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 1.7× larger than Ciena by market cap; Equinix trades at the lower P/E (69.1 vs 143.0); year to date, Ciena leads (+59.0% vs +37.7%).
Supply-chain link: Ciena supplies Equinix.
Side by side
| CIEN | EQIX | |
|---|---|---|
| Market cap | $62.7B | $106B |
| Price | $387.66 | $1,073.44 |
| Today | +4.2% | +1.7% |
| Return YTD | +59.0% | +37.7% |
| Return 1Y | +314.2% | +34.2% |
| P/E | 143.0 | 69.1 |
| P/S | 11.3 | 10.8 |
| P/B | 21.7 | 7.4 |
Data as of 2026-08-26 · updates daily after U.S. close
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.
See where CIEN and EQIX sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →