Ciena reported strong fiscal second-quarter results, with revenue growth accelerating to 40% and adjusted EBITDA tripling year over year to $340 million. Despite record revenue and a guidance raise, investors were still disappointed, sending shares down 15% in June 4 trading.
Ciena is a major AI beneficiary. Its leading multiplexers, switches, and routers are critical to connecting GPUs across data centers.
While Ciena has consistently been first to market over the last 10 years, competition will increase, threatening the firm's dominant market share.
|
Metric
|
CIEN
|
CSCO
|
|---|---|---|
Price/Earnings (Normalized) | 91.67 | 27.34 |
Price/Book Value | 20.48 | 9.01 |
Price/Sales | 10.95 | 7.33 |
Price/Cash Flow | 62.77 | 25.88 |
|
Metric
|
CIEN
|
CSCO
|
|---|---|---|
Quick Ratio | 1.72 | 0.66 |
Current Ratio | 2.73 | 0.92 |
Interest Coverage | 5.88 | 10.01 |
|
Metric
|
CIEN
|
CSCO
|
|---|---|---|
Return on Assets (Normalized) | 12.40% | 13.34% |
Return on Equity (Normalized) | 25.90% | 34.57% |
Return on Invested Capital (Normalized) | 17.13% | 21.97% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| DZS Inc
DZSI
| — | LOCK|<f# | — | |||
| Cisco Systems Inc
CSCO
| LOCK|?Gfz#KQ | LOCK|#cS | $478B | |||
| Motorola Solutions Inc
MSI
| LOCK|^!?#x&j | LOCK|G^q | $70B | |||
| Nokia Oyj
NOKBF
| — | LOCK|C?& | $70B | |||
| Nokia Oyj ADR
NOK
| LOCK|dBRbjS | LOCK|>$< | $70B | |||
| Hewlett Packard Enterprise Co
HPE
| LOCK|>tKBksZ | LOCK|?$ | $64B | |||
| Lumentum Holdings Inc
LITE
| LOCK|$hZp!V | LOCK|z<$<^ | $62B | |||
| Telefonaktiebolaget L M Ericsson ADR
ERIC
| LOCK|FgW>qL | LOCK|>f | $38B | |||
| Zebra Technologies Corp Ordinary Shares - Class A
ZBRA
| LOCK|<$?pry | LOCK|B?>L | $13B |
/author-service-images-prod-us-east-1.publishing.aws.arc.pub/morningstar/OVT7X2RDVNCJVBEVLQ3RBSEBVQ.jpg)
United States