LITE vs SMTC
LITE: A global leader in optical and photonic components and systems that power the world’s high-capacity data networks, AI infrastructure, and precision industrial laser applications. SMTC: Semtech provides essential analog, mixed-signal, and IoT connectivity solutions that bridge the gap between physical infrastructure and the digital intelligence of modern AI-powered data centers and smart networks.
Side-by-side fundamentals
| Metric | LITE | SMTC | Edge |
|---|---|---|---|
| Price as of 2026-08-11 close | $820.59 | $131.18 | |
| Market cap as of 2026-08-12 | $63.8B | $12.2B | |
| P/E as of 2026-08-12 | 146.41 | n/a | |
| PEG as of 2026-08-12 | 0.90 | n/a | |
| Net margin as of 2026-08-12 | +17.7% | -3.0% | LITE higher |
| Gross margin as of 2026-08-12 | +37.7% | +51.6% | SMTC higher |
| Operating margin as of 2026-08-12 | +10.6% | -0.8% | LITE higher |
| ROE as of 2026-08-12 | +30.7% | -5.9% | LITE higher |
| ROA as of 2026-08-12 | +8.5% | -2.3% | LITE higher |
| Debt / equity as of 2026-08-12 | 1.10 | 0.86 | SMTC lower |
| Revenue growth (YoY) as of 2026-08-12 | n/a | +14.2% | |
| Revenue CAGR (3y) SEC XBRL | -1.3% | +11.5% | SMTC higher |
| Beta as of 2026-08-12 | 1.52 | 2.47 | |
| 1-year return as of 2026-08-11 close | +613.4% | +170.1% | LITE higher |
Fundamentals: market data, as of 2026-08-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-11.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.