Ciena Corp (CIEN)vsOptical Cable Corporation (OCC)
CIEN
Ciena Corp
$437.70
+1.94%
TECHNOLOGY · Cap: $60.74B
OCC
Optical Cable Corporation
$10.12
+15.39%
TECHNOLOGY · Cap: $64.40M
Smart Verdict
WallStSmart Research — data-driven comparison
Ciena Corp generates 6949% more annual revenue ($5.12B vs $72.69M). CIEN leads profitability with a 4.5% profit margin vs -1.6%. CIEN earns a higher WallStSmart Score of 54/100 (C-).
CIEN
Buy54
out of 100
Grade: C-
OCC
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-299.5%
Fair Value
$74.41
Current Price
$437.70
$363.29 premium
Intrinsic value data unavailable for OCC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.1% year-over-year
Large-cap with strong market position
Revenue surging 22.8% year-over-year
Areas to Watch
Expensive relative to growth rate
2.3% earnings growth
4.5% margin — thin
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 2.8%
ROE of -5.9% — below average capital efficiency
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 : OCC
The strongest argument for OCC centers on Revenue Growth. Revenue growth of 22.8% 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 : OCC
The primary concerns for OCC are EPS Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
CIEN profiles as a hypergrowth stock while OCC is a growth 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 36/100) 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 →Optical Cable Corporation
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Optical Cable Corporation manufactures and sells fiber optic and copper data communications cabling and connectivity solutions primarily for the enterprise market in the United States and internationally. The company is headquartered in Roanoke, Virginia.
Compare with Other COMMUNICATION EQUIPMENT Stocks
Want to dig deeper into these stocks?