Ciscovs.Super Micro
CSCO vs SMCI · 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 26× larger than Super Micro by market cap; Super Micro trades at the lower P/E (14.8 vs 40.0); year to date, Cisco leads (+57.5% vs −3.3%).
Side by side
| CSCO | SMCI | |
|---|---|---|
| Market cap | $478B | $18.5B |
| Price | $121.31 | $28.31 |
| Today | +2.5% | +0.2% |
| Return YTD | +57.5% | −3.3% |
| Return 1Y | +76.4% | −43.8% |
| P/E | 40.0 | 14.8 |
| P/S | 7.9 | 0.5 |
| P/B | 9.8 | 2.4 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
CiscoCSCO
The world's largest networking company — broad portfolio of switches, routers and security with a growing AI order book among hyperscalers.
Full CSCO profile →Super MicroSMCI
Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.
Full SMCI profile →More comparisons in Data centers
See where CSCO and SMCI sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →