LPL vs LITE vs BELFA Stock Comparison

LG Display, Lumentum Holdings and Bel Fuse Prices as of Oct 27, 2026 Peers: Industry group
LPL LG Display Co., Ltd.
$2.76 -7.4% 1M -44.7% 1Y
Market cap
$2.76B
P/E
–
Revenue (TTM)
$17.53B
Div. yield
–
Electronic Components Technology
LITE Lumentum Holdings Inc.
$866.18 -8.0% 1M +346.9% 1Y
Market cap
$76.74B
P/E
–
Revenue (TTM)
$3.01B
Div. yield
–
Electronic Components Technology
3 wins
BELFA Bel Fuse Inc /Nj
$176.02 -13.3% 1M +26.4% 1Y
Market cap
$2.17B
P/E
44.6x
Revenue (TTM)
$744.09M
Div. yield
0.14%
Electronic Components Technology
6 wins

Head to Head

9 decided of 12

Bel Fuse leads on 6 of the 12 questions below (Bel Fuse 6, Lumentum Holdings 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLPLLITEBELFALeader
Larger companyMarket capitalisation $2.76B $76.74B $2.17B LITE
Cheaper on earningsLower P/E, profitable companies only -5.9x -9.3x 44.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 40.8x 16.9x BELFA
Faster revenue growthRevenue growth, trailing twelve months -6.9% +83.2% +25.3% LITE
More profitableNet margin, trailing twelve months -2.7% -230.2% 7.2% BELFA
Better return on capitalReturn on invested capital 3.3% 8.1% 12.7% BELFA
Less leveragedLower net debt / EBITDA — -1.4x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.14% –
Better 1-year returnPrice return, last 12 months -44.7% +346.9% +26.4% LITE
Better 5-year returnAnnualised price return, 5 years -20.0%/yr +60.2%/yr +67.7%/yr BELFA
Less volatileAnnualised volatility, 1 year 61.6% 98.7% 59.3% BELFA
Higher overall scoreMean of the five percentile scores vs peers 53/100 46/100 64/100 BELFA

Percentile Scorecard

LPLLITEBELFA

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLPLLITEBELFA
Valuation 94 #8 of 112 10 #101 of 112 77 #27 of 112
Growth 74 #29 of 109 81 #22 of 109 60 #44 of 109
Profitability 37 #66 of 104 40 #63 of 104 75 #27 of 104
Financial Health 9 #106 of 116 55 #53 of 116 81 #23 of 116
Shareholder Returns – 46 #44 of 81 29 #58 of 81
Overall 53 46 64
  • LPL ranked among 122 companies in Computer Hardware
  • LITE ranked among 122 companies in Computer Hardware
  • BELFA ranked among 122 companies in Computer Hardware

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLPLLITEBELFASPY
1 month -7.4%-8.0%-13.3% -0.2%
3 months -5.8%+32.9%-16.2% +3.9%
6 months -34.6%+9.5%-22.4% +8.2%
Year to date -34.4%+135.0%+16.0% +12.9%
1 year -44.7%+346.9%+26.4% +12.3%
3 years -37.6%+2,301.4%+264.1% +87.4%
3 years, per year -14.5%+188.7%+53.9% +23.3%
5 years -67.3%+955.0%+1,223.5% +67.9%
5 years, per year -20.0%+60.2%+67.7% +10.9%
10 years -78.7%+2,126.7%+804.1% +261.1%
10 years, per year -14.3%+36.4%+24.6% +13.7%

