Lumentum holds the cleaner structural position, with growth as the main driver and stability adding further support. On the market side, Lumentum is in better shape — its trend is intact while CoStar's trend has broken down. That puts structure and market broadly in agreement — Lumentum's lead looks more confirmed than conflicted.
The comparison is based on similar long-term financial trajectories, not sector labels.
This is not just a one-metric split: both growth and stability materially support the lead. Lumentum Holdings Inc. leads by 9 points on the overall comparison score.
This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.
A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.
The match is driven mainly by recent revenue growth and margin trend.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The largest gaps do not all point in the same direction.
Left means cheaper relative valuation. Higher means stronger structure.
The setup stays mixed because structure and the price setup do not align cleanly in one direction.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Growth adds another layer to the lead, with a very wide gap in revenue growth between the two companies.
CoStar Group, Inc. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.
Growth is the clearest driver, and stability also supports Lumentum Holdings Inc.'s broader structural position.
Break down the CSGP vs LITE comparison across all dimensions with the full interactive tool.
Explore how CSGP and LITE each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
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.