Ciena vs Ubiquiti
CIEN and UI 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 UI compare
Ciena is the larger company, worth 1.3 times as much as Ubiquiti ($45.5B against $34.1B).
On earnings, Ubiquiti is cheaper: it trades at 35.6× trailing earnings, against 71.6× for Ciena.
Ciena grew revenue faster over the last twelve months (32.6% versus 27.2% for Ubiquiti).
Ubiquiti keeps more of each dollar of sales as profit, with a net margin of 29.3% compared with 10.9% at Ciena.
Ubiquiti pays a dividend yielding 0.60%; Ciena does not pay one.
Ubiquiti scores higher on the StockData Score (22 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 | UI |
|---|---|---|
| Size and price | ||
| Market cap | $45.5B | $34.1B |
| Share price | $320.72 | $563.81 |
| Change, 1 year | 69.5% | −27.1% |
| Change, 5 years | 430% | 82.5% |
| Beta (5Y) | 1.44 | 1.15 |
| Employees | 9,080 | 1,321 |
| StockData Score | ||
| Total score | 12 | 22 (better) |
| Valuation score | 0 | 2 (better) |
| Growth score | 4 | 5 (better) |
| Performance score | 4 | 5 (better) |
| Health score | 4 | 6 (better) |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 71.6× | 35.6× (better) |
| P/S | 7.6× (better) | 10.4× |
| P/B | 14.9× (better) | 23.7× |
| EV/EBITDA | 62.4× | 27.8× (better) |
| P/FCF | 55.8× | 37.5× (better) |
| PEG | – | 1.08 |
| FCF yield | 1.8% | 2.7% (better) |
| Fair value | $148.80 | $554.02 |
| Margin of safety | −116% | −1.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 32.6% (better) | 27.2% |
| Revenue growth, 5Y average | 6.2% | 11.5% (better) |
| Net income growth (TTM) | 365% (better) | 34.9% |
| EPS growth (TTM) | 362% (better) | 34.8% |
| EPS growth, 5Y average | −18.2% | 10.1% (better) |
| Profitability | ||
| Gross margin | 44.1% | 46.2% (better) |
| Operating margin | 12.3% | 36.2% (better) |
| Net margin | 10.9% | 29.3% (better) |
| FCF margin | 13.5% | 27.8% (better) |
| Return on equity | 22.4% | 91.1% (better) |
| Return on invested capital | 20.0% | 120% (better) |
| Financial health | ||
| Debt / equity | 1.06 (better) | 0.00 |
| Net debt / EBITDA | 0.81 (better) | −0.51 |
| Interest coverage | 10.6× | – |
| Current ratio | 3.80 (better) | 2.93 |
| Altman Z-score | 6.72 | 31.85 (better) |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | – | 0.60% |
| Payout ratio | – | 20.2% |
| Years of dividend growth | – | 1 |
| Dividend growth, 5Y average | – | 14.9% |
| Buyback yield | 0.85% | – |
| Shareholder yield | 0.85% (better) | 0.60% |
| Ownership | ||
| Held by institutions | 93.3% | 4.9% |
| Held by insiders | 1.2% | 0.00% |
| Insider net buying, 12 months | −$95.9M | −$542K (better) |
| Short interest, % of float | 2.8% | 0.61% |
Go deeper
- CIEN stock overview
- CIEN income statement
- CIEN valuation and score
- UI stock overview
- UI income statement
- UI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.