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OCC vs LUMN
Revenue, margins, valuation, and 5-year total return — side by side.
Telecommunications Services
OCC vs LUMN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Communication Equipment | Telecommunications Services |
| Market Cap | $82M | $8.71B |
| Revenue (TTM) | $74M | $12.12B |
| Net Income (TTM) | $-745K | $-1.74B |
| Gross Margin | 31.7% | 35.2% |
| Operating Margin | 0.3% | -2.6% |
| Forward P/E | 33.4x | — |
| Total Debt | $12M | $17.71B |
| Cash & Equiv. | $238K | $1.00B |
OCC vs LUMN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Optical Cable Corpo… (OCC) | 100 | 400.4 | +300.4% |
| Lumen Technologies,… (LUMN) | 100 | 86.1 | -13.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OCC vs LUMN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
OCC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 2.12
- Rev growth 9.5%, EPS growth 66.7%, 3Y rev CAGR 1.9%
- 311.7% 10Y total return vs LUMN's -35.7%
LUMN is the clearest fit if your priority is value and dividends.
- Better valuation composite
- 0.0% yield; the other pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.5% revenue growth vs LUMN's -5.4% | |
| Value | Better valuation composite | |
| Quality / Margins | -1.0% margin vs LUMN's -14.3% | |
| Stability / Safety | Beta 2.12 vs LUMN's 2.74 | |
| Dividends | 0.0% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +206.1% vs LUMN's +100.0% | |
| Efficiency (ROA) | -1.9% ROA vs LUMN's -5.3%, ROIC -1.0% vs -0.8% |
OCC vs LUMN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
OCC vs LUMN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
OCC leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LUMN is the larger business by revenue, generating $12.1B annually — 164.4x OCC's $74M. OCC is the more profitable business, keeping -1.0% of every revenue dollar as net income compared to LUMN's -14.3%. On growth, OCC holds the edge at +4.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $74M | $12.1B |
| EBITDAEarnings before interest/tax | $995,692 | $2.4B |
| Net IncomeAfter-tax profit | -$744,565 | -$1.7B |
| Free Cash FlowCash after capex | -$455,167 | $5.4B |
| Gross MarginGross profit ÷ Revenue | +31.7% | +35.2% |
| Operating MarginEBIT ÷ Revenue | +0.3% | -2.6% |
| Net MarginNet income ÷ Revenue | -1.0% | -14.3% |
| FCF MarginFCF ÷ Revenue | -0.6% | +44.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.4% | -8.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +68.0% | 0.0% |
Valuation Metrics
LUMN leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, LUMN's 9.9x EV/EBITDA is more attractive than OCC's 245.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $82M | $8.7B |
| Enterprise ValueMkt cap + debt − cash | $93M | $25.4B |
| Trailing P/EPrice ÷ TTM EPS | -55.61x | -4.83x |
| Forward P/EPrice ÷ next-FY EPS est. | 33.37x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 245.13x | 9.91x |
| Price / SalesMarket cap ÷ Revenue | 1.12x | 0.70x |
| Price / BookPrice ÷ Book value/share | 3.73x | — |
| Price / FCFMarket cap ÷ FCF | 73.29x | 23.49x |
Profitability & Efficiency
OCC leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
OCC delivers a -3.6% return on equity — every $100 of shareholder capital generates $-4 in annual profit, vs $-79 for LUMN. On the Piotroski fundamental quality scale (0–9), OCC scores 6/9 vs LUMN's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -3.6% | -79.4% |
| ROA (TTM)Return on assets | -1.9% | -5.3% |
| ROICReturn on invested capital | -1.0% | -0.8% |
| ROCEReturn on capital employed | -1.8% | -0.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.53x | — |
| Net DebtTotal debt minus cash | $11M | $16.7B |
| Cash & Equiv.Liquid assets | $237,508 | $1.0B |
| Total DebtShort + long-term debt | $12M | $17.7B |
| Interest CoverageEBIT ÷ Interest expense | 0.22x | -1.12x |
Total Returns (Dividends Reinvested)
