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.

Compare

Total returnCIEN vs TWLO

growth of $100 · dividends reinvested · last 10y
CIEN +1438.7% (+31.4%/yr)TWLO +305.7% (+15.0%/yr)CIEN compounded faster over this window
01k2kStart $10020182020202220242026$1,539$406
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

MetricCIENTWLO
P/E ratio80.4740.70
Forward P/E50.2549.30
P/S ratio8.487.96
P/B ratio16.694.94
EV / EBITDA46.6989.06
FCF yield1.41%2.28%

Profitability

MetricCIENTWLO
Gross margin44.07%48.54%
Operating margin14.10%5.51%
Net margin10.87%20.62%
ROE21.41%12.80%
ROIC11.56%3.06%

Growth (annualized)

MetricCIENTWLO
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.

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.