Ciena Corp. (CIEN)$583.74
Market Cap: 10.36 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Ciena Corp. (CIEN).
TECHNOLOGY
COMMUNICATION EQUIPMENT
DCF ready
Valuation
13.9x
EV/FCF, 7.2% FCF yield
Quality
4.5%
ROIC, 13.9% FCF margin
Growth
6.2%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 2.7x current ratio
Superinvestors
3
Top: Stephen Mandel (2.5%)
Strengths to research
- Free cash flow compounded at 10.1% over five years.
- Free cash flow margin is healthy at 13.9%.
- Debt/equity looks manageable at 0.0x.
- 3 tracked superinvestors report a position.
Watchouts
- P/E is elevated at 686.8x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for CIEN.
Grade C
64
/ 100
Peer Comparison
Target stock against 5 market-cap comparable peers.
Heat map: red worst to green best
| CIEN Target | Ciena Corp. | $10.4B | 686.8x | 13.9x | 4.5% | 6.2% | 13.9% | 42.0% | -3.6x | N/A |
| SATS | EchoStar Corp. | $6.8B | -2.5x | -4.7x | -251.4% | 51.4% | -7.1% | N/A | N/A | N/A |
| HPE | Hewlett Packard Enterprise | $21.9B | -939.5x | 60.4x | 0.1% | 4.9% | 1.8% | N/A | 6.9x | N/A |
| BDC | Belden Inc. | $4.1B | 17.9x | 17.1x | 18.8% | 9.2% | 8.1% | 38.0% | -0.9x | N/A |
| EXTR | Extreme Networks Inc. | $1.9B | -426.7x | 14.2x | -3.0% | 3.8% | 11.2% | 62.2% | -1.6x | N/A |
| MSI | Motorola Solutions Inc. | $67.7B | 31.7x | 25.9x | 89.4% | 9.5% | 22.0% | 51.7% | -0.3x | N/A |
Financial Charts
No financial data available for CIEN (annual).
3 superinvestors own CIEN
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 809,522 | $314M | 2.51% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 2,800 | $1M | 0.01% | 0.0% |
| First Eagle Investment Management First Eagle Investment Management | 2,600 | $1M | 0.00% | 0.0% |