Risk

MeasureLPLLITEBELFASPY
Volatility, 1Y 61.6%98.7%59.3% 12.7%
Downside volatility, 1Y 68.1%100.3%67.3% 12.7%
Beta vs S&P 500, 1Y 2.333.162.28 1.00
Return / volatility, 1Y -0.733.510.45 0.97
Max drawdown, 5Y -76.0%-66.5%-44.8% -25.4%
From 52-week high -52.1%-23.6%-39.6% -1.2%
52-week high $5.76$1,133.40$291.23 $779.14
52-week low $2.59$188.36$114.02 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLPLLITEBELFA
P/E now vs peer median -5.9xmedian 33.2x -9.3xmedian 33.2x 44.6xmedian 33.2x
P/S now vs peer median 0.2xmedian 2.8x 25.5xmedian 2.8x 2.9xmedian 2.8x
EV/EBITDA now vs peer median —median 20.0x 95.1xmedian 20.0x 12.7xmedian 20.0x
P/FCF now vs peer median 2.0xmedian 29.8x 255.7xmedian 29.8x 29.6xmedian 29.8x
P/B now vs peer median 0.6xmedian 3.0x 16.5xmedian 3.0x 2.4xmedian 3.0x
PEG now vs peer median -0.12median 1.17 0.04median 1.17 -3.21median 1.17

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLPLLITEBELFA
Revenue $17.53B $3.01B $744.09M
Gross profit $2.54B $1.26B $294.08M
Operating income $456.43M $524.80M $118.20M
Net income -$915.07M -$6.94B $77.96M
Free cash flow $1.37B $300.10M $73.34M
R&D $957.27M $356.50M $33.09M
EPS (diluted) $-0.58 $-92.99 $3.94
Cash & equivalents $941.29M $2.04B $306.11M
Total debt $37.49B $1.64B –
Shares (diluted) 797.61M 74.60M 13.61M
Enterprise value -$844.06M $68.56B $1.79B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLPLLITEBELFA
P/E -5.9x -9.3x 44.6x
P/FCF 2.0x 255.7x 29.6x
P/Operating cash flow 1.3x 102.1x 26.0x
P/S 0.2x 25.5x 2.9x
P/B 0.6x 16.5x 2.4x
P/Tangible book 0.7x 17.8x 3.1x
EV/EBITDA – 95.1x 12.7x
EV/EBIT 22.9x 144.1x 15.8x
EV/Revenue 0.6x 25.1x 2.5x
EV/FCF 7.6x 252.1x 25.4x
EV/Operating cash flow 4.9x 100.7x 22.3x
PEG (3Y EPS CAGR) -0.12 0.04 -3.21

Growth

14 metrics
MetricLPLLITEBELFA
Revenue growth (1Y) -6.9% 83.2% 25.3%
Revenue CAGR (3Y) 0.0% 19.5% 2.6%
Gross profit growth (1Y) 18.3% 173.1% 30.8%
Gross profit CAGR (3Y) 101.7% 30.2% 11.3%
Operating income growth (1Y) 865.5% 391.4% 50.2%
Operating income CAGR (3Y) 29.4% 87.0% 10.6%
Net income growth (1Y) -141.3% -26,876% 30.7%
Net income CAGR (3Y) 36.4% -274.9% 2.2%
EPS growth (1Y) 40.6% -25,088% -2.1%
EPS CAGR (3Y) 49.0% -264.1% -13.9%
Operating cash flow growth (1Y) 28.4% 494.9% 29.3%
Operating cash flow CAGR (3Y) -6.4% 61.1% 6.2%
Free cash flow growth (1Y) 585.0% 386.6% 52.7%
Free cash flow CAGR (3Y) 33.6% 80.2% 8.5%

Profitability

14 metrics
MetricLPLLITEBELFA
Gross margin 14.5% 41.7% 39.5%
EBITDA margin – 26.4% 19.8%
Operating margin 2.6% 17.4% 15.9%
Pretax margin -5.1% -238.0% 12.5%
Net margin -2.7% -230.2% 7.2%
FCF margin 7.8% 10.0% 9.9%
Operating cash flow margin 12.2% 24.9% 11.2%
Return on equity -18.1% -182.1% 11.6%
Return on assets -5.1% -96.8% 7.0%
Return on invested capital 3.3% 8.1% 12.7%
Return on capital employed 4.4% 11.2% 12.4%
Asset turnover 1.0x 0.4x 0.7x
Cash conversion (OCF / net income) -2.3x -0.1x 1.1x
Stock comp / revenue – 5.6% 1.2%

