Trajectory Analysis · Growth Trajectory

Companies with a Lumentum Holdings Inc.-like Growth Trajectory

25 companies with strong revenue growth dynamics comparable to Lumentum Holdings Inc. (LITE) — identified by structural trajectory analysis, not sector labels alone.

Reference score: 85 · Updated 2026-04-05 · All companies similar to LITE →

Reference

LITE

Lumentum Holdings Inc.

Growth Trajectory score

Score range used for matching: 73–97

Companies with a similar growth trajectory to Lumentum Holdings Inc.

Ranked by closeness of growth score to LITE's reference score of 85. Delta shown in parentheses.

#	Company	Growth Trajectory
#1	Unilever PLC ULVR.L · Consumer Defensive similar →	85(+0)	Analysis
#2	Range Resources Corporation RRC · Energy similar →	85(+0)	Analysis
#3	DTE Energy Company DTE · Utilities similar →	85(+0)	Analysis
#4	Dollar Tree, Inc. DLTR · Consumer Defensive similar →	85(+0)	Analysis
#5	FTAI Aviation Ltd. FTAI · Industrials similar →	85(+0)	Analysis
#6	Advanced Micro Devices, Inc. AMD · Technology similar →	85(+0)	Analysis
#7	Delivery Hero SE DHER.DE · Consumer Cyclical similar →	85(+0)	Analysis
#8	TAG Immobilien AG TEG.DE · Real Estate similar →	85(+0)	Analysis
#9	ResMed Inc. RMD · Healthcare similar →	86(+1)	Analysis
#10	Booking Holdings Inc. BKNG · Consumer Cyclical similar →	86(+1)	Analysis
#11	Talanx AG TLX.DE · Financial Services similar →	86(+1)	Analysis
#12	Alphabet Inc. GOOGL · Communication Services similar →	86(+1)	Analysis
#13	Banco Comercial Português, S.A. BCP.LS · Financial Services similar →	86(+1)	Analysis
#14	Meta Platforms, Inc. META · Communication Services similar →	86(+1)	Analysis
#15	Iberdrola, S.A. IBE.MC · Utilities similar →	86(+1)	Analysis
#16	Intuitive Surgical, Inc. ISRG · Healthcare similar →	86(+1)	Analysis
#17	Blackstone Inc. BX · Financial Services similar →	86(+1)	Analysis
#18	Costco Wholesale Corporation COST · Consumer Defensive similar →	86(+1)	Analysis
#19	Amphenol Corporation APH · Technology similar →	84(−1)	Analysis
#20	Experian plc EXPN.L · Industrials similar →	84(−1)	Analysis

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Trajectory similarity is rule-based and descriptive — not investment advice. Companies are matched by score proximity on a single dimension; this does not imply equivalence across all financial characteristics. Based on peer-relative structural scores in the AssetNext universe.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.