Lumentum Holdings Stock Performance
| LITE Stock | USD 77.68 0.45 0.58% |
The company secures a Beta (Market Risk) of 1.0, which conveys a somewhat significant risk relative to the market. Lumentum Holdings returns are very sensitive to returns on the market. As the market goes up or down, Lumentum Holdings is expected to follow. At this point, Lumentum Holdings has a negative expected return of -0.0019%. Please make sure to verify Lumentum Holdings' accumulation distribution, and the relationship between the value at risk and day typical price , to decide if Lumentum Holdings performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Lumentum Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Lumentum Holdings is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.58) | Five Day Return (2.04) | Year To Date Return (9.25) | Ten Year Return 356.94 | All Time Return 356.94 |
1 | Disposition of 5652 shares by Ali Wajid of Lumentum Holdings at 86.2309 subject to Rule 16b-3 | 11/29/2024 |
2 | Insider Trading | 12/06/2024 |
3 | Acquisition by Matthew Sepe of 4540 shares of Lumentum Holdings subject to Rule 16b-3 | 01/15/2025 |
4 | Lumentum just upgraded at Barclays, heres why LITE | 01/17/2025 |
5 | Lumentum Secures Approval for Near- and Long-Term Greenhouse Gas Emissions Reduction Targets from the Science-Based Targets Initiative | 01/28/2025 |
6 | Synaptics stock falls after CEO steps down, KeyBanc calls announcement surprising | 02/04/2025 |
7 | Lumentum projects 500M quarterly revenue by end of 2025 amid strong cloud and AI demand | 02/07/2025 |
8 | Lumentum Holdings Inc Stock Price Down 3.2 percent on Feb 10 | 02/10/2025 |
9 | FMR LLC Reduces Stake in Lumentum Holdings Inc. | 02/12/2025 |
10 | Is Lumentum Holdings Gaining Market Strength Amid Strategic Shifts | 02/13/2025 |
11 | This Magnificent Artificial Intelligence Stock Delivered Stellar Gains in 2024. It Can Jump Another 60 | 02/14/2025 |
| Begin Period Cash Flow | 859 M |
Lumentum |
Lumentum Holdings Relative Risk vs. Return Landscape
If you would invest 8,247 in Lumentum Holdings on November 20, 2024 and sell it today you would lose (479.00) from holding Lumentum Holdings or give up 5.81% of portfolio value over 90 days. Lumentum Holdings is currently does not generate positive expected returns and assumes 4.3273% risk (volatility on return distribution) over the 90 days horizon. In different words, 38% of stocks are less volatile than Lumentum, and 99% 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 = -4.0E-4
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LITE |
Estimated Market Risk
| 4.33 actual daily | 38 62% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lumentum Holdings is not performing at its full potential. However, 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 Lumentum Holdings 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 | -0.49 | ||||
| Return On Asset | -0.0469 | ||||
| Profit Margin | (0.37) % | ||||
| Operating Margin | (0.13) % | ||||
| Current Valuation | 7.09 B | ||||
| Shares Outstanding | 69.2 M | ||||
| Price To Earning | 22.92 X | ||||
| Price To Book | 6.16 X | ||||
| Price To Sales | 3.80 X | ||||
| Revenue | 1.36 B | ||||
| Gross Profit | 381.2 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 | 12.62 X | ||||
| Cash Flow From Operations | 24.7 M | ||||
| Earnings Per Share | (7.72) X | ||||
| Market Capitalization | 5.38 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 generated a negative expected return over the last 90 days | |
| Lumentum Holdings has high historical volatility and very poor performance | |
| 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 381.2 M. | |
| Over 99.0% of the company shares are owned by institutional investors | |
| Latest headline from fool.com: This Magnificent Artificial Intelligence Stock Delivered Stellar Gains in 2024. It Can Jump Another 60 |
- 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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