VIST vs. LITE
VIST (Vista Energy, S.A.B. de C.V.) and LITE (Lumentum Holdings Inc.) are both stocks. VIST operates in Oil & Gas E&P (Energy), while LITE operates in Communication Equipment (Technology). Over the past 5 years, VIST returned 71.42%/yr vs 53.42%/yr for LITE. Their 0.17 correlation means their historical movements had little consistent relationship.
Performance
VIST vs. LITE - Performance Comparison
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Returns By Period
In the year-to-date period, VIST achieves a 44.78% return, which is significantly lower than LITE's 93.69% return.
VIST
- 1D
- 2.74%
- 1M
- 12.38%
- 6M
- 16.47%
- YTD
- 44.78%
- 1Y
- 57.61%
- 3Y*
- 39.75%
- 5Y*
- 71.42%
- 10Y*
- —
- ALL TIME*
- 35.77%
LITE
- 1D
- 2.99%
- 1M
- -10.89%
- 6M
- 82.20%
- YTD
- 93.69%
- 1Y
- 548.56%
- 3Y*
- 140.32%
- 5Y*
- 53.42%
- 10Y*
- 37.52%
- ALL TIME*
- 36.04%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.39B | $3.22B | $4.79B | |
| $67.07M | $65.42M | $69.21M |
VIST vs. LITE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VIST Vista Energy, S.A.B. de C.V. | 44.78% | -10.07% | 83.36% | 88.44% | 193.81% | 108.20% | -67.39% | -4.85% |
LITE Lumentum Holdings Inc. | 93.69% | 339.06% | 60.15% | 0.48% | -50.68% | 11.57% | 19.55% | 35.46% |
Correlation
The correlation between VIST and LITE is 0.10, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 2019 | 0.17 |
Fundamentals
VIST:
$7.35B
LITE:
$55.54B
VIST:
$7.61
LITE:
$5.03
VIST:
9.26
LITE:
141.90
VIST:
2.21
LITE:
25.09
VIST:
2.42
LITE:
23.10
VIST:
$3.53B
LITE:
$2.49B
VIST:
$1.74B
LITE:
$938.50M
VIST:
$2.39B
LITE:
$470.10M
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Return for Risk
VIST vs. LITE — Risk / Return Rank
VIST
LITE
VIST vs. LITE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vista Energy, S.A.B. de C.V. (VIST) 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.
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.
| VIST | LITE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.50 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 12.93 | -10.71 |
| Martin ratioReturn relative to average drawdown | 4.72 | 44.86 | -40.15 |
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Drawdowns
VIST vs. LITE - Drawdown Comparison
The maximum VIST drawdown since its inception was -81.19%, which is greater than LITE's maximum drawdown of -66.89%. Use the drawdown chart below to compare losses from any high point for VIST and LITE.
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Drawdown Indicators
| VIST | LITE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.19% | -66.89% | -14.30% |
Max Drawdown (1Y)Largest decline over 1 year | -26.13% | -42.80% | +16.67% |
Max Drawdown (3Y)Largest decline over 3 years | -43.36% | -50.63% | +7.27% |
Max Drawdown (5Y)Largest decline over 5 years | -43.36% | -66.48% | +23.12% |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.89% | — |
Current DrawdownCurrent decline from peak | -11.10% | -32.21% | +21.11% |
Average DrawdownAverage peak-to-trough decline | -28.02% | -23.59% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.25% | 12.31% | -0.06% |
Volatility
VIST vs. LITE - Volatility Comparison
The current volatility for Vista Energy, S.A.B. de C.V. (VIST) is 12.90%, while Lumentum Holdings Inc. (LITE) has a volatility of 31.86%. This indicates that VIST 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
| VIST | LITE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.90% | 31.86% | -18.96% |
Volatility (6M)Calculated over the trailing 6-month period | 32.64% | 70.58% | -37.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.98% | 93.02% | -43.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.40% | 61.98% | -10.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 60.79% | 57.45% | +3.34% |
Dividends
VIST vs. LITE - Dividend Comparison
Neither VIST nor LITE has paid dividends to shareholders.
Financials
VIST vs. LITE - Financials Comparison
This section allows you to compare key financial metrics between Vista Energy, S.A.B. de C.V. 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
VIST vs. LITE - Profitability Comparison
VIST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Vista Energy, S.A.B. de C.V. reported a gross profit of 708.33M and revenue of 1.23B. Therefore, the gross margin over that period was 57.4%.
LITE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
VIST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Vista Energy, S.A.B. de C.V. reported an operating income of 546.37M and revenue of 1.23B, resulting in an operating margin of 44.2%.
LITE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Lumentum Holdings Inc. reported an operating income of 174.50M and revenue of 808.40M, resulting in an operating margin of 21.6%.
VIST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Vista Energy, S.A.B. de C.V. reported a net income of 332.99M and revenue of 1.23B, resulting in a net margin of 27.0%.
LITE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Lumentum Holdings Inc. reported a net income of 144.20M and revenue of 808.40M, resulting in a net margin of 17.8%.
Frequently Asked Questions
VIST and LITE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LITE has higher volatility (31.86%) compared to VIST (12.90%). In terms of maximum drawdown, VIST dropped -81.19% vs LITE's -66.89%.
LITE currently has the higher Sharpe Ratio (5.95 vs 1.16), 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.
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