Cisco Systems Inc (CSCO)vsExtreme Networks Inc (EXTR)
CSCO
Cisco Systems Inc
$121.64
-0.60%
TECHNOLOGY · Cap: $498.59B
EXTR
Extreme Networks Inc
$29.61
+0.13%
TECHNOLOGY · Cap: $3.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 4752% more annual revenue ($60.75B vs $1.25B). CSCO leads profitability with a 19.7% profit margin vs 1.3%. EXTR appears more attractively valued with a PEG of 0.98. CSCO earns a higher WallStSmart Score of 68/100 (B-).
CSCO
Strong Buy68
out of 100
Grade: B-
EXTR
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 24 in profit
Strong operational efficiency at 25.0%
Earnings expanding 37.1% YoY
Generating 3.6B in free cash flow
Earnings expanding 206.4% YoY
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
1.3% margin — thin
Premium valuation, high expectations priced in
Trading at 49.4x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CSCO
The strongest argument for CSCO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 19.7% and operating margin at 25.0%. Revenue growth of 12.0% demonstrates continued momentum.
Bull Case : EXTR
The strongest argument for EXTR centers on EPS Growth, Return on Equity, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : CSCO
The primary concerns for CSCO are PEG Ratio, Price/Book, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Bear Case : EXTR
The primary concerns for EXTR are Profit Margin, P/E Ratio, Price/Book. A P/E of 220.9x leaves little room for execution misses. Debt-to-equity of 2.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
CSCO profiles as a mature stock while EXTR is a value play — different risk/reward profiles.
EXTR carries more volatility with a beta of 1.77 — expect wider price swings.
CSCO is growing revenue faster at 12.0% — sustainability is the question.
CSCO generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (68/100 vs 62/100), backed by strong 19.7% margins and 12.0% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →Extreme Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Extreme Networks, Inc. provides software-driven networking solutions for businesses, data centers, and service provider customers globally. The company is headquartered in San Jose, California.
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