Cisco Systems Inc (CSCO)vsOklo Inc. (OKLO)
CSCO
Cisco Systems Inc
$81.83
+1.20%
TECHNOLOGY · Cap: $319.49B
OKLO
Oklo Inc.
$55.27
+0.56%
UTILITIES · Cap: $9.54B
Smart Verdict
WallStSmart Research — data-driven comparison
CSCO leads profitability with a 18.8% profit margin vs 0.0%. CSCO earns a higher WallStSmart Score of 70/100 (B-).
CSCO
Strong Buy70
out of 100
Grade: B-
OKLO
Avoid28
out of 100
Grade: F
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 OKLO.
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
Earnings expanding 29.7% YoY
Areas to Watch
Moderate valuation
Distress zone — elevated risk
0.0% revenue growth
0.0% margin — thin
Operating margin of 0.0%
Weak financial health signals
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 : OKLO
The strongest argument for OKLO centers on EPS Growth.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Altman Z-Score.
Bear Case : OKLO
The primary concerns for OKLO are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
CSCO profiles as a mature stock while OKLO is a value play — different risk/reward profiles.
CSCO carries more volatility with a beta of 0.83 — expect wider price swings.
CSCO is growing revenue faster at 9.7% — 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 28/100), backed by strong 18.8% margins. 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.
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 →Oklo Inc.
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. The company is headquartered in Santa Clara, California.
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