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 2.2× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.3 vs 92.3); year to date, Ciena leads (+90.9% vs +46.1%).
Side by side
| CIEN | SMCI | |
|---|---|---|
| Market cap | $60.4B | $27.4B |
| Price | $449.77 | $41.86 |
| Today | +5.6% | −2.1% |
| Return YTD | +90.9% | +46.1% |
| Return 1Y | +194.7% | −27.1% |
| Since June 26, 2026 | −6.2% | +36.7% |
| P/E | 92.3 | 12.3 |
| P/S | 10.0 | 0.7 |
| P/B | 19.8 | 1.9 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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
Other head-to-heads in the Data centers segment.
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