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 1.8× larger than Arista Networks by market cap; Cisco trades at the lower P/E (35.2 vs 65.8); year to date, Arista Networks leads (+61.0% vs +52.4%).
Side by side
| ANET | CSCO | |
|---|---|---|
| Market cap | $266B | $467B |
| Price | $216.74 | $118.39 |
| Today | +2.7% | +3.0% |
| Return YTD | +61.0% | +52.4% |
| Return 1Y | +34.1% | +70.2% |
| Since June 26, 2026 | +37.5% | +4.1% |
| P/E | 65.8 | 35.2 |
| P/S | 25.2 | 7.4 |
| P/B | 18.0 | 9.3 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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.