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Ciscovs.Dell Technologies

CSCO vs DELL · 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 Dell Technologies by market cap; Dell Technologies trades at the lower P/E (33.8 vs 40.0); year to date, Dell Technologies leads (+245.5% vs +57.5%).

Side by side

CSCODELL
Market cap$478B$284B
Price$121.31$434.97
Today+2.5%−3.4%
Return YTD+57.5%+245.5%
Return 1Y+76.4%+240.1%
P/E40.033.8
P/S7.92.1
P/B9.831.8

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

CiscoCSCO

NASDAQ · USA

The world's largest networking company — broad portfolio of switches, routers and security with a growing AI order book among hyperscalers.

NetworkingCybersecurity exposure
Full CSCO profile →

Dell TechnologiesDELL

NYSE · USA

One of the world's largest server and PC manufacturers with a rapidly growing order book for AI servers serving enterprises and AI cloud customers.

AI serversEnterprise hardware
Full DELL profile →

More comparisons in Data centers

See where CSCO and DELL sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →