Lumentum or Applied Materials — which is the better buy?

The honest answer comes from running the same workflow on both: quality score, valuation ceiling versus today's price, and which thesis breaks worry you more. The snapshot table below gives the current dated state of each.

How are LITE and AMAT different?

Lumentum trades on US (Technology); Applied Materials trades on US (Technology). Market, currency, liquidity, and disclosure regimes differ — the workflow stays identical, so the comparison is fair.

Comparison · Updated 2026-08-29

Lumentum vs Applied Materials

Which is stronger right now? The dated snapshot below answers it with quality, valuation ceiling, risk, and timing — side by side, then the full decision brief.

By the Balance Labs Research Desk · Reviewed by the editorial review board · 2026-08-29

Two tickers, one decision framework. Instead of vibes, put both names through the same quality → valuation → thesis-breaks → timing process and let the weaker story drop.

Key facts — quick answer

LITE = Lumentum (US) · AMAT = Applied Materials (US).
Snapshot 2026-08-29: LITE $956.14 · signal LONG · ret +1064.5% ‖ AMAT $482.36 · signal LONG · ret +189.3%.
The one with the wider gap between price and its valuation ceiling — at equal quality — usually wins the slot.

Snapshot comparison (2026-08-29)

	LITE	AMAT
Company	Lumentum	Applied Materials
Market	🇺🇸 US	🇺🇸 US
Sector	Technology	Technology
Price	$956.14	$482.36
Signal	LONG · +1064.5%	LONG · +189.3%
Total return	+1064.5%	+189.3%

Decide it with the calculator

Run both names through the free intrinsic value calculator — the one with the wider gap between price and ceiling on equal quality usually wins the slot.

See the full decision brief

LITE decision brief AMAT decision brief

Deeper comparison — Lumentum (LITE) vs Applied Materials (AMAT)

Beyond the snapshot above, the real comparison comes from running the same workflow on both companies: score quality, set the valuation ceiling, and write the break conditions for each. The framework stays identical; only the data changes.

Dimension	LITE	AMAT
Market	🇺🇸 US	🇺🇸 US
Sector	Technology	Technology
STM signal	LONG	LONG
uPnL	+1064.5%	+189.3%
Total return	+1064.5%	+189.3%

Use this table as a starting point, not an answer. The decision comes from running the full workflow on both companies — LITE brief · AMAT brief — and comparing the outputs side by side.

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Cite this page

Balance Labs Research Desk. "Lumentum vs Applied Materials" https://balancelabs.app/stocks/compare/lite-vs-amat. Data snapshot: 2026-08-29. CC BY 4.0 with attribution.

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