SELX
Semilux International Ltd. Ordinary Shares
Hardware, Equipment & Parts
Market Cap$3M
5Y Perf.-54.4%
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Stock Comparison
SELX vs LITE
Revenue, margins, valuation, and 5-year total return — side by side.
LITE
Lumentum Holdings Inc.
Communication Equipment
Market Cap$63.74B
5Y Perf.+1741.9%
SELX vs LITE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SELX | LITE |
|---|---|---|
| Industry | Hardware, Equipment & Parts | Communication Equipment |
| Market Cap | $3M | $63.74B |
| Revenue (TTM) | $48M | $2.49B |
| Net Income (TTM) | $-79M | $440M |
| Gross Margin | -36.1% | 37.7% |
| Operating Margin | -191.7% | 9.5% |
| Forward P/E | — | 114.4x |
| Total Debt | $148M | $2.61B |
| Cash & Equiv. | $202M | $521M |
SELX vs LITE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SELX
LITE
| Stock | Feb 24 | May 26 | Return |
|---|---|---|---|
| Semilux Internation… (SELX) | 100 | 45.6 | -54.4% |
| Lumentum Holdings I… (LITE) | 100 | 1841.9 | +1741.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SELX vs LITE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: LITE leads in 4 of 6 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Semilux International Ltd. Ordinary Shares is the stronger pick specifically for capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
SELX
Semilux International Ltd. Ordinary Shares
The Income Pick
SELX is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 0.30
- Lower volatility, beta 0.30, Low D/E 52.5%, current ratio 2.89x
- Beta 0.30, current ratio 2.89x
Best for: income & stability and sleep-well-at-night
LITE
Lumentum Holdings Inc.
The Growth Play
LITE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 21.0%, EPS growth 104.6%, 3Y rev CAGR -1.3%
- 36.4% 10Y total return vs SELX's -94.4%
- 21.0% revenue growth vs SELX's -67.9%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | LITE | 21.0% revenue growth vs SELX's -67.9% |
| Quality / Margins | LITE | 17.7% margin vs SELX's -165.2% |
| Stability / Safety | SELX | Beta 0.30 vs LITE's 2.69, lower leverage |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | LITE | +12.5% vs SELX's -76.6% |
| Efficiency (ROA) | LITE | 8.5% ROA vs SELX's -19.0%, ROIC -4.3% vs -24.6% |
SELX vs LITE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2023
FY 2023
SELX vs LITE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLITELAGGINGSELX
SELXSemilux International…
1leads
LITELumentum Holdings Inc.
3leads
6 Total Categories
CATEGORYLEADERvs SELXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
LITE4/4
Valuation MetricsMultiples, price ratios, and targets
SELX3/3
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LITE6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
LITE6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
LITE leads this category, winning 4 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
LITE is the larger business by revenue, generating $2.5B annually — 51.8x SELX's $48M. LITE is the more profitable business, keeping 17.7% of every revenue dollar as net income compared to SELX's -165.2%.
| Metric | SELXSemilux Internati… | LITELumentum Holdings… |
|---|---|---|
| RevenueTrailing 12 months | $48M | $2.5B |
| EBITDAEarnings before interest/tax | -$68M | $425M |
| Net IncomeAfter-tax profit | -$79M | $440M |
| Free Cash FlowCash after capex | -$82M | $399M |
| Gross MarginGross profit ÷ Revenue | -36.1% | +37.7% |
| Operating MarginEBIT ÷ Revenue | -191.7% | +9.5% |
| Net MarginNet income ÷ Revenue | -165.2% | +17.7% |
| FCF MarginFCF ÷ Revenue | -170.5% | +16.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +90.1% |
| EPS Growth (YoY)Latest quarter vs prior year | — | +3.3% |
LITE leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
SELX leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | SELXSemilux Internati… | LITELumentum Holdings… |
|---|---|---|
| Market CapShares × price | $3M | $63.7B |
| Enterprise ValueMkt cap + debt − cash | $1M | $65.8B |
| Trailing P/EPrice ÷ TTM EPS | -1.81x | 2412.94x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 114.43x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 859.43x |
| Price / SalesMarket cap ÷ Revenue | 2.76x | 38.75x |
| Price / BookPrice ÷ Book value/share | 0.32x | 54.76x |
| Price / FCFMarket cap ÷ FCF | — | — |
SELX leads this category, winning 3 of 3 comparable metrics.
