ZBRA vs LFUS vs OUST Stock Comparison

Zebra Technologies, Littelfuse and Ouster Prices as of Oct 26, 2026 Peers: Industry group
ZBRA Zebra Technologies Corp
$384.15 +3.8% 1M +24.4% 1Y
Market cap
$18.17B
P/E
34.0x
Revenue (TTM)
$5.85B
Div. yield
–
Electronic Components Technology
5 wins
LFUS Littelfuse Inc /De
$364.03 -15.2% 1M +35.2% 1Y
Market cap
$9.25B
P/E
–
Revenue (TTM)
$2.61B
Div. yield
0.84%
Electronic Components Technology
4 wins
OUST Ouster, Inc.
$29.71 -32.0% 1M -17.0% 1Y
Market cap
$2.03B
P/E
–
Revenue (TTM)
$204.91M
Div. yield
–
Electronic Components Technology
1 win

Head to Head

10 decided of 12

Zebra Technologies leads on 5 of the 12 questions below (Zebra Technologies 5, Littelfuse 4, Ouster 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionZBRALFUSOUSTLeader
Larger companyMarket capitalisation $18.17B $9.25B $2.03B ZBRA
Cheaper on earningsLower P/E, profitable companies only 34.0x -1,143x -36.8x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.0x 20.5x — ZBRA
Faster revenue growthRevenue growth, trailing twelve months +12.7% +15.4% +62.8% OUST
More profitableNet margin, trailing twelve months 9.2% -0.3% -26.0% ZBRA
Better return on capitalReturn on invested capital 10.6% 0.0% — ZBRA
Less leveragedLower net debt / EBITDA 2.4x 0.0x — LFUS
Higher dividend yieldTrailing dividend yield — 0.84% — –
Better 1-year returnPrice return, last 12 months +24.4% +35.2% -17.0% LFUS
Better 5-year returnAnnualised price return, 5 years -5.8%/yr +5.5%/yr -14.4%/yr LFUS
Less volatileAnnualised volatility, 1 year 47.3% 43.1% 102.2% LFUS
Higher overall scoreMean of the five percentile scores vs peers 61/100 46/100 44/100 ZBRA

Percentile Scorecard

ZBRALFUSOUST

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

AxisZBRALFUSOUST
Valuation 63 #42 of 111 58 #47 of 111 11 #99 of 111
Growth 48 #57 of 108 28 #78 of 108 82 #20 of 108
Profitability 85 #17 of 104 50 #53 of 104 14 #90 of 104
Financial Health 18 #95 of 115 61 #45 of 115 88 #15 of 115
Shareholder Returns 93 #7 of 81 35 #53 of 81 24 #62 of 81
Overall 61 46 44
  • ZBRA ranked among 121 companies in Computer Hardware
  • LFUS ranked among 121 companies in Computer Hardware
  • OUST ranked among 121 companies in Computer Hardware

Price Performance

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

Returns

PeriodZBRALFUSOUSTSPY
1 month +3.8%-15.2%-32.0% -0.8%
3 months +45.2%-9.7%-15.5% +3.5%
6 months +73.8%-9.7%+10.4% +7.0%
Year to date +58.2%+43.9%+37.3% +12.2%
1 year +24.4%+35.2%-17.0% +13.0%
3 years +85.4%+68.3%+683.9% +86.3%
3 years, per year +22.9%+19.0%+98.7% +23.1%
5 years -25.8%+30.6%-54.1% +68.6%
5 years, per year -5.8%+5.5%-14.4% +11.0%
10 years +472.1%+165.7%— +258.0%
10 years, per year +19.1%+10.3%— +13.6%

Risk

MeasureZBRALFUSOUSTSPY
Volatility, 1Y 47.3%43.1%102.2% 12.7%
Downside volatility, 1Y 42.0%44.9%100.6% 12.7%
Beta vs S&P 500, 1Y 1.691.844.57 1.00
Return / volatility, 1Y 0.520.82-0.17 1.02
Max drawdown, 5Y -67.8%-54.8%-95.8% -25.4%
From 52-week high -1.8%-25.6%-52.5% -1.8%
52-week high $391.00$489.10$62.52 $779.14
52-week low $199.30$234.94$16.63 $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.

