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 6.1× larger than Digital Realty by market cap; Cisco trades at the lower P/E (37.4 vs 91.9); year to date, Cisco leads (+43.1% vs +21.9%).
Side by side
| CSCO | DLR | |
|---|---|---|
| Market cap | $447B | $73.4B |
| Price | $111.11 | $192.32 |
| Today | +0.8% | +2.0% |
| Return YTD | +43.1% | +21.9% |
| Return 1Y | +63.7% | +12.9% |
| P/E | 37.4 | 91.9 |
| P/S | 7.4 | 10.8 |
| P/B | 9.2 | 2.7 |
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 →Digital RealtyDLR
Owns and runs data centres as a REIT, from wholesale halls let to hyperscalers down to smaller colocation space.
Full DLR profile →More CSCO & DLR comparisons
Other head-to-heads in the Data centers segment.
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 →