Sectivia

Cienavs.NetApp

CIEN vs NTAP · 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 is about 2.0× larger than NetApp by market cap; NetApp trades at the lower P/E (25.9 vs 148.8); year to date, Ciena leads (+97.0% vs +57.7%).

Side by side

CIENNTAP
Market cap$65.2B$33.1B
Price$460.72$168.87
Today−0.4%−1.7%
Return YTD+97.0%+57.7%
Return 1Y+487.3%+58.7%
P/E148.825.9
P/S11.74.8
P/B22.524.5

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

CienaCIEN

NYSE · USA

Leading in long-distance optical transmission — connecting data centers with each other (data center interconnect).

Optical networking
Full CIEN profile →

NetAppNTAP

NASDAQ · USA

Data storage and hybrid-cloud data services for enterprises and AI workloads.

Data storage
Full NTAP profile →

More comparisons in Data centers

See where CIEN and NTAP sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →