Ciena Corp (CIEN)vsFrequency Electronics Inc (FEIM)
CIEN
Ciena Corp
$437.70
+1.94%
TECHNOLOGY · Cap: $60.74B
FEIM
Frequency Electronics Inc
$46.98
+11.62%
TECHNOLOGY · Cap: $397.42M
Smart Verdict
WallStSmart Research — data-driven comparison
Ciena Corp generates 7456% more annual revenue ($5.12B vs $67.81M). FEIM leads profitability with a 10.6% profit margin vs 4.5%. FEIM appears more attractively valued with a PEG of 1.25. CIEN earns a higher WallStSmart Score of 54/100 (C-).
CIEN
Buy54
out of 100
Grade: C-
FEIM
Hold50
out of 100
Grade: D+
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
-38.7%
Fair Value
$34.16
Current Price
$46.98
$12.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.1% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Earnings expanding 39.4% YoY
Areas to Watch
Expensive relative to growth rate
2.3% earnings growth
4.5% margin — thin
Premium valuation, high expectations priced in
0.0% revenue growth
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : FEIM
The strongest argument for FEIM centers on Debt/Equity, EPS Growth. PEG of 1.25 suggests the stock is reasonably priced for its growth.
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 : FEIM
The primary concerns for FEIM are Revenue Growth, Market Cap, P/E Ratio. A P/E of 55.3x leaves little room for execution misses.
Key Dynamics to Monitor
CIEN profiles as a hypergrowth stock while FEIM is a value play — different risk/reward profiles.
CIEN carries more volatility with a beta of 1.09 — 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 50/100) and 33.1% revenue growth. 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.
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 →Frequency Electronics Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Frequency Electronics, Inc. designs, develops, manufactures and sells precision frequency and time control products and components for microwave integrated circuit applications. The company is headquartered in Mitchel Field, New York.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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