Cienavs.Super Micro
CIEN vs SMCI · 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 2.5× larger than Super Micro by market cap; Super Micro trades at the lower P/E (20.4 vs 143.0); year to date, Ciena leads (+59.0% vs +20.2%).
Side by side
| CIEN | SMCI | |
|---|---|---|
| Market cap | $62.7B | $25.4B |
| Price | $387.66 | $38.46 |
| Today | +4.2% | +9.4% |
| Return YTD | +59.0% | +20.2% |
| Return 1Y | +314.2% | −19.8% |
| P/E | 143.0 | 20.4 |
| P/S | 11.3 | 0.8 |
| P/B | 21.7 | 3.4 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More CIEN & SMCI comparisons
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