Cisco Systems Inc (CSCO)vsPalantir Technologies Inc. (PLTR)
CSCO
Cisco Systems Inc
$121.31
+2.54%
TECHNOLOGY · Cap: $466.31B
PLTR
Palantir Technologies Inc.
$126.79
-1.74%
TECHNOLOGY · Cap: $309.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 1063% more annual revenue ($60.75B vs $5.22B). PLTR leads profitability with a 43.7% profit margin vs 19.7%. CSCO appears more attractively valued with a PEG of 1.58. PLTR earns a higher WallStSmart Score of 75/100 (B).
CSCO
Strong Buy71
out of 100
Grade: B
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSCO.
Margin of Safety
-66.0%
Fair Value
$76.36
Current Price
$126.79
$50.43 premium
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
Mega-cap, among the largest globally
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Revenue surging 84.7% year-over-year
Earnings expanding 325.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 9.8x book value
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 35.9x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 43.7% and operating margin at 46.2%. Revenue growth of 84.7% demonstrates continued momentum.
Bear Case : CSCO
The primary concerns for CSCO are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 150.1x leaves little room for execution misses.
Key Dynamics to Monitor
CSCO profiles as a mature stock while PLTR is a growth play — different risk/reward profiles.
PLTR carries more volatility with a beta of 1.56 — expect wider price swings.
PLTR is growing revenue faster at 84.7% — sustainability is the question.
CSCO generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (75/100 vs 71/100), backed by strong 43.7% margins and 84.7% revenue growth. Both earn "Strong Buy" and "Strong 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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