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 3.5× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 148.8); year to date, Ciena leads (+97.0% vs −3.3%).
Side by side
| CIEN | SMCI | |
|---|---|---|
| Market cap | $65.2B | $18.5B |
| Price | $460.72 | $28.31 |
| Today | −0.4% | +0.2% |
| Return YTD | +97.0% | −3.3% |
| Return 1Y | +487.3% | −43.8% |
| P/E | 148.8 | 14.8 |
| P/S | 11.7 | 0.5 |
| P/B | 22.5 | 2.4 |
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 →Super MicroSMCI
Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.
Full SMCI profile →More comparisons in Data centers
See where CIEN and SMCI sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →