AST SpaceMobile, Inc. (ASTS) vs Ciena Corporation (CIEN)

AST SpaceMobile, Inc. and Ciena Corporation are both Communication Equipment companies. Ciena Corporation is the larger, with a market value of $51.7B against $24.3B — 2.1× the size. AST SpaceMobile, Inc. has negative trailing earnings, so its P/E is not meaningful; Ciena Corporation trades at 77.3×. AST SpaceMobile, Inc. grew revenue faster over the last twelve months: 2,256.9% against 32.6%. Ciena Corporation has the higher net margin (10.9% vs −536.7%) and the higher return on invested capital (12.6% vs −12.2%). Across the 19 metrics below, Ciena Corporation leads on 13 and AST SpaceMobile, Inc. on 6.

Valuation

Metric ASTS CIEN Communication Equipment median
P/E n/m 77.25 33.61
P/S 160.32 8.42 2.16
P/B 7.71 16.59 2.40
Price to free cash flow n/m 62.26 25.02
EV/EBITDA n/m 56.14 13.78
EV/Sales 166.20 8.52 2.27
Earnings yield (3.46%) 1.29% (0.65%)
Free cash flow yield (9.39%) 1.61% 1.61%

Profitability

Metric ASTS CIEN Communication Equipment median
Gross margin 38.91% 44.07% 39.47%
Operating margin (519.47%) 12.27% 2.39%
Net margin (536.66%) 10.87% (0.74%)
Free cash flow margin (1,506.12%) 13.53% 1.39%
Return on equity (34.81%) 22.40% (1.91%)
Return on assets (16.00%) 9.52% (0.20%)
Return on invested capital (12.17%) 12.63% 0.72%

Growth

Metric ASTS CIEN Communication Equipment median
Revenue growth (TTM) 2,256.89% 32.57% 11.48%
EPS growth (last fiscal year) 30.93% 46.55% —
Revenue growth, 5-year CAGR 41.72% 6.19% 4.92%
Net income growth, 5-year CAGR 0.00% (19.34%) 0.00%

Health

Metric ASTS CIEN Communication Equipment median
Debt to equity 1.24 1.06 0.06
Current ratio 13.05 3.80 2.01
Net debt to EBITDA 0.51 0.67 0.67

Dividend

Metric ASTS CIEN Communication Equipment median
Dividend yield — — 2.63%
Payout ratio 0.00 0.00 0.00

Size

Metric ASTS CIEN Communication Equipment median
Market cap 24.25b 51.73b 563.45m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack