Ciena Corp (CIEN)vsUbiquiti Networks Inc (UI)
CIEN
Ciena Corp
$535.29
+1.46%
TECHNOLOGY · Cap: $75.69B
UI
Ubiquiti Networks Inc
$1,019.75
+0.76%
TECHNOLOGY · Cap: $61.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Ciena Corp generates 72% more annual revenue ($5.12B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 4.5%. UI appears more attractively valued with a PEG of 1.10. UI earns a higher WallStSmart Score of 71/100 (B).
CIEN
Buy52
out of 100
Grade: C-
UI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CIEN.
Margin of Safety
-86.3%
Fair Value
$382.77
Current Price
$1019.75
$636.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.1% year-over-year
Earnings expanding 232.3% YoY
Large-cap with strong market position
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
4.5% margin — thin
Premium valuation, high expectations priced in
Trading at 27.1x book value
Premium valuation, high expectations priced in
Trading at 60.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CIEN
The strongest argument for CIEN centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 33.1% demonstrates continued momentum.
Bull Case : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : CIEN
The primary concerns for CIEN are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 345.4x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
CIEN profiles as a hypergrowth stock while UI is a growth play — different risk/reward profiles.
UI carries more volatility with a beta of 1.32 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
UI generates stronger free cash flow (259M), providing more financial flexibility.
Bottom Line
UI scores higher overall (71/100 vs 52/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong Buy" and "Buy" 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 →Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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