Lumentum Holdings, Inc.

Is Lumentum Holdings, Inc. overvalued or undervalued?

As of October 17, 2025, Lumentum Holdings, Inc. is considered overvalued due to high valuation ratios and poor financial performance, despite a strong year-to-date stock return.

As of 17 October 2025, Lumentum Holdings, Inc. has moved from a very expensive to an expensive valuation grade. The company appears to be overvalued given its high valuation ratios, including a Price to Book Value of 6.43, an EV to Sales ratio of 5.01, and an EV to Capital Employed ratio of 2.84, which are significantly higher than its peers. For instance, Generac Holdings, Inc. has a much lower EV to EBITDA of 18.40, indicating a more favorable valuation in comparison.<BR><BR>The company's financial metrics reveal concerning performance, with a ROE of -42.74% and a ROCE of -10.62%, further supporting the overvaluation verdict. Despite Lumentum's impressive stock performance, with a year-to-date return of 96.27% compared to the S&P 500's 13.30%, its high valuation ratios suggest that it may not sustain such growth levels moving forward.

Is Lumentum Holdings, Inc. technically bullish or bearish?

As of July 1, 2025, Lumentum Holdings, Inc. has shifted to a bullish technical trend, supported by positive MACD indicators and moving averages, despite a bearish weekly RSI, while significantly outperforming the S&P 500 with year-to-date and one-year returns of 104.29% and 194.27%, respectively.

As of 1 July 2025, the technical trend for Lumentum Holdings, Inc. has changed from mildly bullish to bullish. The weekly and monthly MACD indicators are both bullish, supporting the positive trend. The daily moving averages are also bullish, while the weekly Bollinger Bands confirm a bullish stance. However, the weekly RSI is bearish, indicating some short-term weakness. Overall, the KST, Dow Theory, and OBV are all bullish on both weekly and monthly time frames.<BR><BR>Lumentum has significantly outperformed the S&P 500 across multiple periods, with a year-to-date return of 104.29% compared to the S&P 500's 12.22%, and a one-year return of 194.27% versus 17.14%. This strong performance reinforces the bullish technical stance.

How big is Lumentum Holdings, Inc.?

As of Jun 18, Lumentum Holdings, Inc. has a market capitalization of $5.99 billion, with net sales of $1.47 billion and a net profit of -$439.90 million over the last four quarters. As of Jun 24, the company reported shareholder's funds of $957.30 million and total assets of $3.93 billion.

Market Cap: As of Jun 18, Lumentum Holdings, Inc. has a market capitalization of 5,992.34 million, categorizing it as a Small Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, Lumentum reported net sales of 1,472.60 million and a net profit of -439.90 million.<BR><BR>Balance Sheet Snapshot: As of Jun 24, the company reported shareholder's funds of 957.30 million and total assets of 3,931.90 million.

What does Lumentum Holdings, Inc. do?

Lumentum Holdings, Inc. is a small-cap company that provides optical and photonic products for data communications and telecommunications, with recent net sales of $425 million and a net loss of $44 million. Its market capitalization is approximately $5.99 billion.

Overview: <BR>Lumentum Holdings, Inc. is a provider of optical and photonic products for data communications and telecommunications, operating within the Electronics & Appliances industry and classified as a small-cap company.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 425 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: -44 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 5,992.34 Million (Small Cap)<BR><BR>Key Metrics: <BR>Debt Equity: 1.95 <BR>Return on Equity: -42.74% <BR>Price to Book: 6.81<BR><BR>Contact Details: <BR>Address: 1001 Ridder Park Dr, SAN JOSE CA: 95131-2314 <BR>Tel: 1 408 5465483 <BR>Fax: 1 302 6555049

Should I buy, sell or hold Lumentum Holdings, Inc.?

Who are in the management team of Lumentum Holdings, Inc.?

As of March 2022, the management team of Lumentum Holdings, Inc. includes Penelope Herscher (Independent Chairman), Alan Lowe (CEO), and several independent directors: Harold Covert, Julia Johnson, Brian Lillie, Ian Small, and Janet Wong. They oversee the company's strategic direction and operations.

As of March 2022, the management team of Lumentum Holdings, Inc. includes the following individuals:<BR><BR>- Ms. Penelope Herscher, Independent Chairman of the Board<BR>- Mr. Alan Lowe, President, Chief Executive Officer, Director<BR>- Mr. Harold Covert, Independent Director<BR>- Ms. Julia Johnson, Independent Director<BR>- Mr. Brian Lillie, Independent Director<BR>- Mr. Ian Small, Independent Director<BR>- Ms. Janet Wong, Independent Director<BR><BR>This team is responsible for overseeing the company's strategic direction and operations.