Ciena Corp vs FABRINET, two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CIEN and FN diverge most: on debt / equity, CIEN reads 1.06 and FN reads 0.00; on fcf yield, CIEN reads 1.3% and FN reads 0.0%. The rest of the comparable metrics sit closer together. What CIEN's price implies is a somewhat stretched bet versus history (whole-company basis). What FN's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CIEN | FN |
|---|---|---|
| Price | $449.76 | $486.34 |
| Market cap | $63.8B | $17.7B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| P/E | 100.4 | 37.3 |
| P/B | 20.87 | 7.19 |
| P/S | 10.59 | 3.80 |
| EV/EBITDA | 81.8 | 36.2 |
| Revenue growth | +32.5% | +35.4% |
| Gross margin | 45.4% | 12.0% |
| Operating margin | 18.0% | 10.2% |
| Net margin | 10.9% | 10.2% |
| Return on equity | 21.4% | 19.3% |
| Return on assets | 8.2% | 12.1% |
| Return on invested capital | 10.1% | 13.2% |
| FCF yield | 1.3% | 0.0% |
| Debt / equity | 1.06 | 0.00 |
| Current ratio | 3.80 | 2.25 |
| Altman Z (solvency) | 7.02 | 8.76 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.