Ast Spacemobile Inc (ASTS)vsCisco Systems Inc (CSCO)
ASTS
Ast Spacemobile Inc
$60.00
+0.23%
TECHNOLOGY · Cap: $24.25B
CSCO
Cisco Systems Inc
$110.06
-1.85%
TECHNOLOGY · Cap: $442.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 54822% more annual revenue ($63.33B vs $115.30M). CSCO leads profitability with a 20.9% profit margin vs 0.0%. CSCO earns a higher WallStSmart Score of 75/100 (B).
ASTS
Avoid32
out of 100
Grade: F
CSCO
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.1%
Fair Value
$120.52
Current Price
$60.00
$60.52 discount
Intrinsic value data unavailable for CSCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 2627.0% year-over-year
Mega-cap, among the largest globally
Earnings expanding 52.1% YoY
Every $100 of equity generates 26 in profit
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 27.7%
17.6% revenue growth
Areas to Watch
Trading at 9.5x book value
0.0% earnings growth
0.0% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 8.6x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ASTS
The strongest argument for ASTS centers on Revenue Growth. Revenue growth of 2627.0% demonstrates continued momentum.
Bull Case : CSCO
The strongest argument for CSCO centers on Market Cap, EPS Growth, Return on Equity. Profitability is solid with margins at 20.9% and operating margin at 27.7%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : ASTS
The primary concerns for ASTS are Price/Book, EPS Growth, Profit Margin. Debt-to-equity of 1.58 is elevated, increasing financial risk.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
ASTS profiles as a hypergrowth stock while CSCO is a growth play — different risk/reward profiles.
ASTS carries more volatility with a beta of 2.73 — expect wider price swings.
ASTS is growing revenue faster at 2627.0% — sustainability is the question.
CSCO generates stronger free cash flow (5.0B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (75/100 vs 32/100), backed by strong 20.9% margins and 17.6% revenue growth. ASTS offers better value entry with a 45.1% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ast Spacemobile Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
AST SpaceMobile, Inc. operates a space-based cellular broadband network for mobile phones. The company is headquartered in Midland, Texas.
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.
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