SMTOY vs. LITE
Compare and contrast key facts about Sumitomo Electric Industries Ltd ADR (SMTOY) and Lumentum Holdings Inc. (LITE).
Performance
SMTOY vs. LITE - Performance Comparison
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SMTOY vs. LITE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMTOY Sumitomo Electric Industries Ltd ADR | 38.42% | 131.61% | 41.93% | 12.95% | -13.35% | -1.73% | -11.45% | 14.66% | -20.89% | 16.55% |
LITE Lumentum Holdings Inc. | 90.66% | 339.06% | 60.15% | 0.48% | -50.68% | 11.57% | 19.55% | 88.76% | -14.09% | 26.52% |
Fundamentals
SMTOY:
$43.05B
LITE:
$58.40B
SMTOY:
$333.15
LITE:
$3.23
SMTOY:
0.17
LITE:
217.31
SMTOY:
0.01
LITE:
25.97
SMTOY:
0.02
LITE:
68.98
SMTOY:
$4.97T
LITE:
$2.11B
SMTOY:
$986.55B
LITE:
$704.00M
SMTOY:
$619.08B
LITE:
$171.40M
Returns By Period
In the year-to-date period, SMTOY achieves a 38.42% return, which is significantly lower than LITE's 90.66% return. Over the past 10 years, SMTOY has underperformed LITE with an annualized return of 17.61%, while LITE has yielded a comparatively higher 38.75% annualized return.
SMTOY
- 1D
- 2.26%
- 1M
- -16.59%
- YTD
- 38.42%
- 6M
- 95.26%
- 1Y
- 233.58%
- 3Y*
- 64.42%
- 5Y*
- 30.46%
- 10Y*
- 17.61%
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%
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Return for Risk
SMTOY vs. LITE — Risk / Return Rank
SMTOY
LITE
SMTOY vs. LITE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Electric Industries Ltd ADR (SMTOY) 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.
| SMTOY | LITE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.69 | 12.35 | -7.67 |
Sortino ratioReturn per unit of downside risk | 4.01 | 5.48 | -1.47 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.80 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 8.89 | 35.64 | -26.75 |
Martin ratioReturn relative to average drawdown | 34.07 | 122.01 | -87.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SMTOY | LITE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.69 | 12.35 | -7.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.87 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.70 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.13 | 0.72 | -0.85 |
Correlation
The correlation between SMTOY and LITE is 0.17, 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
SMTOY vs. LITE - Dividend Comparison
Neither SMTOY nor LITE has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMTOY Sumitomo Electric Industries Ltd ADR | 0.00% | 1.06% | 1.35% | 1.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.23% | 2.26% |
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% |
Drawdowns
SMTOY vs. LITE - Drawdown Comparison
The maximum SMTOY drawdown since its inception was -94.82%, which is greater than LITE's maximum drawdown of -66.89%. Use the drawdown chart below to compare losses from any high point for SMTOY and LITE.
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Drawdown Indicators
| SMTOY | LITE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.82% | -66.89% | -27.93% |
Max Drawdown (1Y)Largest decline over 1 year | -23.54% | -28.70% | +5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -38.52% | -66.48% | +27.96% |
Max Drawdown (10Y)Largest decline over 10 years | -52.67% | -66.89% | +14.22% |
Current DrawdownCurrent decline from peak | -63.87% | -12.37% | -51.50% |
Average DrawdownAverage peak-to-trough decline | -64.99% | -23.45% | -41.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.72% | 8.38% | -1.66% |
Volatility
SMTOY vs. LITE - Volatility Comparison
The current volatility for Sumitomo Electric Industries Ltd ADR (SMTOY) is 19.57%, while Lumentum Holdings Inc. (LITE) has a volatility of 36.84%. This indicates that SMTOY experiences smaller price fluctuations and is considered to be less risky than LITE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMTOY | LITE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.57% | 36.84% | -17.27% |
Volatility (6M)Calculated over the trailing 6-month period | 40.41% | 70.39% | -29.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.21% | 84.05% | -33.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.62% | 57.67% | -21.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.45% | 55.23% | -20.78% |
Financials
SMTOY vs. LITE - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Electric Industries Ltd ADR and Lumentum Holdings Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SMTOY vs. LITE - Profitability Comparison
SMTOY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sumitomo Electric Industries Ltd ADR reported a gross profit of 276.53B and revenue of 1.34T. Therefore, the gross margin over that period was 20.7%.
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%.
SMTOY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sumitomo Electric Industries Ltd ADR reported an operating income of 120.15B and revenue of 1.34T, resulting in an operating margin of 9.0%.
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%.
SMTOY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sumitomo Electric Industries Ltd ADR reported a net income of 80.71B and revenue of 1.34T, resulting in a net margin of 6.0%.
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%.