Cienavs.Dell Technologies
CIEN vs DELL · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Dell Technologies is about 4.4× larger than Ciena by market cap; Dell Technologies trades at the lower P/E (33.8 vs 148.8); year to date, Dell Technologies leads (+245.5% vs +97.0%).
Side by side
| CIEN | DELL | |
|---|---|---|
| Market cap | $65.2B | $284B |
| Price | $460.72 | $434.97 |
| Today | −0.4% | −3.4% |
| Return YTD | +97.0% | +245.5% |
| Return 1Y | +487.3% | +240.1% |
| P/E | 148.8 | 33.8 |
| P/S | 11.7 | 2.1 |
| P/B | 22.5 | 31.8 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
CienaCIEN
Leading in long-distance optical transmission — connecting data centers with each other (data center interconnect).
Full CIEN profile →Dell TechnologiesDELL
One of the world's largest server and PC manufacturers with a rapidly growing order book for AI servers serving enterprises and AI cloud customers.
Full DELL profile →More comparisons in Data centers
See where CIEN and DELL sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →