Ciena Corp vs UBIQUITI INC., two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CIEN and UI diverge most: on debt / equity, CIEN reads 1.06 and UI reads 0.00; on return on invested capital, CIEN reads 10.1% and UI reads 68.4%. 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 UI'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 | UI |
|---|---|---|
| Price | $449.76 | $656.06 |
| Market cap | $63.8B | $39.7B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | +38.1% |
| P/E | 100.4 | 41.4 |
| P/B | 20.87 | 27.59 |
| P/S | 10.59 | 12.14 |
| EV/EBITDA | 81.8 | 32.9 |
| Revenue growth | +32.5% | +27.8% |
| Gross margin | 45.4% | 45.8% |
| Operating margin | 18.0% | 36.3% |
| Net margin | 10.9% | 29.3% |
| Return on equity | 21.4% | 66.7% |
| Return on assets | 8.2% | 43.7% |
| Return on invested capital | 10.1% | 68.4% |
| FCF yield | 1.3% | 2.3% |
| Dividend yield | — | 0.5% |
| Debt / equity | 1.06 | 0.00 |
| Current ratio | 3.80 | 2.93 |
| Altman Z (solvency) | 7.02 | 9.56 |
| Piotroski F (quality) | 4 / 9 | 5 / 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.