ADTRAN Inc (ADTN)vsCiena Corp (CIEN)
ADTN
ADTRAN Inc
$15.35
-11.12%
TECHNOLOGY · Cap: $1.45B
CIEN
Ciena Corp
$488.21
-8.85%
TECHNOLOGY · Cap: $88.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Ciena Corp generates 357% more annual revenue ($5.12B vs $1.12B). CIEN leads profitability with a 4.5% profit margin vs -3.2%. ADTN appears more attractively valued with a PEG of 1.86. CIEN earns a higher WallStSmart Score of 52/100 (C-).
ADTN
Hold37
out of 100
Grade: F
CIEN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.3%
Fair Value
$32.80
Current Price
$15.35
$17.45 discount
Intrinsic value data unavailable for CIEN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
15.5% revenue growth
Revenue surging 33.1% year-over-year
Earnings expanding 232.3% YoY
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 9.0x book value
Smaller company, higher risk/reward
Operating margin of 2.3%
Expensive relative to growth rate
4.5% margin — thin
Premium valuation, high expectations priced in
Trading at 24.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ADTN
The strongest argument for ADTN centers on Revenue Growth. Revenue growth of 15.5% demonstrates continued momentum.
Bull Case : CIEN
The strongest argument for CIEN centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 33.1% demonstrates continued momentum.
Bear Case : ADTN
The primary concerns for ADTN are PEG Ratio, Price/Book, Market Cap. Debt-to-equity of 1.59 is elevated, increasing financial risk.
Bear Case : CIEN
The primary concerns for CIEN are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 399.4x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ADTN profiles as a growth stock while CIEN is a hypergrowth play — different risk/reward profiles.
ADTN carries more volatility with a beta of 1.47 — expect wider price swings.
CIEN is growing revenue faster at 33.1% — sustainability is the question.
CIEN generates stronger free cash flow (219M), providing more financial flexibility.
Bottom Line
CIEN scores higher overall (52/100 vs 37/100) and 33.1% revenue growth. ADTN offers better value entry with a 68.3% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ADTRAN Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
ADTRAN, Inc. provides networking and communications platforms and services for service providers, cable / multi-system operators, small and medium-sized businesses, and distributed businesses in the United States, Germany, Mexico, and internationally. The company is headquartered in Huntsville, Alabama.
Visit Website →Ciena Corp
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ciena Corporation provides hardware, software, and network services that support the transport, routing, switching, aggregation, service delivery, and management of video, data, and voice traffic on communications networks worldwide. The company is headquartered in Hanover, Maryland.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
Want to dig deeper into these stocks?