Ciena Corp (CIEN)vsHarmonic Inc (HLIT)
CIEN
Ciena Corp
$488.21
-8.85%
TECHNOLOGY · Cap: $88.66B
HLIT
Harmonic Inc
$14.61
+2.89%
TECHNOLOGY · Cap: $1.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Ciena Corp generates 1190% more annual revenue ($5.12B vs $397.34M). CIEN leads profitability with a 4.5% profit margin vs -10.6%. HLIT appears more attractively valued with a PEG of 1.84. HLIT earns a higher WallStSmart Score of 54/100 (C-).
CIEN
Buy52
out of 100
Grade: C-
HLIT
Buy54
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.1% year-over-year
Earnings expanding 232.3% YoY
Large-cap with strong market position
Revenue surging 43.4% year-over-year
Earnings expanding 31.9% YoY
Areas to Watch
Expensive relative to growth rate
4.5% margin — thin
Premium valuation, high expectations priced in
Trading at 24.7x book value
Expensive relative to growth rate
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
ROE of -11.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CIEN
The strongest argument for CIEN centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 33.1% demonstrates continued momentum.
Bull Case : HLIT
The strongest argument for HLIT centers on Revenue Growth, EPS Growth. Revenue growth of 43.4% demonstrates continued momentum.
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.
Bear Case : HLIT
The primary concerns for HLIT are PEG Ratio, Market Cap, P/E Ratio. A P/E of 197.6x leaves little room for execution misses.
Key Dynamics to Monitor
CIEN carries more volatility with a beta of 1.25 — expect wider price swings.
HLIT is growing revenue faster at 43.4% — sustainability is the question.
CIEN generates stronger free cash flow (219M), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HLIT scores higher overall (54/100 vs 52/100) and 43.4% 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 →Harmonic Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Harmonic Inc. provides global video delivery software, products, system solutions and services. The company is headquartered in San Jose, California.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
Want to dig deeper into these stocks?