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 17× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.3 vs 35.2); year to date, Cisco leads (+52.4% vs +46.1%).
Side by side
| CSCO | SMCI | |
|---|---|---|
| Market cap | $467B | $27.4B |
| Price | $118.39 | $41.86 |
| Today | +3.0% | −2.1% |
| Return YTD | +52.4% | +46.1% |
| Return 1Y | +70.2% | −27.1% |
| Since June 26, 2026 | +4.1% | +36.7% |
| P/E | 35.2 | 12.3 |
| P/S | 7.4 | 0.7 |
| P/B | 9.3 | 1.9 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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 →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More CSCO & SMCI comparisons
Other head-to-heads in the Data centers segment.