Cisco Systems Inc (CSCO)vsNebius Group N.V. (NBIS)
CSCO
Cisco Systems Inc
$98.72
+2.23%
TECHNOLOGY · Cap: $456.33B
NBIS
Nebius Group N.V.
$221.15
+6.70%
COMMUNICATION SERVICES · Cap: $52.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 6627% more annual revenue ($59.05B vs $877.90M). NBIS leads profitability with a 93.1% profit margin vs 18.8%. NBIS appears more attractively valued with a PEG of 0.63. CSCO earns a higher WallStSmart Score of 70/100 (B-).
CSCO
Strong Buy70
out of 100
Grade: B-
NBIS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSCO.
Margin of Safety
+33.0%
Fair Value
$309.18
Current Price
$221.15
$88.03 discount
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 3.8B in free cash flow
Keeps 93 of every $100 in revenue as profit
Revenue surging 621.0% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.2x book value
Distress zone — elevated risk
Trading at 12.3x book value
0.0% earnings growth
Elevated debt levels
Premium valuation, high expectations priced in
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 1.49 suggests the stock is reasonably priced for its growth.
Bull Case : NBIS
The strongest argument for NBIS centers on Profit Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 93.1% and operating margin at -32.1%. Revenue growth of 621.0% demonstrates continued momentum.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : NBIS
The primary concerns for NBIS are Price/Book, EPS Growth, Debt/Equity. A P/E of 80.0x leaves little room for execution misses.
Key Dynamics to Monitor
CSCO profiles as a mature stock while NBIS is a growth play — different risk/reward profiles.
NBIS carries more volatility with a beta of 1.24 — expect wider price swings.
NBIS is growing revenue faster at 621.0% — sustainability is the question.
CSCO generates stronger free cash flow (3.8B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (70/100 vs 53/100), backed by strong 18.8% margins. NBIS offers better value entry with a 33.0% margin of safety. 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 →Nebius Group N.V.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Nebius Group N.V. (Ticker: NBIS) is a forward-looking technology company specializing in advanced digital solutions designed to enhance client engagement and streamline operational efficiency across diverse sectors. By harnessing the power of cloud computing, artificial intelligence, and data analytics, Nebius equips businesses to effectively manage the complexities of the digital age. With a strong portfolio of intellectual property and meaningful strategic partnerships, the company is poised to capture significant growth opportunities in the dynamic technology landscape, positioning itself as an appealing investment choice for institutional investors seeking high-growth prospects in tech-driven markets.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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