COMP <GO>
LITE vs NFLX // RETURN ON INVESTED CAPITAL (ROIC)
Lumentum Holdings Inc. (NASDAQ) VS. Netflix, Inc. (NASDAQ) • 15-METRIC TALLY: LITE 3
— NFLX 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: NFLX
LAST: $919.53 (+0.61%) • MKT CAP: $83.29B
roic
6.20%
LAST: $62.05 (+0.10%) • MKT CAP: $254.80B
roic
33.94%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LITE VS. NFLX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LITE | NFLX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.70% | 50.68% | -8.98 | NFLX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.20% | 33.94% | -27.74 | NFLX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 91.0x | 16.2x | +74.80 | NFLX | /valuation <GO> |
| Free Cash Flow Yield | 0.36% | 4.46% | -4.10 | NFLX | /fcf-yield <GO> |
| Operating Margin | 17.40% | 31.30% | -13.90 | NFLX | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 29.69% | -89.69 | NFLX | /net-margins <GO> |
| Revenue Growth (YoY) | 83.20% | 14.65% | +68.55 | LITE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 13.01 | 8.25 | +4.76 | LITE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | NFLX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 7.26% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.6 | 31.6 | +20.00 | LITE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 1.41 | -0.33 | NFLX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 36.0x | 19.2x | +16.79 | NFLX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $83.29B | $254.80B | -$171.50B | NFLX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LITE REV | NFLX REV | LITE GROSS % | NFLX GROSS % | LITE FCF | NFLX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.01B | $45.18B | 41.7% | 48.5% | $300.1M | $9.46B |
| FY 2024 | $1.65B | $39.00B | 28.0% | 46.1% | -$104.7M | $6.92B |
| FY 2023 | $1.77B | $33.72B | — | 41.5% | $100.3M | $6.93B |
| FY 2022 | — | $31.62B | — | 39.4% | — | $1.62B |
| FY 2021 | — | $29.70B | — | 41.6% | — | -$132.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LITE // BETA 1.08
NFLX // BETA 1.41