LITELumentum

$759.34+365% 1Y

$759.34

$158.0652 weeks$1.1K

Is the price fair?

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A demanding price: priced for +39% a year vs +19% a year delivered, at the top of its own P/E range, and rich vs its sector.

3 to watch

What the price assumes~+39% a year

Priced for ~39% a year FCF growth. The price demands more than its three-year revenue growth of 19% a year, priced for acceleration.

Vs its own P/E rangedearest in 21 quartersderived

Expensive vs its own history: P/E 127.1 vs a 37.3 median over 21 quarters (+241% vs median).

Vs sector (EV/EBIT)130.7×

Sector median 29.4× across 209 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 27, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

FCF yieldbottom 1% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What LITE's price assumes

Today's price asks for 39% free cash flow growth a year; over the last three years Lumentum delivered +80%, so the price asks for less than the record.

22.6

Price / sales · no P/E: the last twelve months did not end in a profit

Free cash flow yield: 0.44%
Free cash flow yield · Communication Equipment median 3.4%
Growth the price implies: +39%
Growth the price implies · The price pays for +39% free cash flow growth a year for a decade; the business has delivered +80% a year over the last three.
Price / book: 14.7
Price / book · today's price, trailing year to Jun 27, 2026