Lumentum holds the cleaner structural position, with the lead spread across growth and profitability. SalMar ASA still has the edge on valuation, which keeps the comparison from looking entirely one-sided. On the market side, Lumentum is in better shape — its trend is intact while SalMar ASA'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. Peer scores are normalised within each company's primary universe (LITE: Nasdaq 100, SALM.OL: STOXX 600).
This is not just a one-metric split: both growth and profitability materially support the lead. Lumentum Holdings Inc. leads by 16 points on the overall comparison score.
These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.
The pair still fits the compare framework, though the long-term structural overlap is relatively light.
The match is driven mainly by revenue stability 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.
Lumentum Holdings Inc. looks stronger, but the price setup still looks more supportive for SalMar ASA.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Where LITE and SALM.OL each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
Growth adds another layer to the lead, with a very wide gap in revenue growth between the two companies.
Absolute pricing still looks more supportive for SalMar ASA, with a forward P/E that is 28 turns lower there.
The lead is built on both growth and profitability — though valuation still provides a counterweight.
Break down the LITE vs SALM.OL comparison across all dimensions with the full interactive tool.
Explore how LITE and SALM.OL 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.
Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.
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.