Ciscovs.HPE
CSCO vs HPE · 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 5.6× larger than HPE by market cap; Cisco trades at the lower P/E (37.4 vs 51.3); year to date, HPE leads (+118.3% vs +43.1%).
Side by side
| CSCO | HPE | |
|---|---|---|
| Market cap | $447B | $79.8B |
| Price | $111.11 | $53.44 |
| Today | +0.8% | +1.9% |
| Return YTD | +43.1% | +118.3% |
| Return 1Y | +63.7% | +133.5% |
| P/E | 37.4 | 51.3 |
| P/S | 7.4 | 2.1 |
| P/B | 9.2 | 3.2 |
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 →HPEHPE
Cray supercomputers and ProLiant AI servers on one side; on the other, a networking business that grew considerably with the Juniper acquisition.
Full HPE profile →More CSCO & HPE comparisons
Other head-to-heads in the Data centers segment.