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 (81.6 vs 92.3); year to date, Ciena leads (+90.9% vs +16.7%).
Side by side
| CIEN | DLR | |
|---|---|---|
| Market cap | $60.4B | $65.2B |
| Price | $449.77 | $178.76 |
| Today | +5.6% | +1.5% |
| Return YTD | +90.9% | +16.7% |
| Return 1Y | +194.7% | +3.0% |
| Since June 26, 2026 | −6.2% | −7.4% |
| P/E | 92.3 | 81.6 |
| P/S | 10.0 | 9.6 |
| P/B | 19.8 | 2.4 |
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
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
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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 →