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LITE vs. TSEM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LITE vs. TSEM - Performance Comparison

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

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Returns By Period

In the year-to-date period, LITE achieves a 150.02% return, which is significantly higher than TSEM's 123.91% return. Over the past 10 years, LITE has outperformed TSEM with an annualized return of 43.74%, while TSEM has yielded a comparatively lower 35.70% annualized return.


LITE

1D
3.59%
1M
-5.06%
YTD
150.02%
6M
184.13%
1Y
1,017.52%
3Y*
158.28%
5Y*
62.72%
10Y*
43.74%

TSEM

1D
1.77%
1M
-4.04%
YTD
123.91%
6M
121.05%
1Y
590.26%
3Y*
86.93%
5Y*
56.98%
10Y*
35.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LITE vs. TSEM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LITE
Lumentum Holdings Inc.
150.02%339.06%60.15%0.48%-50.68%11.57%19.55%88.76%-14.09%26.52%
TSEM
Tower Semiconductor Ltd
123.91%127.96%68.77%-29.35%8.87%53.68%7.32%63.23%-56.75%79.09%

Correlation

The correlation between LITE and TSEM is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.51

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (10Y)
Calculated over the trailing 10-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Aug 4, 2015

0.45

The correlation between LITE and TSEM shifts across timeframes, from 0.45 (all time) to 0.55 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

LITE:

$88.65B

TSEM:

$30.06B

EPS

LITE:

$5.26

TSEM:

$2.15

PE Ratio

LITE:

175.08

TSEM:

122.04

PS Ratio

LITE:

30.95

TSEM:

18.47

PB Ratio

LITE:

29.82

TSEM:

10.11

Total Revenue (TTM)

LITE:

$2.49B

TSEM:

$1.62B

Gross Profit (TTM)

LITE:

$938.50M

TSEM:

$401.63M

EBITDA (TTM)

LITE:

$470.10M

TSEM:

$571.93M

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Return for Risk

LITE vs. TSEM — Risk / Return Rank

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

LITE
LITE Risk / Return Rank: 9999
Overall Rank
LITE Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
LITE Sortino Ratio Rank: 9999
Sortino Ratio Rank
LITE Omega Ratio Rank: 9898
Omega Ratio Rank
LITE Calmar Ratio Rank: 100100
Calmar Ratio Rank
LITE Martin Ratio Rank: 100100
Martin Ratio Rank

TSEM
TSEM Risk / Return Rank: 9999
Overall Rank
TSEM Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
TSEM Sortino Ratio Rank: 9999
Sortino Ratio Rank
TSEM Omega Ratio Rank: 9898
Omega Ratio Rank
TSEM Calmar Ratio Rank: 9999
Calmar Ratio Rank
TSEM Martin Ratio Rank: 100100
Martin Ratio Rank
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. TSEM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lumentum Holdings Inc. (LITE) and Tower Semiconductor Ltd (TSEM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LITETSEMDifference
Sharpe ratioReturn per unit of total volatility

+3.31

Sortino ratioReturn per unit of downside risk

-0.31

Omega ratioGain probability vs. loss probability

1.71

1.74

-0.03

Calmar ratioReturn relative to maximum drawdown

34.43

22.31

+12.12

Martin ratioReturn relative to average drawdown

126.26

77.52

+48.74

LITE vs. TSEM - Sharpe Ratio Comparison

The current LITE Sharpe Ratio is 11.43, which is higher than the TSEM Sharpe Ratio of 8.13. The chart below compares the historical Sharpe Ratios of LITE and TSEM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LITE vs. TSEM - Drawdown Comparison

The maximum LITE drawdown since its inception was -66.89%, smaller than the maximum TSEM drawdown of -99.75%. Use the drawdown chart below to compare losses from any high point for LITE and TSEM.


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Drawdown Indicators


LITETSEMDifference

Max Drawdown

Largest peak-to-trough decline

-66.89%

-99.75%

+32.86%

Max Drawdown (1Y)

Largest decline over 1 year

-28.70%

-25.04%

-3.66%

Max Drawdown (3Y)

Largest decline over 3 years

-50.63%

-46.78%

-3.85%

Max Drawdown (5Y)

Largest decline over 5 years

-66.48%

-55.39%

-11.09%

Max Drawdown (10Y)

Largest decline over 10 years

-66.89%

-62.28%

-4.61%

Current Drawdown

Current decline from peak

-12.49%

-56.05%

+43.56%

Average Drawdown

Average peak-to-trough decline

-23.57%

-85.38%

+61.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.81%

7.20%

+0.61%

Volatility

LITE vs. TSEM - Volatility Comparison

Lumentum Holdings Inc. (LITE) has a higher volatility of 28.12% compared to Tower Semiconductor Ltd (TSEM) at 25.08%. This indicates that LITE's price experiences larger fluctuations and is considered to be riskier than TSEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LITETSEMDifference

Volatility (1M)

Calculated over the trailing 1-month period

28.12%

25.08%

+3.04%

Volatility (6M)

Calculated over the trailing 6-month period

69.73%

55.81%

+13.92%

Volatility (1Y)

Calculated over the trailing 1-year period

86.47%

68.83%

+17.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

59.94%

47.30%

+12.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.62%

43.61%

+13.01%

Dividends

LITE vs. TSEM - Dividend Comparison

Neither LITE nor TSEM has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

LITE vs. TSEM - Financials Comparison

This section allows you to compare key financial metrics between Lumentum Holdings Inc. and Tower Semiconductor Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


300.00M400.00M500.00M600.00M700.00M800.00M20222023202420252026
808.40M
413.63M
(LITE) Total Revenue
(TSEM) Total Revenue
Values in USD except per share items

LITE vs. TSEM - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%20222023202420252026
44.2%
26.8%
Portfolio components
LITE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lumentum Holdings Inc. reported a gross profit of 357.00M and revenue of 808.40M. Therefore, the gross margin over that period was 44.2%.

TSEM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Tower Semiconductor Ltd reported a gross profit of 110.95M and revenue of 413.63M. Therefore, the gross margin over that period was 26.8%.

LITE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lumentum Holdings Inc. reported an operating income of 174.50M and revenue of 808.40M, resulting in an operating margin of 21.6%.

TSEM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Tower Semiconductor Ltd reported an operating income of 64.57M and revenue of 413.63M, resulting in an operating margin of 15.6%.

LITE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lumentum Holdings Inc. reported a net income of 144.20M and revenue of 808.40M, resulting in a net margin of 17.8%.

TSEM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Tower Semiconductor Ltd reported a net income of 65.03M and revenue of 413.63M, resulting in a net margin of 15.7%.


Frequently Asked Questions


LITE and TSEM have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LITE has higher volatility (28.12%) compared to TSEM (25.08%). In terms of maximum drawdown, LITE dropped -66.89% vs TSEM's -99.75%.

LITE currently has the higher Sharpe Ratio (11.43 vs 8.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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