Lumentum vs RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) — how do they compare? Lumentum trades at $862.82 (market cap $89.49B), while RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) trades at $38.05 (market cap $63.57B). The key difference: Lumentum is the larger of the two by market cap, and RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) pays a 2.49% dividend while Lumentum pays none. Which is the better fit depends on your goals.
| LITE | RELX | |
|---|---|---|
Market Cap | $89.49B | $63.57B |
Volume | 3,978,382 | 1,602,093 |
Sector | Technology | Industrials |
52-Week High | $1.13K | $46.80 |
52-Week Low | $156.57 | $27.73 |
Typical Hold Time | 5 Days | — |
Enterprise Value | $88.43B | $75.05B |
Dividend Yield | — | 2.49% |
Signals from Pluang's Aura AI — not financial advice
Lumentum (LITE) trades at $987.99, down 0.75% today amid a sector-wide sell-off in optical stocks, yet maintains a bullish technical trend with strong analyst support. The company reported three consecutive quarterly earnings beats, with Q3 2026 results pending, and demonstrates robust revenue growth projections fueled by AI data center demand, though profitability metrics show significant losses. Recent news highlights capacity sold out through early 2029, underscoring strong demand but also supply constraints.
Outlook is positive due to explosive AI-driven demand and a solid backlog, but risks include high valuation multiples, negative net income margin, and sensitivity to AI funding sentiment. Institutional ownership and analyst consensus lean bullish, with a price target of $1,110, suggesting potential upside if execution meets expectations.
RELX trades at $36.70, up 0.44% with neutral technical signals. The company demonstrates strong profitability with 23.27% net margins and 132.36% ROE, though valuation metrics appear elevated with P/E of 22.21 and P/B of 38.89. Recent earnings show mixed results with Q2 2026 beating expectations while Q4 2025 missed. Analyst sentiment remains positive with 71% buy ratings and consensus price target of $26.00.
The investment case balances strong fundamentals against premium valuation. Growth catalysts include AI-driven product adoption and margin expansion, while risks involve competitive pressures and valuation concerns. With solid cash flow generation and institutional support, RELX offers quality exposure but requires monitoring of valuation multiples and competitive dynamics.
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Lumentum develops photonic products, including optical components, transceivers, and lasers. Its technologies support data centers, communications networks, industrial manufacturing, and sensing applications.
Read more on LITE →RELX PLC is a UK-based information and analytics company operating across four segments: Risk (fraud prevention and compliance analytics via LexisNexis Risk Solutions), Scientific, Technical & Medical (Elsevier's research and clinical content), Legal (LexisNexis Legal & Professional's research tools), and Exhibitions (RX's trade events). It serves professional, business, and government customers worldwide.
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