Sectivia

Cienavs.HPE

CIEN vs HPE · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.

HPE is about 1.3× larger than Ciena by market cap; HPE trades at the lower P/E (51.3 vs 143.0); year to date, HPE leads (+118.3% vs +59.0%).

Side by side

CIENHPE
Market cap$62.7B$79.8B
Price$387.66$53.44
Today+4.2%+1.9%
Return YTD+59.0%+118.3%
Return 1Y+314.2%+133.5%
P/E143.051.3
P/S11.32.1
P/B21.73.2

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

CienaCIEN

NYSE · USA

Long-haul optical transmission, mostly between data centres.

Optical networking
Full CIEN profile →

HPEHPE

NYSE · USA

Cray supercomputers and ProLiant AI servers on one side; on the other, a networking business that grew considerably with the Juniper acquisition.

AI serversNetworking
Full HPE profile →

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