Ciena Corp (CIEN)vsUbiquiti Networks Inc (UI)
CIEN
Ciena Corp
$348.80
+1.32%
TECHNOLOGY · Cap: $49.57B
UI
Ubiquiti Networks Inc
$589.48
-1.17%
TECHNOLOGY · Cap: $34.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Ciena Corp generates 84% more annual revenue ($6.02B vs $3.27B). UI leads profitability with a 29.3% profit margin vs 10.9%. CIEN appears more attractively valued with a PEG of 0.58. CIEN earns a higher WallStSmart Score of 70/100 (B).
CIEN
Strong Buy70
out of 100
Grade: B
UI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CIEN.
Margin of Safety
-51.2%
Fair Value
$394.45
Current Price
$589.48
$195.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 37.0% year-over-year
Earnings expanding 422.9% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Every $100 of equity generates 67 in profit
Strong operational efficiency at 36.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Revenue surging 23.5% year-over-year
Areas to Watch
Trading at 16.2x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 29.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CIEN
The strongest argument for CIEN centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 37.0% demonstrates continued momentum. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Debt/Equity. Profitability is solid with margins at 29.3% and operating margin at 36.3%. Revenue growth of 23.5% demonstrates continued momentum.
Bear Case : CIEN
The primary concerns for CIEN are Price/Book, P/E Ratio, Altman Z-Score. A P/E of 78.0x leaves little room for execution misses.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Piotroski F-Score, Price/Book.
Key Dynamics to Monitor
UI carries more volatility with a beta of 1.32 — expect wider price swings.
CIEN is growing revenue faster at 37.0% — sustainability is the question.
UI generates stronger free cash flow (293M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CIEN scores higher overall (70/100 vs 63/100) and 37.0% 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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