MultipleZBRALFUSOUST
P/E now vs peer median 34.0xmedian 32.0x -1,143xmedian 32.0x -36.8xmedian 32.0x
P/S now vs peer median 3.1xmedian 2.8x 3.5xmedian 2.8x 9.9xmedian 2.8x
EV/EBITDA now vs peer median 19.4xmedian 19.4x 39.6xmedian 19.4x -33.8xmedian 19.4x
P/FCF now vs peer median 20.1xmedian 29.0x 20.8xmedian 29.0x -24.7xmedian 29.0x
P/B now vs peer median 5.3xmedian 2.9x 3.5xmedian 2.9x 5.5xmedian 2.9x
PEG now vs peer median -9.00median 1.13 43.13median 1.13 -0.65median 1.13

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 monthsZBRALFUSOUST
Revenue $5.85B $2.61B $204.91M
Gross profit $2.90B $1.03B $101.63M
Operating income $858.00M $95.49M -$62.60M
Net income $539.00M -$8.06M -$53.33M
Free cash flow $904.00M $444.35M -$82.47M
R&D $622.00M $115.22M $68.46M
EPS (diluted) $11.20 $-0.31 $-0.81
Cash & equivalents $157.00M $628.22M $91.76M
Total debt $2.77B $629.66M –
Shares (diluted) 48.13M 25.62M 65.99M
Enterprise value $16.73B $6.76B $1.15B

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
MetricZBRALFUSOUST
P/E 34.0x -1,143x -36.8x
P/FCF 20.1x 20.8x -24.7x
P/Operating cash flow 18.6x 18.1x -37.8x
P/S 3.1x 3.5x 9.9x
P/B 5.3x 3.5x 5.5x
P/Tangible book 6.7x 4.5x 6.0x
EV/EBITDA 19.4x 39.6x -33.8x
EV/EBIT 24.2x 96.8x -28.3x
EV/Revenue 3.6x 3.5x 8.7x
EV/FCF 23.0x 20.8x -21.5x
EV/Operating cash flow 21.2x 18.1x -33.0x
PEG (3Y EPS CAGR) -9.00 43.13 -0.65

Growth

14 metrics
MetricZBRALFUSOUST
Revenue growth (1Y) 12.7% 15.4% 62.8%
Revenue CAGR (3Y) 2.1% 1.5% 51.6%
Gross profit growth (1Y) 14.9% 23.4% 90.8%
Gross profit CAGR (3Y) 4.2% 0.9% 166.5%
Operating income growth (1Y) 8.1% -52.6% 39.7%
Operating income CAGR (3Y) -0.9% -40.7% 45.1%
Net income growth (1Y) -1.6% -107.5% 42.0%
Net income CAGR (3Y) -6.1% -26.5% 48.0%
EPS growth (1Y) 4.8% -107.3% 52.1%
EPS CAGR (3Y) -3.8% -26.5% 56.5%
Operating cash flow growth (1Y) 5.8% 31.5% -329.9%
Operating cash flow CAGR (3Y) 63.5% 8.0% 27.6%
Free cash flow growth (1Y) 6.0% 41.0% -416.3%
Free cash flow CAGR (3Y) 83.6% 12.0% 17.7%

Profitability

14 metrics
MetricZBRALFUSOUST
Gross margin 49.6% 39.3% 49.6%
EBITDA margin 18.3% 8.9% -25.6%
Operating margin 14.7% 3.7% -30.6%
Pretax margin 12.1% 3.0% -25.5%
Net margin 9.2% -0.3% -26.0%
FCF margin 15.5% 17.0% -40.2%
Operating cash flow margin 16.7% 19.6% -26.3%
Return on equity 15.6% -0.3% -16.5%
Return on assets 6.4% -0.2% -12.5%
Return on invested capital 10.6% 0.0% –
Return on capital employed 19.1% 2.8% -18.1%
Asset turnover 0.7x 0.7x 0.5x
Cash conversion (OCF / net income) 1.8x -63.5x 1.0x
Stock comp / revenue 3.0% 1.1% 18.5%

Financial Health

11 metrics
MetricZBRALFUSOUST
Debt / assets 32.0% 15.7% –
Debt / equity 0.8x 0.2x –
Net debt / EBITDA 2.4x 0.0x –
Debt / FCF 3.1x 1.4x –
Liabilities / assets 60.2% 34.7% 21.8%
Equity / assets 39.8% 65.3% 78.2%
Interest coverage – 3.2x –
Current ratio 0.5x 2.8x 4.2x
Quick ratio 0.3x 1.8x 3.5x
Cash ratio 0.0x 1.1x 3.1x
Altman Z-score 3.75 5.64 9.48

Shareholder Returns

7 metrics
MetricZBRALFUSOUST
Dividend yield – 0.8% –
Net buyback yield 5.0% -1.1% -6.9%
Shareholder yield 5.0% -0.2% -6.9%
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.

ConsensusZBRALFUSOUST
Forward P/E 17.0xFY2026 20.5xFY2026 –
EPS, next fiscal year $22.59FY2026 $17.78FY2026 $-0.27FY2026
EPS growth, next FY +42.6%FY2026 +66.5%FY2026 –
EPS growth, the year after -4.5% +12.1% –
Revenue, next fiscal year $6.35BFY2026 $3.11BFY2026 $229.51MFY2026
Revenue growth, next FY +17.7%FY2026 +30.3%FY2026 +35.5%FY2026
Revenue growth, the year after +1.2% +0.2% +36.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersZBRALFUSOUST
Held by institutions 100.0% 99.4% 53.9%
Institutions holding 644 606 330
Change in shares held, QoQ +4.5% +1.6% +19.0%
Institutions buying 309 295 233
Institutions selling 242 209 66
Buyers to sellers 1.28 1.41 3.53

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.

ZBRALFUSOUST
ZBRA 1.00 0.31 0.36
LFUS 0.31 1.00 0.52
OUST 0.36 0.52 1.00

Add a Peer

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Frequently Asked Questions

Which is bigger, ZBRA, LFUS and OUST?

Zebra Technologies (ZBRA) is the largest by market capitalisation: Zebra Technologies (ZBRA) $18.17B, Littelfuse (LFUS) $9.25B, Ouster (OUST) $2.03B.

Which company is growing faster?

Ouster (OUST) grew revenue fastest over the trailing twelve months: Zebra Technologies (ZBRA) +12.7%, Littelfuse (LFUS) +15.4%, Ouster (OUST) +62.8%.

Which company is more profitable?

Zebra Technologies (ZBRA) has the highest net margin (Zebra Technologies (ZBRA) 9.2%, Littelfuse (LFUS) -0.3%, Ouster (OUST) -26.0%). On return on invested capital, Zebra Technologies (ZBRA) leads (Zebra Technologies (ZBRA) 10.6%, Littelfuse (LFUS) 0.0%).

Which stock has performed better?

Over the past year Littelfuse (LFUS) returned the most: Zebra Technologies (ZBRA) +24.4%, Littelfuse (LFUS) +35.2%, Ouster (OUST) -17.0%. Over five years, Littelfuse (LFUS) compounded fastest (Zebra Technologies (ZBRA) -5.8%/yr, Littelfuse (LFUS) +5.5%/yr, Ouster (OUST) -14.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Littelfuse (LFUS) 0.84%. Zebra Technologies (ZBRA) and Ouster (OUST) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Littelfuse (LFUS) has been the steadiest (Zebra Technologies (ZBRA) 47.3%, Littelfuse (LFUS) 43.1%, Ouster (OUST) 102.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ZBRA, LFUS and OUST?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Zebra Technologies (ZBRA) leads on 5. 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.