Ciena Corporation (CIEN) vs Twilio Inc. (TWLO)
A side-by-side comparison of Ciena Corporation and Twilio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
CIEN
Ciena Corporation
$360.51TechnologyDelayed quote: Sep 23, 2026, 10:45 AM EDT
TWLO
Twilio Inc.
$292.21TechnologyDelayed quote: Sep 23, 2026, 10:45 AM EDT
Total return — CIEN vs TWLO
growth of $100 · dividends reinvested · last 10yCIEN +1438.7% (+31.4%/yr)TWLO +305.7% (+15.0%/yr)CIEN compounded faster over this window
CIEN TWLO
CIEN vs TWLO: by the numbers
- •CIEN is the larger company ($51.03B vs $44.35B market cap).
- •TWLO trades at the lower trailing earnings multiple (40.70 vs 80.47 P/E), one valuation lens rather than an overall verdict.
- •TWLO converts more revenue to profit (20.62% vs 10.87% net margin).
- •TWLO grew revenue faster over the past five years (19.84% vs 12.05% CAGR).
Metrics side by side
Valuation
| Metric | CIEN | TWLO |
|---|---|---|
| P/E ratio | 80.47 | 40.70 |
| Forward P/E | 50.25 | 49.30 |
| P/S ratio | 8.48 | 7.96 |
| P/B ratio | 16.69 | 4.94 |
| EV / EBITDA | 46.69 | 89.06 |
| FCF yield | 1.41% | 2.28% |
Profitability
| Metric | CIEN | TWLO |
|---|---|---|
| Gross margin | 44.07% | 48.54% |
| Operating margin | 14.10% | 5.51% |
| Net margin | 10.87% | 20.62% |
| ROE | 21.41% | 12.80% |
| ROIC | 11.56% | 3.06% |
Growth (annualized)
| Metric | CIEN | TWLO |
|---|---|---|
| Revenue CAGR (5Y) | 12.05% | 19.84% |
| EPS CAGR (5Y) | -17.95% | N/A |
| FCF CAGR (5Y) | 13.27% | N/A |
| Total return CAGR (5Y) | 45.31% | -8.42% |
Frequently asked
- Which has the lower trailing P/E, CIEN or TWLO?
- TWLO has the lower trailing P/E: CIEN trades at 80.47 and TWLO at 40.70. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, CIEN or TWLO?
- Over the past five years, TWLO grew revenue faster — CIEN at a 12.05% CAGR versus TWLO at 19.84%.
- Is CIEN or TWLO more profitable?
- TWLO runs the higher net margin — CIEN at 10.87% versus TWLO at 20.62%.
- How have CIEN and TWLO total returns compared?
- Over the past 10 years, CIEN delivered 32.05% and TWLO delivered 15.03% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Ciena P/E ratioTwilio P/E ratioCiena ROETwilio ROECiena operating marginTwilio operating marginCiena revenue growthTwilio revenue growthCiena free cash flowTwilio free cash flow
Ciena & Twilio appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.