Cienavs.Equinix
CIEN vs EQIX · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Equinix is about 1.6× larger than Ciena by market cap; Equinix trades at the lower P/E (64.4 vs 96.7); year to date, Ciena leads (+89.7% vs +34.7%).
Supply-chain link: Ciena supplies Equinix.
Side by side
| CIEN | EQIX | |
|---|---|---|
| Market cap | $63.3B | $98.7B |
| Price | $425.93 | $1,011.16 |
| Today | −4.6% | −2.0% |
| Return YTD | +89.7% | +34.7% |
| Return 1Y | +189.5% | +31.1% |
| Since June 26, 2026 | −11.2% | −7.3% |
| P/E | 96.7 | 64.4 |
| P/S | 10.5 | 10.1 |
| P/B | 20.7 | 6.9 |
Data as of 2026-10-08 · 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
EquinixEQIX
Carrier-neutral by design. Equinix rents floor space and power, then sells the interconnection between whoever is in the building. xScale covers the hyperscale-sized halls.
Full EQIX profile →More CIEN & EQIX comparisons
Other head-to-heads in the Data centers segment.