Cienavs.Digital Realty
CIEN vs DLR · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Ciena and Digital Realty are similar in size by market cap; Digital Realty trades at the lower P/E (46.8 vs 148.8); year to date, Ciena leads (+97.0% vs +16.6%).
Side by side
| CIEN | DLR | |
|---|---|---|
| Market cap | $65.2B | $64.5B |
| Price | $460.72 | $180.41 |
| Today | −0.4% | +0.6% |
| Return YTD | +97.0% | +16.6% |
| Return 1Y | +487.3% | +5.8% |
| P/E | 148.8 | 46.8 |
| P/S | 11.7 | 10.2 |
| P/B | 22.5 | 2.8 |
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 →Digital RealtyDLR
Global data center REIT that owns and operates data centers for hyperscalers and enterprises — from large wholesale halls to interconnection.
Full DLR profile →More comparisons in Data centers
See where CIEN and DLR sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →