Cisco Systems Inc (CSCO)vsUbiquiti Networks Inc (UI)
CSCO
Cisco Systems Inc
$112.48
-2.68%
TECHNOLOGY · Cap: $442.27B
UI
Ubiquiti Networks Inc
$523.05
-2.22%
TECHNOLOGY · Cap: $32.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 1862% more annual revenue ($60.75B vs $3.10B). UI leads profitability with a 30.4% profit margin vs 19.7%. UI appears more attractively valued with a PEG of 1.10. CSCO earns a higher WallStSmart Score of 71/100 (B).
CSCO
Strong Buy71
out of 100
Grade: B
UI
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSCO.
Margin of Safety
-44.1%
Fair Value
$371.06
Current Price
$523.05
$151.99 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
Every $100 of equity generates 78 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 36.9%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
18.7% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 9.1x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 26.3x 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 : UI
The strongest argument for UI centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 30.4% and operating margin at 36.9%. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : CSCO
The primary concerns for CSCO are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book.
Key Dynamics to Monitor
CSCO profiles as a mature stock while UI is a growth play — different risk/reward profiles.
UI carries more volatility with a beta of 1.31 — expect wider price swings.
UI is growing revenue faster at 18.7% — 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 65/100), backed by strong 19.7% margins and 12.0% 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 →Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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