vs
LASR
Updated 2026-05-08
Jamf Holding Corp. (JAMF) vs nLIGHT, Inc. (LASR): Stock Comparison 2026
Quick verdict: JAMF vs LASR in 2026
LASR appears to have the overall edge in this jamf vs lasr stock comparison 2026, primarily driven by its superior revenue growth and strong analyst sentiment. While JAMF demonstrates better metrics in certain areas like Free Cash Flow yield and a less demanding Price-to-Book ratio, LASR’s significantly higher revenue growth of 31.6% and overwhelming analyst “Buy” consensus make it stand out. LASR is the clear growth leader, with analysts predicting a positive upside of +5.4%, whereas JAMF’s target is slightly negative. LASR also shows a slightly better net margin and less negative DCF. Not investment advice.
Best for Value: JAMF
Best for Income: Not suitable
JAMF vs LASR: key metrics side by side
Full side-by-side comparison of JAMF and LASR across valuation, profitability, growth and analyst sentiment. Data updated 2026-05-08.
| Metric | JAMF | LASR |
|---|---|---|
| Revenue (TTM) | $627,399,000 JAMF wins | $261,330,000 |
| Revenue growth YoY | 11.9% | 31.6% LASR wins |
| Gross margin | 76.82% JAMF wins | 31.28% |
| Net margin | -5.98% | -5.08% LASR wins |
| EBITDA margin | 2.48% JAMF wins | -1.13% |
| ROE | N/A% | N/A% |
| FCF yield | 6.17% JAMF wins | 0.6% |
| P/E ratio | -42.01x | -243.21x LASR wins |
| P/B ratio | 2.2x JAMF wins | 8.35x |
| Debt / equity | 0.98x | 0.08x LASR wins |
| Dividend yield | 0% | 0% |
| Buy rating % | 33.3% | 92.3% LASR wins |
| Analyst consensus | Hold | Buy |
| Price target upside | -0.4% | +5.4% LASR wins |
| DCF upside | -377.5% | -109.1% LASR wins |
| FMP rating | N/A | C- |
JAMF vs LASR valuation comparison
In analyzing jamf vs lasr fundamentals and valuation, both Jamf Holding Corp. (JAMF) and nLIGHT, Inc. (LASR) present challenging valuation metrics, largely due to their current unprofitability. JAMF trades at a Price/Earnings (P/E) ratio of -42.01x, which, while negative, is considerably less extreme than LASR’s P/E of -243.21x. For companies with negative earnings, a P/E ratio is difficult to interpret in a traditional sense, but a less negative figure often suggests a higher market capitalization relative to its losses, or expectations for a quicker return to profitability. When examining the Price/Book (P/B) ratio, JAMF appears significantly cheaper at 2.2x compared to LASR’s much higher P/B of 8.35x. This suggests that JAMF is valued closer to its tangible assets, making it potentially more appealing from a traditional value perspective.
Delving deeper into discounted cash flow (DCF) models, both companies exhibit deeply negative valuations, highlighting significant future uncertainties or current operational challenges. JAMF’s DCF upside is estimated at an alarming -377.5%, indicating a severe overvaluation according to this model’s assumptions. LASR, while also showing a negative DCF upside, is comparatively better at -109.1%. This suggests that while both stocks are considered overvalued by this metric, LASR’s intrinsic value gap is less extreme than JAMF’s. Therefore, for investors prioritizing a lower price relative to assets or less severe negative P/E, JAMF might seem cheaper, but LASR’s DCF indicates a slightly less dire intrinsic valuation picture. This intricate jamf vs lasr valuation landscape requires investors to weigh different metrics based on their specific investment philosophy.
JAMF vs LASR growth comparison
When considering jamf vs lasr growth potential, nLIGHT, Inc. (LASR) clearly outpaces Jamf Holding Corp. (JAMF) in top-line expansion. LASR reported an impressive year-over-year revenue growth of +31.6%, signaling strong market demand and effective execution within its sector. In contrast, JAMF’s revenue growth stood at +11.9%. While 11.9% is respectable, it doesn’t match the robust momentum demonstrated by LASR. This stark difference in revenue growth rate positions LASR as the clear leader for investors prioritizing rapid expansion and market penetration in their jamf vs lasr stock comparison 2026.
Despite LASR’s superior revenue growth, a closer look at profitability margins reveals a more nuanced picture. JAMF exhibits a positive EBITDA margin of 2.48%, indicating that it generates positive earnings before interest, taxes, depreciation, and amortization. LASR, on the other hand, struggles with an EBITDA margin of -1.13%, suggesting its core operations are not yet profitable at this level. Both companies have negative net margins, with JAMF at -5.98% and LASR slightly better at -5.08%. This implies that while LASR is growing faster, JAMF demonstrates better operational efficiency at the EBITDA level. Investors focusing on growth momentum would lean towards LASR, but those concerned with near-term operational profitability might find JAMF’s positive EBITDA margin more reassuring amidst their respective growth trajectories.
JAMF vs LASR profitability
Evaluating the profitability for jamf vs lasr, both companies are currently operating at a net loss, reflecting common challenges for growth-oriented technology firms. Jamf Holding Corp. (JAMF) recorded a net margin of -5.98%, which is slightly worse than nLIGHT, Inc.’s (LASR) net margin of -5.08%. While neither figure indicates true profitability, LASR demonstrates a marginally better performance in converting revenue into net income, or rather, minimizing its net losses. Both companies have N/A% for Return on Equity (ROE), which is expected given their negative net incomes and makes a direct comparison on this metric impossible with the provided data.
However, the Free Cash Flow (FCF) yield presents a more favorable picture for JAMF. Jamf Holding Corp. boasts a healthy FCF yield of 6.17%, indicating its ability to generate significant cash after accounting for capital expenditures, despite its negative net earnings. This strong FCF generation is a positive sign for operational health and liquidity. In stark contrast, LASR’s FCF yield is a mere 0.6%, suggesting it generates very little free cash relative to its market capitalization. Therefore, while LASR has a slightly less negative net margin, JAMF clearly generates more free cash, which is often a critical metric for assessing a company’s financial strength and ability to fund future growth or manage debt. This makes JAMF the stronger contender for investors prioritizing cash generation and financial resilience.
Analyst ratings: JAMF vs LASR
The analyst community presents a clear preference in this jamf vs lasr stock comparison 2026, with nLIGHT, Inc. (LASR) enjoying significantly stronger support than Jamf Holding Corp. (JAMF). Out of 13 analysts covering LASR, a remarkable 92.3% issue a “Buy” rating, culminating in a strong “Buy” consensus. These analysts project a consensus price target of $69.75, representing a potential upside of +5.4% from its current price. This robust endorsement indicates high confidence in LASR’s future performance and growth prospects, making it a compelling option for investors who prioritize analyst sentiment and potential near-term price appreciation.
Conversely, Jamf Holding Corp. (JAMF) receives a more cautious outlook from analysts. Of the 15 analysts covering JAMF, only 33.3% recommend a “Buy,” leading to a “Hold” consensus rating. The consensus price target for JAMF is $13, which suggests a slight downside of -0.4% from its current trading price. This indicates that while analysts aren’t outright bearish on JAMF, they foresee limited near-term appreciation and a more moderate outlook compared to LASR. Therefore, for investors asking should i buy jamf or lasr stock 2026 based on expert opinion, LASR is the clear favorite, offering substantial analyst endorsement and a positive price target upside.
Should I buy JAMF or LASR stock in 2026?
When considering “should i buy jamf or lasr stock in 2026”, the decision largely depends on an investor’s specific priorities and risk tolerance. For growth-oriented investors, nLIGHT, Inc. (LASR) presents a more compelling case. With a revenue growth rate of +31.6% year-over-year, LASR demonstrates significantly stronger top-line momentum compared to JAMF’s +11.9%. Additionally, LASR benefits from an overwhelming “Buy” consensus from analysts (92.3% buy ratings) and a projected price target upside of +5.4%. While LASR currently operates with a negative EBITDA margin, its rapid expansion indicates strong market adoption and future potential that growth investors often seek.
For value investors, Jamf Holding Corp. (JAMF) might offer a more attractive entry point, despite both companies showing negative P/E ratios and deep negative DCF valuations. JAMF’s Price-to-Book ratio of 2.2x is considerably lower than LASR’s 8.35x, suggesting that JAMF is valued closer to its asset base. Furthermore, JAMF’s P/E of -42.01x, while negative, is less extreme than LASR’s -243.21x, implying a potentially better relative valuation against its current losses. JAMF also boasts a robust Free Cash Flow yield of 6.17% compared to LASR’s 0.6%, indicating stronger cash generation from its operations. These jamf vs lasr fundamentals and valuation metrics suggest JAMF could be perceived as a ‘better value’ play for those comfortable with its current unprofitability and slower growth.
Regarding income, neither JAMF nor LASR is suitable for dividend-seeking investors, as both companies currently have a 0% dividend yield. Both are growth companies reinvesting any available capital back into their operations. Therefore, for those asking should i buy jamf or lasr stock 2026 with an income focus, other investment opportunities would be more appropriate. This is not investment advice; always conduct thorough due diligence and consult with a financial professional before making investment decisions.
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FAQ: JAMF vs LASR
Is JAMF or LASR a better stock in 2026?
LASR shows stronger revenue growth (31.6% vs 11.9%) and overwhelming analyst support (92.3% buy ratings). However, JAMF appears cheaper on a Price-to-Book basis (2.2x vs 8.35x) and has a less negative P/E ratio (-42.01x vs -243.21x). Not investment advice.
Which has more analyst upside — JAMF or LASR?
JAMF consensus: $13 (-0.4%). LASR consensus: $69.75 (+5.4%). As of 2026-05-08. Not a prediction by Alert Invest.
Which is growing faster — JAMF or LASR?
JAMF revenue growth: 11.9% YoY. LASR revenue growth: 31.6% YoY. LASR clearly has stronger top-line momentum.
Which is more profitable — JAMF or LASR?
JAMF net margin: -5.98%, ROE: N/A%. LASR net margin: -5.08%, ROE: N/A%. LASR has a slightly less negative net margin, but JAMF has a significantly higher Free Cash Flow yield (6.17% vs 0.6%).
Do JAMF or LASR pay dividends?
JAMF dividend yield: 0%. LASR dividend yield: 0%.
For informational purposes only. Not investment advice. Data: Financial Modeling Prep & SEC EDGAR. Always do your own research.
