InterDigital 对比 Lumentum
可添加、更换或移除公司，最多四家。
简而言之
- Lumentum 规模更大:2026 财年营收 $3.0B，InterDigital 为 $834M，约为后者的 3.6 倍。
- Lumentum 营收增长更快(83.2%，对方为 −4.0%)。
- InterDigital 每一美元销售额中留下的营业利润更多(营业利润率 55.3%，对方为 17.4%)。
- InterDigital 将更多销售额转化为自由现金流(自由现金流利润率 63.4%，对方为 10.0%)。
- InterDigital 的投入资本回报更高(113.5%，对方为 10.4%)。
| 最近财年 | IDCC · FY25 | LITE · FY26 |
|---|---|---|
| 规模 | ||
| 市值 | $11.2B | $56.4B |
| 营收 | $834M | $3.0B |
| 自由现金流 | $529M | $300M |
| 净利润 | $407M | −$6.9B |
| 增长 | ||
| 营收增长 | −4.0% | 83.2% |
| 5年增长率 | 18.4% | 11.6% |
| 股数变化 | 16.0% | 7.2% |
| 盈利能力 | ||
| 毛利率 | — | 41.7% |
| 营业利润率 | 55.3% | 17.4% |
| 净利率 | 48.8% | −230.1% |
| 自由现金流利润率 | 63.4% | 10.0% |
| 资本回报率 | 113.5% | 10.4% |
| 股本回报率 | 41.5% | −240.0% |
| 资产负债表 | ||
| 净债务 | −$769M | $496M |
| 净债务 / EBITDA | −1.4x | 0.6x |
| 股息与回购 | $163M | $0.0M |
| 估值与质量 | ||
| 市盈率 | 38.1x | — |
| Piotroski F 分数 | 6 | 5 |
FY17
IDCC $533M
LITE $1.0B
FY18
IDCC $307M
LITE $1.2B
FY19
IDCC $319M
LITE $1.6B
FY20
IDCC $359M
LITE $1.7B
FY21
IDCC $425M
LITE $1.7B
FY22
IDCC $458M
LITE $1.7B
FY23
IDCC $550M
LITE $1.8B
FY24
IDCC $869M
LITE $1.4B
FY25
IDCC $834M
LITE $1.6B
FY26
IDCC —
LITE $3.0B
IDCC
LITE
FY17
IDCC 56.6%
LITE 4.8%
FY18
IDCC 20.4%
LITE 11.2%
FY19
IDCC 11.9%
LITE −1.4%
FY20
IDCC 15.4%
LITE 12.2%
FY21
IDCC 16.7%
LITE 30.2%
FY22
IDCC 32.9%
LITE 17.7%
FY23
IDCC 40.3%
LITE −6.6%
FY24
IDCC 50.6%
LITE −31.9%
FY25
IDCC 55.3%
LITE −11.0%
FY26
IDCC —
LITE 17.4%
IDCC
LITE
FY17
IDCC $314M
LITE −$53.1M
FY18
IDCC $144M
LITE $154M
FY19
IDCC $84.9M
LITE $164M
FY20
IDCC $152M
LITE $438M
FY21
IDCC $128M
LITE $654M
FY22
IDCC $283M
LITE $368M
FY23
IDCC $209M
LITE $51.3M
FY24
IDCC $266M
LITE −$108M
FY25
IDCC $529M
LITE −$105M
FY26
IDCC —
LITE $300M
IDCC
LITE
FY17
IDCC —
LITE 8.7%
FY18
IDCC —
LITE 23.5%
FY19
IDCC 7.1%
LITE −2.0%
FY20
IDCC 20.3%
LITE 11.3%
FY21
IDCC 22.1%
LITE 27.5%
FY22
IDCC 63.7%
LITE 15.6%
FY23
IDCC —
LITE −4.7%
FY24
IDCC 132.6%
LITE −14.5%
FY25
IDCC 113.5%
LITE −5.3%
FY26
IDCC —
LITE 10.4%
IDCC
LITE
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。