Ciena Corp (CIEN)vsExtreme Networks Inc (EXTR)
CIEN
Ciena Corp
$437.70
+1.94%
TECHNOLOGY · Cap: $60.74B
EXTR
Extreme Networks Inc
$15.46
+2.05%
TECHNOLOGY · Cap: $2.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Ciena Corp generates 320% more annual revenue ($5.12B vs $1.22B). EXTR leads profitability with a 75.0% profit margin vs 4.5%. EXTR appears more attractively valued with a PEG of 0.58. EXTR earns a higher WallStSmart Score of 54/100 (C-).
CIEN
Buy54
out of 100
Grade: C-
EXTR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-299.5%
Fair Value
$74.41
Current Price
$437.70
$363.29 premium
Margin of Safety
-1491.5%
Fair Value
$0.94
Current Price
$15.46
$14.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.1% year-over-year
Large-cap with strong market position
Keeps 75 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
2.3% earnings growth
4.5% margin — thin
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 21.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CIEN
The strongest argument for CIEN centers on Revenue Growth, Market Cap. Revenue growth of 33.1% demonstrates continued momentum.
Bull Case : EXTR
The strongest argument for EXTR centers on Profit Margin, PEG Ratio. Profitability is solid with margins at 75.0% and operating margin at 6.4%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : CIEN
The primary concerns for CIEN are PEG Ratio, EPS Growth, Profit Margin. A P/E of 270.1x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Bear Case : EXTR
The primary concerns for EXTR are P/E Ratio, Price/Book. A P/E of 257.7x leaves little room for execution misses.
Key Dynamics to Monitor
CIEN profiles as a hypergrowth stock while EXTR is a mature play — different risk/reward profiles.
EXTR carries more volatility with a beta of 1.71 — expect wider price swings.
CIEN is growing revenue faster at 33.1% — sustainability is the question.
CIEN generates stronger free cash flow (154M), providing more financial flexibility.
Bottom Line
CIEN scores higher overall (54/100 vs 54/100) and 33.1% 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 →Extreme Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Extreme Networks, Inc. provides software-driven networking solutions for businesses, data centers, and service provider customers globally. The company is headquartered in San Jose, California.
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