Profitability & Efficiency
LITE leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
LITE delivers a 30.7% return on equity — every $100 of shareholder capital generates $31 in annual profit, vs $-31 for SELX. SELX carries lower financial leverage with a 0.52x debt-to-equity ratio, signaling a more conservative balance sheet compared to LITE's 2.30x. On the Piotroski fundamental quality scale (0–9), LITE scores 7/9 vs SELX's 3/9, reflecting strong financial health.
| Metric | SELXSemilux Internati… | LITELumentum Holdings… |
|---|---|---|
| ROE (TTM)Return on equity | -31.4% | +30.7% |
| ROA (TTM)Return on assets | -19.0% | +8.5% |
| ROICReturn on invested capital | -24.6% | -4.3% |
| ROCEReturn on capital employed | -20.8% | -4.8% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 |
| Debt / EquityFinancial leverage | 0.52x | 2.30x |
| Net DebtTotal debt minus cash | -$54M | $2.1B |
| Cash & Equiv.Liquid assets | $202M | $521M |
| Total DebtShort + long-term debt | $148M | $2.6B |
| Interest CoverageEBIT ÷ Interest expense | -84.30x | 9.62x |
LITE leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
LITE leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LITE five years ago would be worth $107,656 today (with dividends reinvested), compared to $558 for SELX. Over the past 12 months, LITE leads with a +1247.8% total return vs SELX's -76.6%. The 3-year compound annual growth rate (CAGR) favors LITE at 165.2% vs SELX's -61.8% — a key indicator of consistent wealth creation.
| Metric | SELXSemilux Internati… | LITELumentum Holdings… |
|---|---|---|
| YTD ReturnYear-to-date | -42.5% | +131.2% |
| 1-Year ReturnPast 12 months | -76.6% | +1247.8% |
| 3-Year ReturnCumulative with dividends | -94.4% | +1764.2% |
| 5-Year ReturnCumulative with dividends | -94.4% | +976.6% |
| 10-Year ReturnCumulative with dividends | -94.4% | +3635.5% |
| CAGR (3Y)Annualised 3-year return | -61.8% | +165.2% |
LITE leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — SELX and LITE each lead in 1 of 2 comparable metrics.
Risk & Volatility
SELX is the less volatile stock with a 0.30 beta — it tends to amplify market swings less than LITE's 2.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LITE currently trades 87.4% from its 52-week high vs SELX's 19.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SELXSemilux Internati… | LITELumentum Holdings… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.30x | 2.69x |
| 52-Week HighHighest price in past year | $1.85 | $1021.00 |
| 52-Week LowLowest price in past year | $0.23 | $60.38 |
| % of 52W HighCurrent price vs 52-week peak | +19.7% | +87.4% |
| RSI (14)Momentum oscillator 0–100 | 45.5 | 58.8 |
| Avg Volume (50D)Average daily shares traded | 2.0M | 6.4M |
Evenly matched — SELX and LITE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
| Metric | SELXSemilux Internati… | LITELumentum Holdings… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $643.18 |
| # AnalystsCovering analysts | — | 24 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.1% |
Insufficient data to determine a leader in this category.
Key Takeaway
LITE leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SELX leads in 1 (Valuation Metrics). 1 tied.
Best OverallLumentum Holdings Inc. (LITE)Leads 3 of 6 categories
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SELX vs LITE: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is SELX or LITE a better buy right now?
For growth investors, Lumentum Holdings Inc.
(LITE) is the stronger pick with 21. 0% revenue growth year-over-year, versus -67. 9% for Semilux International Ltd. Ordinary Shares (SELX). Lumentum Holdings Inc. (LITE) offers the better valuation at 2412. 9x trailing P/E (114. 4x forward), making it the more compelling value choice. Analysts rate Lumentum Holdings Inc. (LITE) a "Buy" — based on 24 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 — SELX or LITE?
Over the past 5 years, Lumentum Holdings Inc.
(LITE) delivered a total return of +976. 6%, compared to -94. 4% for Semilux International Ltd. Ordinary Shares (SELX). Over 10 years, the gap is even starker: LITE returned +36. 4% versus SELX's -94. 4%. 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 — SELX or LITE?
By beta (market sensitivity over 5 years), Semilux International Ltd.
Ordinary Shares (SELX) is the lower-risk stock at 0. 30β versus Lumentum Holdings Inc. 's 2. 69β — meaning LITE is approximately 809% more volatile than SELX relative to the S&P 500. On balance sheet safety, Semilux International Ltd. Ordinary Shares (SELX) carries a lower debt/equity ratio of 52% versus 2% for Lumentum Holdings Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — SELX or LITE?
By revenue growth (latest reported year), Lumentum Holdings Inc.
(LITE) is pulling ahead at 21. 0% versus -67. 9% for Semilux International Ltd. Ordinary Shares (SELX). On earnings-per-share growth, the picture is similar: Lumentum Holdings Inc. grew EPS 104. 6% year-over-year, compared to -436. 9% for Semilux International Ltd. Ordinary Shares. Over a 3-year CAGR, LITE leads at -1. 3% 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 — SELX or LITE?
Lumentum Holdings Inc.
(LITE) is the more profitable company, earning 1. 6% net margin versus -152. 3% for Semilux International Ltd. Ordinary Shares — meaning it keeps 1. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LITE leads at -10. 9% versus -228. 8% for SELX. At the gross margin level — before operating expenses — LITE leads at 28. 0%, 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 — SELX or LITE?
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 SELX or LITE better for a retirement portfolio?
For long-horizon retirement investors, Semilux International Ltd.
Ordinary Shares (SELX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 30)). Lumentum Holdings Inc. (LITE) carries a higher beta of 2. 69 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SELX: -94. 4%, LITE: +36. 4%), 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 SELX and LITE?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SELX is a small-cap quality compounder stock; LITE is a mid-cap high-growth stock. 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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