Sectivia

Ciscovs.Digital Realty

CSCO vs DLR · 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 7.4× larger than Digital Realty by market cap; Cisco trades at the lower P/E (40.0 vs 46.8); year to date, Cisco leads (+57.5% vs +16.6%).

Side by side

CSCODLR
Market cap$478B$64.5B
Price$121.31$180.41
Today+2.5%+0.6%
Return YTD+57.5%+16.6%
Return 1Y+76.4%+5.8%
P/E40.046.8
P/S7.910.2
P/B9.82.8

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 →

Digital RealtyDLR

NYSE · USA

Global data center REIT that owns and operates data centers for hyperscalers and enterprises — from large wholesale halls to interconnection.

Data center REITCritical infrastructure
Full DLR profile →

More comparisons in Data centers

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