Ciena vs Fabrinet
CIEN and FN side by side, both in communications equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CIEN and FN compare
Ciena is the larger company, worth 3.9 times as much as Fabrinet ($45.5B against $11.7B).
On earnings, Fabrinet is cheaper: it trades at 25.1× trailing earnings, against 71.6× for Ciena.
Fabrinet grew revenue faster over the last twelve months (35.7% versus 32.6% for Ciena).
Ciena keeps more of each dollar of sales as profit, with a net margin of 10.9% compared with 10.2% at Fabrinet.
Fabrinet scores higher on the StockData Score (19 against 12 for Ciena), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CIEN | FN |
|---|---|---|
| Size and price | ||
| Market cap | $45.5B | $11.7B |
| Share price | $320.72 | $327.29 |
| Change, 1 year | 69.5% | −26.3% |
| Change, 5 years | 430% | 172% |
| Beta (5Y) | 1.44 | 1.60 |
| Employees | 9,080 | 22K |
| StockData Score | ||
| Total score | 12 | 19 (better) |
| Valuation score | 0 | 3 (better) |
| Growth score | 4 | 4 |
| Performance score | 4 | 6 (better) |
| Health score | 4 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 71.6× | 25.1× (better) |
| P/S | 7.6× | 2.5× (better) |
| P/B | 14.9× | 4.8× (better) |
| EV/EBITDA | 62.4× | 20.4× (better) |
| P/FCF | 55.8× (better) | 2778× |
| PEG | – | 1.02 |
| FCF yield | 1.8% (better) | 0.04% |
| Fair value | $148.80 | $355.77 |
| Margin of safety | −116% | 8.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 32.6% | 35.7% (better) |
| Revenue growth, 5Y average | 6.2% | 19.8% (better) |
| Net income growth (TTM) | 365% (better) | 42.3% |
| EPS growth (TTM) | 362% (better) | 42.3% |
| EPS growth, 5Y average | −18.2% | 27.0% (better) |
| Profitability | ||
| Gross margin | 44.1% (better) | 12.0% |
| Operating margin | 12.3% (better) | 10.0% |
| Net margin | 10.9% (better) | 10.2% |
| FCF margin | 13.5% (better) | 0.09% |
| Return on equity | 22.4% (better) | 21.3% |
| Return on invested capital | 20.0% | 30.0% (better) |
| Financial health | ||
| Debt / equity | 1.06 (better) | 0.00 |
| Net debt / EBITDA | 0.81 | – |
| Interest coverage | 10.6× | – |
| Current ratio | 3.80 (better) | 2.25 |
| Altman Z-score | 6.72 | 7.87 (better) |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Buyback yield | 0.85% (better) | 0.04% |
| Shareholder yield | 0.85% (better) | 0.04% |
| Ownership | ||
| Held by institutions | 93.3% | 102% |
| Held by insiders | 1.2% | 0.52% |
| Insider net buying, 12 months | −$95.9M | −$17.0M (better) |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 2.8% | 4.6% |
Go deeper
- CIEN stock overview
- CIEN income statement
- CIEN valuation and score
- FN stock overview
- FN income statement
- FN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.