Financial Health

11 metrics
MetricLPLLITEBELFA
Debt / assets 48.9% 22.4% –
Debt / equity 1.8x 0.4x –
Net debt / EBITDA – -1.4x –
Debt / FCF 6.4x 5.5x –
Liabilities / assets 72.2% 36.5% 28.1%
Equity / assets 27.8% 63.5% 71.9%
Interest coverage 0.6x 24.1x 10.8x
Current ratio 0.6x 1.7x 4.5x
Quick ratio 0.3x 1.1x 3.0x
Cash ratio 0.1x 1.1x 2.0x
Altman Z-score 0.98 16.72 5.57

Shareholder Returns

7 metrics
MetricLPLLITEBELFA
Dividend yield – – 0.1%
Net buyback yield – 0.0% –
Shareholder yield 0.0% 0.0% 0.1%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLPLLITEBELFA
Forward P/E – 40.8xFY2027 16.9xFY2026
EPS, next fiscal year $-0.16FY2026 $21.25FY2027 $10.39FY2026
EPS growth, next FY -200.0%FY2026 +145.1%FY2027 +46.3%FY2026
EPS growth, the year after – +61.4% +3.6%
Revenue, next fiscal year $19.01BFY2026 $6.52BFY2027 $771.32MFY2026
Revenue growth, next FY +6.1%FY2026 +116.6%FY2027 +14.2%FY2026
Revenue growth, the year after -4.5% +62.9% +9.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLPLLITEBELFA
Held by institutions 7.8% 92.8% 63.1%
Institutions holding 189 1,316 110
Change in shares held, QoQ +76.8% +6.6% +14.8%
Institutions buying 153 903 70
Institutions selling 22 318 30
Buyers to sellers 6.95 2.84 2.33

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LPLLITEBELFA
LPL 1.00 0.34 0.31
LITE 0.34 1.00 0.54
BELFA 0.31 0.54 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LPL, LITE and BELFA?

Lumentum Holdings (LITE) is the largest by market capitalisation: LG Display (LPL) $2.76B, Lumentum Holdings (LITE) $76.74B, Bel Fuse (BELFA) $2.17B.

Which company is growing faster?

Lumentum Holdings (LITE) grew revenue fastest over the trailing twelve months: LG Display (LPL) -6.9%, Lumentum Holdings (LITE) +83.2%, Bel Fuse (BELFA) +25.3%.

Which company is more profitable?

Bel Fuse (BELFA) has the highest net margin (LG Display (LPL) -2.7%, Lumentum Holdings (LITE) -230.2%, Bel Fuse (BELFA) 7.2%). On return on invested capital, Bel Fuse (BELFA) leads (LG Display (LPL) 3.3%, Lumentum Holdings (LITE) 8.1%, Bel Fuse (BELFA) 12.7%).

Which stock has performed better?

Over the past year Lumentum Holdings (LITE) returned the most: LG Display (LPL) -44.7%, Lumentum Holdings (LITE) +346.9%, Bel Fuse (BELFA) +26.4%. Over five years, Bel Fuse (BELFA) compounded fastest (LG Display (LPL) -20.0%/yr, Lumentum Holdings (LITE) +60.2%/yr, Bel Fuse (BELFA) +67.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: LG Display (LPL) 0.00%, Lumentum Holdings (LITE) 0.00%, Bel Fuse (BELFA) 0.14%. LG Display (LPL) and Lumentum Holdings (LITE) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Bel Fuse (BELFA) has been the steadiest (LG Display (LPL) 61.6%, Lumentum Holdings (LITE) 98.7%, Bel Fuse (BELFA) 59.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LPL, LITE and BELFA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Bel Fuse (BELFA) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.