Cisco Systems Inc (CSCO)vsHewlett Packard Enterprise Co (HPE)
CSCO
Cisco Systems Inc
$81.83
+0.40%
TECHNOLOGY · Cap: $319.49B
HPE
Hewlett Packard Enterprise Co
$25.78
+7.87%
TECHNOLOGY · Cap: $31.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 65% more annual revenue ($59.05B vs $35.74B). CSCO leads profitability with a 18.8% profit margin vs -0.3%. HPE appears more attractively valued with a PEG of 0.85. CSCO earns a higher WallStSmart Score of 70/100 (B-).
CSCO
Strong Buy70
out of 100
Grade: B-
HPE
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.1%
Fair Value
$130.10
Current Price
$81.83
$48.27 discount
Intrinsic value data unavailable for HPE.
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 24.9%
Earnings expanding 31.2% YoY
Generating 1.5B in free cash flow
Reasonable price relative to book value
Growing faster than its price suggests
18.4% revenue growth
Areas to Watch
Moderate valuation
Distress zone — elevated risk
Weak financial health signals
ROE of -0.5% — below average capital efficiency
Earnings declined 30.3%
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 18.8% and operating margin at 24.9%. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bull Case : HPE
The strongest argument for HPE centers on Price/Book, PEG Ratio, Revenue Growth. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Altman Z-Score.
Bear Case : HPE
The primary concerns for HPE are Piotroski F-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CSCO profiles as a mature stock while HPE is a growth play — different risk/reward profiles.
HPE carries more volatility with a beta of 1.31 — expect wider price swings.
HPE is growing revenue faster at 18.4% — 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 55/100), backed by strong 18.8% margins. 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 →Hewlett Packard Enterprise Co
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
The Hewlett Packard Enterprise Company (HPE) is an American multinational enterprise information technology company based in Houston, Texas, United States.
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