OCC leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in OCC five years ago would be worth $29,966 today (with dividends reinvested), compared to $7,119 for LUMN. Over the past 12 months, OCC leads with a +206.1% total return vs LUMN's +100.0%. The 3-year compound annual growth rate (CAGR) favors LUMN at 54.4% vs OCC's 34.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +119.0% | +10.0% |
| 1-Year ReturnPast 12 months | +206.1% | +100.0% |
| 3-Year ReturnCumulative with dividends | +141.8% | +267.8% |
| 5-Year ReturnCumulative with dividends | +199.7% | -28.8% |
| 10-Year ReturnCumulative with dividends | +311.7% | -35.7% |
| CAGR (3Y)Annualised 3-year return | +34.2% | +54.4% |
Risk & Volatility
OCC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
OCC is the less volatile stock with a 2.12 beta — it tends to amplify market swings less than LUMN's 2.74 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.12x | 2.74x |
| 52-Week HighHighest price in past year | $13.95 | $11.95 |
| 52-Week LowLowest price in past year | $2.44 | $3.37 |
| % of 52W HighCurrent price vs 52-week peak | +71.8% | +70.8% |
| RSI (14)Momentum oscillator 0–100 | 50.6 | 73.4 |
| Avg Volume (50D)Average daily shares traded | 215K | 12.5M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates OCC as "Buy" and LUMN as "Hold".
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | — | $7.08 |
| # AnalystsCovering analysts | 1 | 28 |
| Dividend YieldAnnual dividend ÷ price | — | +0.0% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | — | $0.00 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
OCC leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). LUMN leads in 1 (Valuation Metrics).
OCC vs LUMN: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is OCC or LUMN a better buy right now?
For growth investors, Optical Cable Corporation (OCC) is the stronger pick with 9.
5% revenue growth year-over-year, versus -5. 4% for Lumen Technologies, Inc. (LUMN). Analysts rate Optical Cable Corporation (OCC) a "Buy" — based on 1 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — OCC or LUMN?
Over the past 5 years, Optical Cable Corporation (OCC) delivered a total return of +199.
7%, compared to -28. 8% for Lumen Technologies, Inc. (LUMN). Over 10 years, the gap is even starker: OCC returned +311. 7% versus LUMN's -35. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — OCC or LUMN?
By beta (market sensitivity over 5 years), Optical Cable Corporation (OCC) is the lower-risk stock at 2.
12β versus Lumen Technologies, Inc. 's 2. 74β — meaning LUMN is approximately 29% more volatile than OCC relative to the S&P 500.
04Which is growing faster — OCC or LUMN?
By revenue growth (latest reported year), Optical Cable Corporation (OCC) is pulling ahead at 9.
5% versus -5. 4% for Lumen Technologies, Inc. (LUMN). On earnings-per-share growth, the picture is similar: Optical Cable Corporation grew EPS 66. 7% year-over-year, compared to -30. 4% for Lumen Technologies, Inc.. Over a 3-year CAGR, OCC leads at 1. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — OCC or LUMN?
Optical Cable Corporation (OCC) is the more profitable company, earning -2.
0% net margin versus -14. 0% for Lumen Technologies, Inc. — meaning it keeps -2. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OCC leads at -0. 6% versus -1. 5% for LUMN. At the gross margin level — before operating expenses — LUMN leads at 46. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — OCC or LUMN?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is OCC or LUMN better for a retirement portfolio?
For long-horizon retirement investors, Optical Cable Corporation (OCC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+311.
7% 10Y return). Lumen Technologies, Inc. (LUMN) carries a higher beta of 2. 74 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (OCC: +311. 7%, LUMN: -35. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between OCC and LUMN?
These companies operate in different sectors (OCC (Technology) and LUMN (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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