Ciena (CIEN) Competitors

Ciena (NYSE:CIEN) and Lumentum (NASDAQ:LITE) are both computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, valuation, dividends, earnings, risk, media sentiment, analyst recommendations and institutional ownership.

Do insiders & institutionals have more ownership in CIEN or LITE?

92.0% of Ciena shares are held by institutional investors. Comparatively, 94.1% of Lumentum shares are held by institutional investors. 0.9% of Ciena shares are held by company insiders. Comparatively, 0.2% of Lumentum shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Which has preferable earnings and valuation, CIEN or LITE?

Ciena has higher revenue and earnings than Lumentum. Lumentum is trading at a lower price-to-earnings ratio than Ciena, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Ciena	$4.26B	3.15	$83.96M	$0.72	132.10
Lumentum	$1.36B	5.94	-$546.50M	-$6.45	-18.03

Does the media favor CIEN or LITE?

In the previous week, Lumentum had 6 more articles in the media than Ciena. MarketBeat recorded 18 mentions for Lumentum and 12 mentions for Ciena. Ciena's average media sentiment score of 1.23 beat Lumentum's score of 0.97 indicating that Ciena is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Ciena	7 Very Positive mention(s)	1 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Lumentum	8 Very Positive mention(s)	2 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more volatility and risk, CIEN or LITE?

Ciena has a beta of 1.11, suggesting that its stock price is 11% more volatile than the S&P 500. Comparatively, Lumentum has a beta of 1.33, suggesting that its stock price is 33% more volatile than the S&P 500.

Do analysts rate CIEN or LITE?

Ciena presently has a consensus target price of $85.54, suggesting a potential downside of 10.06%. Lumentum has a consensus target price of $88.20, suggesting a potential downside of 24.14%. Given Ciena's higher possible upside, research analysts clearly believe Ciena is more favorable than Lumentum.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Ciena	1 Sell rating(s)	4 Hold rating(s)	8 Buy rating(s)	2 Strong Buy rating(s)	2.73
Lumentum	1 Sell rating(s)	2 Hold rating(s)	12 Buy rating(s)	2 Strong Buy rating(s)	2.88

Is CIEN or LITE more profitable?

Ciena has a net margin of 2.46% compared to Lumentum's net margin of -29.87%. Ciena's return on equity of 5.08% beat Lumentum's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Ciena	2.46%	5.08%	2.55%
Lumentum	-29.87%	-8.69%	-1.98%

Summary

Ciena beats Lumentum on 10 of the 16 factors compared between the two stocks.