Cisco Systems Inc (CSCO)vsSilicom (SILC)
CSCO
Cisco Systems Inc
$81.83
+1.20%
TECHNOLOGY · Cap: $319.49B
SILC
Silicom
$22.60
+13.57%
TECHNOLOGY · Cap: $113.55M
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 95262% more annual revenue ($59.05B vs $61.93M). CSCO leads profitability with a 18.8% profit margin vs -18.5%. CSCO appears more attractively valued with a PEG of 1.32. CSCO earns a higher WallStSmart Score of 70/100 (B-).
CSCO
Strong Buy70
out of 100
Grade: B-
SILC
Hold43
out of 100
Grade: D
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 SILC.
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
16.7% revenue growth
Areas to Watch
Moderate valuation
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of -9.4% — below average capital efficiency
Earnings declined 79.6%
Negative free cash flow — burning cash
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 : SILC
The strongest argument for SILC centers on Price/Book, Revenue Growth. Revenue growth of 16.7% demonstrates continued momentum. PEG of 1.41 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 : SILC
The primary concerns for SILC are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CSCO profiles as a mature stock while SILC is a growth play — different risk/reward profiles.
SILC carries more volatility with a beta of 1.06 — expect wider price swings.
SILC is growing revenue faster at 16.7% — 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 43/100), backed by strong 18.8% margins. 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 →Silicom
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Silicom Ltd. designs, manufactures, markets and supports network and data infrastructure solutions for a variety of servers, server-based systems, and communications devices in North America, Europe, and Asia Pacific. The company is headquartered in Kfar Sava, Israel.
Compare with Other COMMUNICATION EQUIPMENT Stocks
Want to dig deeper into these stocks?