Ciena Corp (CIEN)vsViavi Solutions Inc (VIAV)
CIEN
Ciena Corp
$437.70
+1.94%
TECHNOLOGY · Cap: $60.74B
VIAV
Viavi Solutions Inc
$37.27
+3.70%
TECHNOLOGY · Cap: $8.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Ciena Corp generates 312% more annual revenue ($5.12B vs $1.24B). CIEN leads profitability with a 4.5% profit margin vs -3.4%. VIAV appears more attractively valued with a PEG of 1.34. CIEN earns a higher WallStSmart Score of 54/100 (C-).
CIEN
Buy54
out of 100
Grade: C-
VIAV
Hold38
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 VIAV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.1% year-over-year
Large-cap with strong market position
16.6% revenue growth
Areas to Watch
Expensive relative to growth rate
2.3% earnings growth
4.5% margin — thin
Premium valuation, high expectations priced in
Trading at 10.3x book value
Weak financial health signals
ROE of -5.5% — below average capital efficiency
Earnings declined 73.4%
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 : VIAV
The strongest argument for VIAV centers on Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum. PEG of 1.34 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 : VIAV
The primary concerns for VIAV are Price/Book, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CIEN profiles as a hypergrowth stock while VIAV 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 38/100) 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 →Viavi Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viavi Solutions Inc. provides network testing, monitoring and assurance solutions to communications service providers, enterprises, network equipment manufacturers, government, civil, military and avionics customers worldwide. The company is headquartered in San Jose, California.
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