CSCO vs. SMCI: Cisco Systems vs. Super Micro Computer Stock Comparison

Company Profile

Cisco Systems (CSCO) and Super Micro Computer (SMCI) both fall under the Technology Hardware & Equipment industry group, but CSCO is classified in Communications Equipment while SMCI is classified in Technology Hardware, Storage & Peripherals.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Super Micro Computer (SMCI) carries a highly aggressive beta of 2.21, indicating much higher sensitivity to broad-market moves, whereas Cisco Systems (CSCO) is closer to market-like at 1.02 — a noticeable difference in market-sensitivity profile.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Cisco Systems (CSCO) at 27.32% and Super Micro Computer (SMCI) at 32.37% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Cisco Systems (CSCO) at 20.95% retains a top-quartile share of revenue as profit, ahead of Super Micro Computer (SMCI) at 6.77%, which keeps about the industry-typical share.

Cisco Systems (CSCO) at 27.72% operates in the top operating margin quartile, ahead of Super Micro Computer (SMCI) at 10.35%, which runs around its industry’s norm.

Profitability Metrics

Growth

Super Micro Computer (SMCI) at 77.79% clears its industry range for revenue growth, far stronger top-line momentum than Cisco Systems (CSCO) at 11.78%, which is closer to a typical peer reading.

Only one side can be read here: Super Micro Computer (SMCI) reports EPS growth of 94.05%, ranked against its industry; Cisco Systems (CSCO) has no EPS growth figure this period.

Growth Metrics

Financial Strength

Super Micro Computer (SMCI) at 3.02 carries current ratio above its industry’s typical mid-range, while Cisco Systems (CSCO) at 0.93 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

Both Cisco Systems (CSCO) at 0.62 and Super Micro Computer (SMCI) at 0.57 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

Financial Strength Metrics

Dividends

Super Micro Computer (SMCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Cisco Systems (CSCO) reports a yield of 1.73%, ranking against industry peers normally.

Super Micro Computer (SMCI) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Cisco Systems (CSCO) reports a payout of 49.85%, ranking against industry peers normally.

Dividend Metrics

Valuation

Super Micro Computer (SMCI) at 6.07 sits in the cheaper P/E ratio quartile, while Cisco Systems (CSCO) at 28.18 is closer to its industry’s usual earnings multiple — a discount for SMCI, though growth and earnings durability still matter.

Super Micro Computer (SMCI) at 0.35 looks cheap on sales in the lower P/S ratio quartile, while Cisco Systems (CSCO) at 5.84 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Super Micro Computer (SMCI) at 1.60 looks cheap against book in the lower P/B ratio quartile, while Cisco Systems (CSCO) at 7.36 carries a premium in the upper quartile — a clear price-to-book gap.

Valuation Metrics