OPTX vs. LITE

Last updated Apr 1, 2026

Compare and contrast key facts about Syntec Optics Holdings Inc. (OPTX) and Lumentum Holdings Inc. (LITE).

Performance

OPTX vs. LITE - Performance Comparison

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

OPTX vs. LITE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
OPTX Syntec Optics Holdings Inc.	145.80%	13.49%	-49.90%	-3.27%
LITE Lumentum Holdings Inc.	90.66%	339.06%	60.15%	22.28%

Fundamentals

Market Cap OPTX : $259.55M LITE : $58.40B
EPS OPTX : -$0.05 LITE : $3.23
PS Ratio OPTX : 9.24 LITE : 25.97
PB Ratio OPTX : 27.20 LITE : 68.98
Total Revenue (TTM) OPTX : $28.08M LITE : $2.11B
Gross Profit (TTM) OPTX : $6.53M LITE : $704.00M
EBITDA (TTM) OPTX : $1.52M LITE : $171.40M

Returns By Period

In the year-to-date period, OPTX achieves a 145.80% return, which is significantly higher than LITE's 90.66% return.

OPTX

• 1D: 7.16%
• 1M: 9.50%
• YTD: 145.80%
• 6M: 353.55%
• 1Y: 480.94%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

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

Return for Risk

OPTX vs. LITE — Risk / Return Rank

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

OPTX

OPTX Risk / Return Rank: 95
OPTX Sharpe Ratio Rank: 98
OPTX Sortino Ratio Rank: 95
OPTX Omega Ratio Rank: 90
OPTX Calmar Ratio Rank: 97
OPTX Martin Ratio Rank: 95

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

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.

OPTX vs. LITE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Syntec Optics Holdings Inc. (OPTX) and Lumentum Holdings Inc. (LITE). 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.

	OPTX	LITE	Difference
Sharpe ratio Return per unit of total volatility	3.58	12.35	-8.77
Sortino ratio Return per unit of downside risk	3.62	5.48	-1.86
Omega ratio Gain probability vs. loss probability	1.39	1.80	-0.41
Calmar ratio Return relative to maximum drawdown	7.41	35.64	-28.23
Martin ratio Return relative to average drawdown	17.47	122.01	-104.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OPTX vs. LITE - Sharpe Ratio Comparison

The current OPTX Sharpe Ratio is 3.58, which is lower than the LITE Sharpe Ratio of 12.35. The chart below compares the historical Sharpe Ratios of OPTX and LITE, 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

	OPTX	LITE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.58	12.35	-8.77
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.87	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.70	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.08	0.72	-0.64

Correlation

The correlation between OPTX and LITE is 0.16, 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

OPTX vs. LITE - Dividend Comparison

Neither OPTX nor LITE has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

OPTX vs. LITE - Drawdown Comparison

The maximum OPTX drawdown since its inception was -90.40%, which is greater than LITE's maximum drawdown of -66.89%. Use the drawdown chart below to compare losses from any high point for OPTX and LITE.

Drawdown Indicators

	OPTX	LITE	Difference
Max Drawdown Largest peak-to-trough decline	-90.40%	-66.89%	-23.51%
Max Drawdown (1Y) Largest decline over 1 year	-56.75%	-28.70%	-28.05%
Max Drawdown (5Y) Largest decline over 5 years	—	-66.48%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-66.89%	—
Current Drawdown Current decline from peak	-21.54%	-12.37%	-9.17%
Average Drawdown Average peak-to-trough decline	-68.06%	-23.45%	-44.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	24.09%	8.38%	+15.71%

Volatility

OPTX vs. LITE - Volatility Comparison

Syntec Optics Holdings Inc. (OPTX) and Lumentum Holdings Inc. (LITE) have volatilities of 36.21% and 36.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OPTX	LITE	Difference
Volatility (1M) Calculated over the trailing 1-month period	36.21%	36.84%	-0.63%
Volatility (6M) Calculated over the trailing 6-month period	105.06%	70.39%	+34.67%
Volatility (1Y) Calculated over the trailing 1-year period	135.87%	84.05%	+51.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	177.29%	57.67%	+119.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	177.29%	55.23%	+122.06%

Financials

OPTX vs. LITE - Profitability Comparison

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

OPTX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Syntec Optics Holdings Inc. reported a gross profit of 1.77M and revenue of 7.51M. Therefore, the gross margin over that period was 23.6%.

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%.

OPTX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Syntec Optics Holdings Inc. reported an operating income of 318.80K and revenue of 7.51M, resulting in an operating margin of 4.3%.

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%.

OPTX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Syntec Optics Holdings Inc. reported a net income of -343.84K and revenue of 7.51M, resulting in a net margin of -4.6%.

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%.