Cienavs.Cisco
CIEN vs CSCO · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Cisco is about 7.7× larger than Ciena by market cap; Cisco trades at the lower P/E (35.2 vs 92.3); year to date, Ciena leads (+90.9% vs +52.4%).
Side by side
| CIEN | CSCO | |
|---|---|---|
| Market cap | $60.4B | $467B |
| Price | $449.77 | $118.39 |
| Today | +5.6% | +3.0% |
| Return YTD | +90.9% | +52.4% |
| Return 1Y | +194.7% | +70.2% |
| Since June 26, 2026 | −6.2% | +4.1% |
| P/E | 92.3 | 35.2 |
| P/S | 10.0 | 7.4 |
| P/B | 19.8 | 9.3 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
CiscoCSCO
Switches and routers at a scale no other network vendor matches, plus Silicon One chips of its own design and the security business built around Splunk. AI orders from hyperscalers are the newer line.
Full CSCO profile →More CIEN & CSCO comparisons
Other head-to-heads in the Data centers segment.
See where CIEN and CSCO sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →