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 1.4× larger than Dell Technologies by market cap; year to date, Dell Technologies leads (+244.1% vs +43.1%).
Side by side
| CSCO | DELL | |
|---|---|---|
| Market cap | $447B | $320B |
| Price | $111.11 | $451.50 |
| Today | +0.8% | +4.2% |
| Return YTD | +43.1% | +244.1% |
| Return 1Y | +63.7% | +231.1% |
| P/E | 37.4 | 38.1 |
| P/S | 7.4 | 2.4 |
| P/B | 9.2 | 35.8 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
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 →Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →More CSCO & DELL comparisons
Other head-to-heads in the Data centers segment.
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 →