Ciena Corp (CIEN)vsInfosys Ltd ADR (INFY)
CIEN
Ciena Corp
$437.70
+1.94%
TECHNOLOGY · Cap: $60.74B
INFY
Infosys Ltd ADR
$13.17
+0.69%
TECHNOLOGY · Cap: $53.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 287% more annual revenue ($19.85B vs $5.12B). INFY leads profitability with a 16.2% profit margin vs 4.5%. CIEN appears more attractively valued with a PEG of 1.60. CIEN earns a higher WallStSmart Score of 54/100 (C-).
CIEN
Buy54
out of 100
Grade: C-
INFY
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-299.5%
Fair Value
$74.41
Current Price
$437.70
$363.29 premium
Margin of Safety
-200.8%
Fair Value
$5.24
Current Price
$13.17
$7.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
2.3% earnings growth
4.5% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
3.2% revenue growth
Earnings declined 5.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CIEN
The strongest argument for CIEN centers on Revenue Growth, Market Cap. Revenue growth of 33.1% demonstrates continued momentum.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 18.0%.
Bear Case : CIEN
The primary concerns for CIEN are PEG Ratio, EPS Growth, Profit Margin. A P/E of 270.1x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CIEN profiles as a hypergrowth stock while INFY is a value play — different risk/reward profiles.
CIEN carries more volatility with a beta of 1.09 — expect wider price swings.
CIEN is growing revenue faster at 33.1% — sustainability is the question.
INFY generates stronger free cash flow (924M), providing more financial flexibility.
Bottom Line
CIEN scores higher overall (54/100 vs 48/100) and 33.1% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ciena Corp
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ciena Corporation provides hardware, software, and network services that support the transport, routing, switching, aggregation, service delivery, and management of video, data, and voice traffic on communications networks worldwide. The company is headquartered in Hanover, Maryland.
Visit Website →Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
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