | 22.92 X | ||||
| Price To Book | 6.51 X | ||||
| Price To Sales | 3.89 X | ||||
| Revenue | 1.36 B | ||||
| Gross Profit | 436 M | ||||
| EBITDA | (110.7 M) | ||||
| Net Income | (546.5 M) | ||||
| Cash And Equivalents | 2.55 B | ||||
| Cash Per Share | 37.43 X | ||||
| Total Debt | 2.56 B | ||||
| Debt To Equity | 1.03 % | ||||
| Current Ratio | 4.38 X | ||||
| Book Value Per Share | 12.67 X | ||||
| Cash Flow From Operations | 24.7 M | ||||
| Earnings Per Share | (6.46) X | ||||
| Market Capitalization | 5.72 B | ||||
| Total Asset | 3.93 B | ||||
| Retained Earnings | (887.1 M) | ||||
| Working Capital | 1.32 B | ||||
| Current Asset | 489.3 M | ||||
| Current Liabilities | 163.5 M | ||||
About Lumentum Holdings Performance
By analyzing Lumentum Holdings' fundamental ratios, stakeholders can gain valuable insights into Lumentum Holdings' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Lumentum Holdings has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lumentum Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 68.74 | 63.54 | |
| Return On Tangible Assets | 0.16 | 0.17 | |
| Return On Capital Employed | 0.10 | 0.11 | |
| Return On Assets | 0.16 | 0.16 | |
| Return On Equity | 0.26 | 0.27 |
Things to note about Lumentum Holdings performance evaluation
Checking the ongoing alerts about Lumentum Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lumentum Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lumentum Holdings had very high historical volatility over the last 90 days | |
| The company reported the previous year's revenue of 1.36 B. Net Loss for the year was (546.5 M) with profit before overhead, payroll, taxes, and interest of 436 M. | |
| Over 99.0% of the company shares are owned by institutional investors | |
| Latest headline from benzinga.com: Optics Rebound In Sight J.P. Morgan Boost Targets On Coherent, Lumentum Amid Tech Shift Easing |
- Analyzing Lumentum Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lumentum Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Lumentum Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lumentum Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lumentum Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lumentum Holdings' stock. These opinions can provide insight into Lumentum Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Lumentum Stock analysis
When running Lumentum Holdings' price analysis, check to measure Lumentum Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lumentum Holdings is operating at the current time. Most of Lumentum Holdings' value examination focuses on studying past and present price action to predict the probability of Lumentum Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lumentum Holdings' price. Additionally, you may evaluate how the addition of Lumentum Holdings to your portfolios can decrease your overall portfolio volatility.
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