LITE vs. FIX

Last updated Apr 1, 2026

Compare and contrast key facts about Lumentum Holdings Inc. (LITE) and Comfort Systems USA, Inc. (FIX).

Performance

LITE vs. FIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lumentum Holdings Inc. (LITE) and Comfort Systems USA, Inc. (FIX). The values are adjusted to include any dividend payments, if applicable.

LITE vs. FIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LITE Lumentum Holdings Inc.	90.66%	339.06%	60.15%	0.48%	-50.68%	11.57%	19.55%	88.76%	-14.09%	26.52%
FIX Comfort Systems USA, Inc.	47.83%	120.86%	106.89%	79.62%	16.98%	88.98%	6.73%	15.07%	0.73%	32.13%

Fundamentals

Market Cap LITE : $58.40B FIX : $48.70B
EPS LITE : $3.23 FIX : $28.93
PE Ratio LITE : 217.31 FIX : 47.67
PS Ratio LITE : 25.97 FIX : 5.36
PB Ratio LITE : 68.98 FIX : 19.89
Total Revenue (TTM) LITE : $2.11B FIX : $9.10B
Gross Profit (TTM) LITE : $704.00M FIX : $2.20B
EBITDA (TTM) LITE : $171.40M FIX : $1.42B

Returns By Period

In the year-to-date period, LITE achieves a 90.66% return, which is significantly higher than FIX's 47.83% return. Over the past 10 years, LITE has underperformed FIX with an annualized return of 38.75%, while FIX has yielded a comparatively higher 46.46% annualized return.

LITE

• 1D: 7.33%
• 1M: 0.26%
• YTD: 90.66%
• 6M: 331.91%
• 1Y: 1,027.30%
• 3Y*: 135.20%
• 5Y*: 49.99%
• 10Y*: 38.75%

FIX

• 1D: 8.31%
• 1M: -3.47%
• YTD: 47.83%
• 6M: 67.30%
• 1Y: 329.03%
• 3Y*: 112.20%
• 5Y*: 79.33%
• 10Y*: 46.46%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

LITE vs. FIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LITE

LITE Risk / Return Rank: 99
LITE Sharpe Ratio Rank: 100
LITE Sortino Ratio Rank: 99
LITE Omega Ratio Rank: 98
LITE Calmar Ratio Rank: 100
LITE Martin Ratio Rank: 100

FIX

FIX Risk / Return Rank: 99
FIX Sharpe Ratio Rank: 100
FIX Sortino Ratio Rank: 99
FIX Omega Ratio Rank: 98
FIX Calmar Ratio Rank: 100
FIX Martin Ratio Rank: 100

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LITE vs. FIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lumentum Holdings Inc. (LITE) and Comfort Systems USA, Inc. (FIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	LITE	FIX	Difference
Sharpe ratio Return per unit of total volatility	12.35	5.97	+6.39
Sortino ratio Return per unit of downside risk	5.48	5.33	+0.15
Omega ratio Gain probability vs. loss probability	1.80	1.74	+0.07
Calmar ratio Return relative to maximum drawdown	35.64	23.72	+11.92
Martin ratio Return relative to average drawdown	122.01	80.80	+41.21
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LITE vs. FIX - Sharpe Ratio Comparison

The current LITE Sharpe Ratio is 12.35, which is higher than the FIX Sharpe Ratio of 5.97. The chart below compares the historical Sharpe Ratios of LITE and FIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LITE	FIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	12.35	5.97	+6.39
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.87	1.82	-0.95
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.70	1.11	-0.40
Sharpe Ratio (All Time) Calculated using the full available price history	0.72	0.38	+0.34

Correlation

The correlation between LITE and FIX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

LITE vs. FIX - Dividend Comparison

LITE has not paid dividends to shareholders, while FIX's dividend yield for the trailing twelve months is around 0.16%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LITE Lumentum Holdings Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FIX Comfort Systems USA, Inc.	0.16%	0.21%	0.28%	0.41%	0.49%	0.49%	0.81%	0.79%	0.76%	0.68%	0.83%	0.88%

Drawdowns

LITE vs. FIX - Drawdown Comparison

The maximum LITE drawdown since its inception was -66.89%, smaller than the maximum FIX drawdown of -93.36%. Use the drawdown chart below to compare losses from any high point for LITE and FIX.

Drawdown Indicators

	LITE	FIX	Difference
Max Drawdown Largest peak-to-trough decline	-66.89%	-93.36%	+26.47%
Max Drawdown (1Y) Largest decline over 1 year	-28.70%	-13.77%	-14.93%
Max Drawdown (5Y) Largest decline over 5 years	-66.48%	-46.05%	-20.43%
Max Drawdown (10Y) Largest decline over 10 years	-66.89%	-49.68%	-17.21%
Current Drawdown Current decline from peak	-12.37%	-6.23%	-6.14%
Average Drawdown Average peak-to-trough decline	-23.45%	-38.30%	+14.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.38%	4.04%	+4.34%

Volatility

LITE vs. FIX - Volatility Comparison

Lumentum Holdings Inc. (LITE) has a higher volatility of 36.84% compared to Comfort Systems USA, Inc. (FIX) at 20.47%. This indicates that LITE's price experiences larger fluctuations and is considered to be riskier than FIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LITE	FIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	36.84%	20.47%	+16.37%
Volatility (6M) Calculated over the trailing 6-month period	70.39%	40.82%	+29.57%
Volatility (1Y) Calculated over the trailing 1-year period	84.05%	55.55%	+28.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	57.67%	43.92%	+13.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	55.23%	42.12%	+13.11%

Financials

LITE vs. FIX - Profitability Comparison

The chart below illustrates the profitability comparison between Lumentum Holdings Inc. and Comfort Systems USA, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

LITE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Lumentum Holdings Inc. reported a gross profit of 240.10M and revenue of 665.50M. Therefore, the gross margin over that period was 36.1%.

FIX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Comfort Systems USA, Inc. reported a gross profit of 674.72M and revenue of 2.65B. Therefore, the gross margin over that period was 25.5%.

LITE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Lumentum Holdings Inc. reported an operating income of 64.30M and revenue of 665.50M, resulting in an operating margin of 9.7%.

FIX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Comfort Systems USA, Inc. reported an operating income of 426.74M and revenue of 2.65B, resulting in an operating margin of 16.1%.

LITE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Lumentum Holdings Inc. reported a net income of 78.20M and revenue of 665.50M, resulting in a net margin of 11.8%.

FIX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Comfort Systems USA, Inc. reported a net income of 330.81M and revenue of 2.65B, resulting in a net margin of 12.5%.