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.
Digital Realty is about 1.2× larger than Ciena by market cap; Digital Realty trades at the lower P/E (91.9 vs 143.0); year to date, Ciena leads (+59.0% vs +21.9%).
Side by side
| CIEN | DLR | |
|---|---|---|
| Market cap | $62.7B | $73.4B |
| Price | $387.66 | $192.32 |
| Today | +4.2% | +2.0% |
| Return YTD | +59.0% | +21.9% |
| Return 1Y | +314.2% | +12.9% |
| P/E | 143.0 | 91.9 |
| P/S | 11.3 | 10.8 |
| P/B | 21.7 | 2.7 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Digital RealtyDLR
Owns and runs data centres as a REIT, from wholesale halls let to hyperscalers down to smaller colocation space.
Full DLR profile →More CIEN & DLR comparisons
Other head-to-heads in the Data centers segment.
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 →