Ciscovs.Equinix
CSCO vs EQIX · 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 4.2× larger than Equinix by market cap; Cisco trades at the lower P/E (37.4 vs 69.1); year to date, Cisco leads (+43.1% vs +37.7%).
Side by side
| CSCO | EQIX | |
|---|---|---|
| Market cap | $447B | $106B |
| Price | $111.11 | $1,073.44 |
| Today | +0.8% | +1.7% |
| Return YTD | +43.1% | +37.7% |
| Return 1Y | +63.7% | +34.2% |
| P/E | 37.4 | 69.1 |
| P/S | 7.4 | 10.8 |
| P/B | 9.2 | 7.4 |
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 →EquinixEQIX
Carrier-neutral by design. Equinix rents floor space and power, then sells the interconnection between whoever is in the building. xScale covers the hyperscale-sized halls.
Full EQIX profile →More CSCO & EQIX comparisons
Other head-to-heads in the Data centers segment.