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 (72.7 vs 148.8); year to date, Ciena leads (+97.0% vs +37.2%).
Side by side
| CIEN | EQIX | |
|---|---|---|
| Market cap | $65.2B | $103B |
| Price | $460.72 | $1,051.21 |
| Today | −0.4% | +1.6% |
| Return YTD | +97.0% | +37.2% |
| Return 1Y | +487.3% | +38.5% |
| P/E | 148.8 | 72.7 |
| P/S | 11.7 | 11.0 |
| P/B | 22.5 | 7.2 |
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 →EquinixEQIX
The world's largest provider of neutral data centers (colocation) — leases space, power and interconnection to cloud providers, enterprises and AI operators.
Full EQIX profile →More comparisons in Data centers
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 →