LITE vs SMCI
LITE and SMCI side by side — valuation & fundamentals (public data).
Key statistics
| Metric | LITELumentum Holdings Inc. | SMCISUPER MICRO COMPUTER, INC. |
|---|---|---|
| Market cap | $46.85B | $15.46B |
| P/E (TTM) | 106.0 | 13.5 |
| P/B | 15.76 | 2.04 |
| P/S | 30.8x | 0.8x |
| Revenue | $1.65B(TTM) | $33.70B(TTM) |
| Revenue growth (YoY) | 21.0% | 46.6% |
| Net income | $439.90M(TTM) | $1.25B(TTM) |
| Earnings growth (YoY) | 104.7% | -9.0% |
| EPS, diluted | $5.68(TTM) | $1.90(TTM) |
| EBIT margin | -10.9% | 5.7% |
| ROE | 0.9% | 13.8% |
| ROIC | -5.0% | 17.0% |
| Piotroski F | 6/9 | 4/9 |
| 1y total return | +495.3% | -51.5% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: LITE vs SMCI
| Metric | LITE | SMCI |
|---|---|---|
| End value | $229.7K | $78.7K |
| Total return | +2197.3% | +686.6% |
| CAGR | +35.4% | +22.1% |
| Volatility | 56.8% | 71.1% |
| Sharpe | 0.76 | 0.57 |
| Sortino | 1.09 | 0.91 |
| Max drawdown | -66.9% | -84.8% |
Based on 2600 common trading days, 2016-03-28 → 2026-07-29 · risk-free 3.83% (current short-Treasury, held constant)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)