Lumentum (LITE) Competitors

Lumentum (NASDAQ:LITE) and MKS (NASDAQ:MKSI) are both mid-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, risk, earnings, profitability, media sentiment, institutional ownership, dividends and analyst recommendations.

Do analysts rate LITE or MKSI?

Lumentum currently has a consensus price target of $124.00, suggesting a potential upside of 7.03%. MKS has a consensus price target of $119.80, suggesting a potential upside of 19.54%. Given MKS's higher probable upside, analysts clearly believe MKS is more favorable than Lumentum.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Lumentum	0 Sell rating(s)	4 Hold rating(s)	10 Buy rating(s)	2 Strong Buy rating(s)	2.88
MKS	1 Sell rating(s)	1 Hold rating(s)	8 Buy rating(s)	0 Strong Buy rating(s)	2.70

Which has preferable earnings & valuation, LITE or MKSI?

MKS has higher revenue and earnings than Lumentum. MKS is trading at a lower price-to-earnings ratio than Lumentum, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Lumentum	$1.65B	4.89	-$546.50M	$0.23	503.74
MKS	$3.59B	1.88	$190M	$3.94	25.44

Is LITE or MKSI more profitable?

MKS has a net margin of 7.11% compared to Lumentum's net margin of 1.57%. MKS's return on equity of 20.65% beat Lumentum's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Lumentum	1.57%	-3.02%	-0.71%
MKS	7.11%	20.65%	5.68%

Which has more volatility and risk, LITE or MKSI?

Lumentum has a beta of 1.33, suggesting that its share price is 33% more volatile than the S&P 500. Comparatively, MKS has a beta of 1.86, suggesting that its share price is 86% more volatile than the S&P 500.

Do insiders and institutionals hold more shares of LITE or MKSI?

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 99.8% of MKS shares are owned by institutional investors. 0.2% of Lumentum shares are owned by insiders. Comparatively, 0.6% of MKS shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Does the media favor LITE or MKSI?

In the previous week, Lumentum had 43 more articles in the media than MKS. MarketBeat recorded 55 mentions for Lumentum and 12 mentions for MKS. MKS's average media sentiment score of 0.91 beat Lumentum's score of 0.76 indicating that MKS is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Lumentum	14 Very Positive mention(s)	10 Positive mention(s)	18 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive
MKS	6 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

MKS beats Lumentum on 11 of the 17 factors compared between the two stocks.