CSCO vs SMCI
CSCO: A global leader in networking and IT infrastructure providing the hardware, software, and services that power modern internet and enterprise communications. SMCI: Supermicro provides modular, application-optimized rack-scale AI and data center infrastructure solutions designed for rapid deployment and high energy efficiency.
Side-by-side fundamentals
| Metric | CSCO | SMCI | Edge |
|---|---|---|---|
| Price as of 2026-10-20 close | $106.71 | $32.47 | |
| Market cap | $420.7B | $21.3B | |
| P/E as of 2026-10-20 | 32.05 | 9.96 | SMCI lower |
| PEG as of 2026-10-20, 3-year EPS CAGR to FY2026 | 11.67 | 0.24 | SMCI lower |
| Net margin FY2026, SEC XBRL | +21.0% | +5.7% | CSCO higher |
| Gross margin FY2026, SEC XBRL | +64.5% | +10.8% | CSCO higher |
| Operating margin FY2026, SEC XBRL | +24.3% | +7.1% | CSCO higher |
| ROE FY2026, SEC XBRL | +26.4% | +15.4% | CSCO higher |
| ROA FY2026, SEC XBRL | +10.2% | +7.4% | CSCO higher |
| Debt / equity filed borrowings, leases excl., balance sheet 2026-07-25 | 0.45 | n/a | |
| Revenue growth (YoY) FY2026, SEC XBRL | +11.8% | +77.8% | SMCI higher |
| Revenue CAGR (3y) SEC XBRL | +3.6% | +76.3% | SMCI higher |
| Dividend yield as of 2026-09-03 | +1.5% | n/a | |
| Dividend streak (yrs) SEC XBRL | 16 | 0 | CSCO higher |
| Beta as of 2026-09-03 | 0.93 | 2.46 | |
| 1-year return as of 2026-10-20 close | +51.0% | -41.0% | CSCO higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-20.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.