Stocks / LITE vs NET

Lumentum Holdings Inc. (LITE) vs Cloudflare, Inc. (NET)

Lumentum Holdings Inc. and Cloudflare, Inc. side by side — fundamentals from SEC filings, refreshed nightly. Sector: Technology.

NET is the larger company ($78.9B vs $77.7B). On the fundamentals, NET grows revenue faster (38.1% vs 11.6%); NET earns a higher net margin (-4.7% vs -230.1%); NET has the stronger return on equity (-7.0% vs -149.3%). Over the last five years, LITE returned 933.0% vs 110.0%. Both carry 2 potential red flags in the filings. Full numbers below — the stronger figure on each row is in green.

AI verdict — LITE vs NET, read from the filings

The stronger business, the cheaper stock, and the risks — synthesised from both companies’ SEC filings, every figure computed not guessed. Not investment advice.

 Lumentum Holdings Inc. (LITE)Cloudflare, Inc. (NET)
Market cap$77.7B$78.9B
Revenue (latest FY)$3.01B$2.17B
Net income (latest FY)$-6.94B$-102.27M
Revenue growth (5y CAGR)11.6%38.1%
Net margin-230.1%-4.7%
Return on equity-149.3%-7.0%
P/E ratio
Dividend yield
Profitable years (of last 10)50
Positive free cash flowYesYes

Performance — LITE vs NET

Total returns from monthly split- and dividend-adjusted closes; 52-week range from the latest quote. Past performance is not a prediction.

 Lumentum Holdings Inc. (LITE)Cloudflare, Inc. (NET)
1-year return573.9%13.5%
3-year return1553.4%240.0%
5-year return933.0%110.0%
10-year return2448.4%
52-week range$125.00–$1085.68$158.83–$276.81

Verify the comparison

Use the filing period and source shown by each tool before treating two figures as comparable.

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See the full LITE vs NET breakdown

Both companies across 19 years of income statement, balance sheet and cash flow — with ratios, health checks and Ask, the SEC-grounded research assistant. Free, no account needed.

Open LITE's full financials →   Open NET's full financials →

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Frequently asked questions

Which is bigger, LITE or NET?

Cloudflare, Inc. is larger by market capitalization — $78.9B versus $77.7B.

Which grows faster, LITE or NET?

Over the last five fiscal years, Cloudflare, Inc. grew revenue faster — 38.1%/yr versus 11.6%/yr, computed from SEC-filed statements.

Where does this data come from?

All figures are computed from official SEC filings (10-K), refreshed nightly. This is a data comparison, not investment advice.

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LITE fundamentals → · NET fundamentals → · All 1,500+ companies → · Free screener →