Ciena Corporation (CIEN) has a MoatMap StockRank of 85/100 based on Quality (62/100), Value (12/100), and Momentum (94/100) factor scores. The current signal is STRONG BUY. Ciena, providing optical networking and software, operates in a competitive technology sector. While data traffic growth is a long-term trend, the company lacks a direct, asymmetric macro inflection point from the identified high-conviction themes to differentiate it sufficiently. It does not meet the fund's stringent quality and asymmetry criteria.
Ciena Corporation provides networking systems, services, and software to telecommunications service providers, cable operators, and large enterprises worldwide. It is a leader in optical networking and packet networking solutions, crucial for high-bandwidth data transmission. Ciena's advanced technology and expertise in coherent optical technology are critical for scaling global internet infrastructure, making it a key enabler in this sector.
| Price | $602.39 |
| Market Cap | $82.5B |
| P/E (TTM) | 383.69 |
| P/E (Forward) | 68.73 |
| Price/Book | 30.51 |
| Return on Equity | 8.2% |
| Return on Invested Capital | 5.4% |
| Debt/Equity | 56.93 |
| Gross Margin | 42.1% |
| Operating Margin | 13.4% |
| Revenue Growth | 33.1% |
| Free Cash Flow | $699M |
Ciena Corporation operates in the Communication Equipment industry, part of the Technology sector (United States).