CSCO vs SMCI
CSCO and SMCI side by side — valuation & fundamentals (public data).
Key statistics
| Metric | CSCOCISCO SYSTEMS, INC. | SMCISuper Micro Computer, Inc. |
|---|---|---|
| Market cap | $436.34B | $24.50B |
| P/E (TTM) | 36.9 | 11.4 |
| P/B | 8.93 | 1.69 |
| P/S | 7.7x | 0.6x |
| Dividend yield | 1.48% | — |
| Revenue | $60.75B(TTM) | $39.06B(TTM) |
| Revenue growth (YoY) | 5.3% | 77.8% |
| Net income | $11.96B(TTM) | $2.23B(TTM) |
| Earnings growth (YoY) | -1.4% | 112.7% |
| EPS, diluted | $3.00(TTM) | $3.26(TTM) |
| EBIT margin | 20.8% | 7.1% |
| ROE | 20.8% | 15.4% |
| ROIC | 14.8% | 31.3% |
| Piotroski F | 7/9 | 2/9 |
| 1y total return | +62.3% | -10.7% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: CSCO vs SMCI
| Metric | CSCO | SMCI |
|---|---|---|
| End value | $53.8K | $132.0K |
| Total return | +437.6% | +1219.9% |
| CAGR | +17.7% | +28.3% |
| Volatility | 26.0% | 71.4% |
| Sharpe | 0.61 | 0.64 |
| Sortino | 0.85 | 1.03 |
| Max drawdown | -42.0% | -84.8% |
Based on 2600 common trading days, 2016-04-28 → 2026-08-31 · risk-free 3.9% (current short-Treasury, held constant)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)