Arista Networksvs.Cisco
ANET vs CSCO · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Cisco is about 2.0× larger than Arista Networks by market cap; Cisco trades at the lower P/E (40.0 vs 63.3); year to date, Cisco leads (+57.5% vs +42.7%).
Side by side
| ANET | CSCO | |
|---|---|---|
| Market cap | $235B | $478B |
| Price | $186.96 | $121.31 |
| Today | +1.2% | +2.5% |
| Return YTD | +42.7% | +57.5% |
| Return 1Y | +75.9% | +76.4% |
| P/E | 63.3 | 40.0 |
| P/S | 24.2 | 7.9 |
| P/B | 17.5 | 9.8 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
Arista NetworksANET
Leading provider of high-speed switches and network software for AI data centers — with significant exposure to hyperscaler demand.
Full ANET profile →CiscoCSCO
The world's largest networking company — broad portfolio of switches, routers and security with a growing AI order book among hyperscalers.
Full CSCO profile →More comparisons in Data centers
See where ANET and CSCO sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →