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 5.1× larger than Ciena by market cap; Dell Technologies trades at the lower P/E (38.1 vs 143.0); year to date, Dell Technologies leads (+244.1% vs +59.0%).
Side by side
| CIEN | DELL | |
|---|---|---|
| Market cap | $62.7B | $320B |
| Price | $387.66 | $451.50 |
| Today | +4.2% | +4.2% |
| Return YTD | +59.0% | +244.1% |
| Return 1Y | +314.2% | +231.1% |
| P/E | 143.0 | 38.1 |
| P/S | 11.3 | 2.4 |
| P/B | 21.7 | 35.8 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →More CIEN & DELL comparisons
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