ADTRAN Inc (ADTN)vsCisco Systems Inc (CSCO)
ADTN
ADTRAN Inc
$12.64
+0.88%
TECHNOLOGY · Cap: $924.36M
CSCO
Cisco Systems Inc
$81.83
+0.40%
TECHNOLOGY · Cap: $319.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 5349% more annual revenue ($59.05B vs $1.08B). CSCO leads profitability with a 18.8% profit margin vs -4.2%. CSCO appears more attractively valued with a PEG of 1.32. CSCO earns a higher WallStSmart Score of 70/100 (B-).
ADTN
Hold41
out of 100
Grade: D
CSCO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ADTN.
Margin of Safety
+37.1%
Fair Value
$130.10
Current Price
$81.83
$48.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 20.1% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 24 in profit
Strong operational efficiency at 24.9%
Earnings expanding 31.2% YoY
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Operating margin of 1.8%
Elevated debt levels
Moderate valuation
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ADTN
The strongest argument for ADTN centers on Revenue Growth. Revenue growth of 20.1% demonstrates continued momentum.
Bull Case : CSCO
The strongest argument for CSCO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 24.9%. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : ADTN
The primary concerns for ADTN are PEG Ratio, Market Cap, Operating Margin. Debt-to-equity of 1.72 is elevated, increasing financial risk.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
ADTN profiles as a growth stock while CSCO is a mature play — different risk/reward profiles.
ADTN carries more volatility with a beta of 1.40 — expect wider price swings.
ADTN is growing revenue faster at 20.1% — sustainability is the question.
CSCO generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (70/100 vs 41/100), backed by strong 18.8% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ADTRAN Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
ADTRAN, Inc. provides networking and communications platforms and services for service providers, cable / multi-system operators, small and medium-sized businesses, and distributed businesses in the United States, Germany, Mexico, and internationally. The company is headquartered in Huntsville, Alabama.
Visit Website →Cisco Systems Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Cisco Systems, Inc. is an American multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley. Cisco develops, manufactures and sells networking hardware, software, telecommunications equipment and other high-technology services and products. Through its numerous acquired subsidiaries, such as OpenDNS, Webex, Jabber and Jasper, Cisco specializes in specific tech markets, such as the Internet of Things (IoT), domain security and energy management. On January 25, 2021, Cisco reincorporated in Delaware.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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