Ciscovs.NetApp
CSCO vs NTAP · 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 11× larger than NetApp by market cap; NetApp trades at the lower P/E (31.1 vs 37.4); year to date, NetApp leads (+74.5% vs +43.1%).
Side by side
| CSCO | NTAP | |
|---|---|---|
| Market cap | $447B | $39.6B |
| Price | $111.11 | $187.43 |
| Today | +0.8% | +0.3% |
| Return YTD | +43.1% | +74.5% |
| Return 1Y | +63.7% | +69.1% |
| P/E | 37.4 | 31.1 |
| P/S | 7.4 | 5.7 |
| P/B | 9.2 | 29.3 |
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 →NetAppNTAP
Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.
Full NTAP profile →More CSCO & NTAP comparisons
Other head-to-heads in the Data centers segment.