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Lumentum Holdings vs K+S Aktiengesellschaft: Which Stock Looks Stronger in 2026?

K+S Aktiengesellschaft holds the cleaner structural position, with the lead spread across valuation and profitability. Lumentum does not offset that deficit through any equally strong structural edge elsewhere. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest separation starts in valuation, but profitability adds another real layer to the result. The overall score gap is 38 points in favour of K+S Aktiengesellschaft.

Trajectory Similarity
0.72
Similar
Peer-set rank: #1
within Lumentum Holdings Inc.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

Most of the shared profile comes through investment intensity and revenue stability.

Similarity drivers
investment intensityrevenue stability
What reduces the match
margin trend
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
LITE
Lumentum Holdings Inc.
26
Peer-Score
Signal qualityMedium
vs
SDF.DE
K+S Aktiengesellschaft
64
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Pricing and operating quality both support the lead here.

Dimension spread: LITE vs SDF.DE Profitability 2 38 Stability 31 58 Valuation 9 68 Growth 85 100 LITE SDF.DE
Gap Ranking
#1 Valuation +59
#2 Profitability +36
#3 Stability +27
#4 Growth +15
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for LITE and SDF.DE Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer LITESDF.DE Relative valuation Structural strength

K+S Aktiengesellschaft looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.

Relative Position vs Comparable Companies
Valuation
On valuation, K+S Aktiengesellschaft ranks near the top of the group; Lumentum Holdings Inc. sits in the weaker half.
Profitability
Neither side looks especially strong on profitability, though K+S Aktiengesellschaft still ranks somewhat higher.
Valuation — Dominant Gap
LITE
9
SDF.DE
68
Gap+59in favour of SDF.DE

The multiple-based pricing edge comes from a forward P/E that is 27 turns lower.

What else supports the lead

Profitability gives the lead a second hard layer of support, with a 54-point operating margin advantage.

What this means for the comparison

The lead is built on both valuation and profitability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the LITE vs SDF.DE comparison across all dimensions with the full interactive tool.

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Similar valuation-and-profitability comparisons

Explore how LITE and SDF.DE 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.

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.