Cisco Systems Inc (CSCO)vsOndas Holdings Inc. (ONDS)
CSCO
Cisco Systems Inc
$121.64
+1.66%
TECHNOLOGY · Cap: $473.64B
ONDS
Ondas Holdings Inc.
$8.89
-4.10%
TECHNOLOGY · Cap: $4.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 62781% more annual revenue ($60.75B vs $96.61M). ONDS leads profitability with a 251.9% profit margin vs 19.7%. CSCO trades at a lower P/E of 40.1x. CSCO earns a higher WallStSmart Score of 71/100 (B).
CSCO
Strong Buy71
out of 100
Grade: B
ONDS
Hold49
out of 100
Grade: D+
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
Keeps 252 of every $100 in revenue as profit
Revenue surging 1080.0% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
0.0% earnings growth
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : ONDS
The strongest argument for ONDS centers on Profit Margin, Revenue Growth, Debt/Equity. Profitability is solid with margins at 251.9% and operating margin at -85.1%. Revenue growth of 1080.0% demonstrates continued momentum.
Bear Case : CSCO
The primary concerns for CSCO are PEG Ratio, Price/Book, P/E Ratio. A P/E of 40.1x leaves little room for execution misses.
Bear Case : ONDS
The primary concerns for ONDS are EPS Growth, P/E Ratio, Free Cash Flow. A P/E of 103.7x leaves little room for execution misses.
Key Dynamics to Monitor
CSCO profiles as a mature stock while ONDS is a growth play — different risk/reward profiles.
ONDS carries more volatility with a beta of 2.62 — expect wider price swings.
ONDS is growing revenue faster at 1080.0% — sustainability is the question.
CSCO generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (71/100 vs 49/100), backed by strong 19.7% margins and 12.0% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Ondas Holdings Inc.
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ondas Holdings Inc. designs, develops, manufactures, sells, and supports the FullMAX software-defined radio (SDR) platform in the United States and internationally. The company is headquartered in Nantucket, Massachusetts.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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