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 1.7× larger than Arista Networks by market cap; Cisco trades at the lower P/E (37.4 vs 63.5).
Side by side
| ANET | CSCO | |
|---|---|---|
| Market cap | $257B | $447B |
| Price | $190.94 | $111.11 |
| Today | +1.5% | +0.8% |
| Return YTD | +43.6% | +43.1% |
| Return 1Y | +41.2% | +63.7% |
| P/E | 63.5 | 37.4 |
| P/S | 24.4 | 7.4 |
| P/B | 17.4 | 9.2 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Arista NetworksANET
Arista's 800G switches and the EOS software running them sit inside AI data centres, which makes hyperscaler spending the number to watch.
Full ANET profile →CiscoCSCO
Switches and routers at a scale no other network vendor matches, plus Silicon One chips of its own design and the security business built around Splunk. AI orders from hyperscalers are the newer line.
Full CSCO profile →More ANET & CSCO comparisons
Other head-to-heads in the Data centers segment.
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 →