Ciena Corp (CIEN)vsDigi International Inc (DGII)
CIEN
Ciena Corp
$460.15
-8.85%
TECHNOLOGY · Cap: $65.60B
DGII
Digi International Inc
$65.95
-4.77%
TECHNOLOGY · Cap: $2.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Ciena Corp generates 1072% more annual revenue ($5.57B vs $475.06M). DGII leads profitability with a 9.1% profit margin vs 7.9%. DGII appears more attractively valued with a PEG of 0.83. CIEN earns a higher WallStSmart Score of 64/100 (C+).
CIEN
Buy64
out of 100
Grade: C+
DGII
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CIEN.
Margin of Safety
-74.4%
Fair Value
$26.61
Current Price
$65.95
$39.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 39.5% year-over-year
Earnings expanding 2383.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 25.1% year-over-year
Areas to Watch
7.9% margin — thin
Premium valuation, high expectations priced in
Trading at 22.5x book value
Distress zone — elevated risk
3.6% earnings growth
ROE of 6.5% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CIEN
The strongest argument for CIEN centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 39.5% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bull Case : DGII
The strongest argument for DGII centers on Debt/Equity, PEG Ratio, Revenue Growth. Revenue growth of 25.1% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : CIEN
The primary concerns for CIEN are Profit Margin, P/E Ratio, Price/Book. A P/E of 154.0x leaves little room for execution misses.
Bear Case : DGII
The primary concerns for DGII are EPS Growth, Return on Equity, Piotroski F-Score. A P/E of 60.8x leaves little room for execution misses.
Key Dynamics to Monitor
CIEN profiles as a hypergrowth stock while DGII is a growth play — different risk/reward profiles.
CIEN carries more volatility with a beta of 1.24 — expect wider price swings.
CIEN is growing revenue faster at 39.5% — sustainability is the question.
CIEN generates stronger free cash flow (219M), providing more financial flexibility.
Bottom Line
CIEN scores higher overall (64/100 vs 54/100) and 39.5% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →Digi International Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Digi International Inc. provides mission-critical and enterprise Internet of Things (IoT) products, services and solutions in the United States and internationally. The company is headquartered in Hopkins, Minnesota.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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