Cisco Systems Inc (CSCO)vsZebra Technologies Corporation (ZBRA)
CSCO
Cisco Systems Inc
$77.65
-1.10%
TECHNOLOGY · Cap: $306.80B
ZBRA
Zebra Technologies Corporation
$203.62
-1.25%
TECHNOLOGY · Cap: $10.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 994% more annual revenue ($59.05B vs $5.40B). CSCO leads profitability with a 18.8% profit margin vs 7.8%. ZBRA appears more attractively valued with a PEG of 0.44. CSCO earns a higher WallStSmart Score of 70/100 (B-).
CSCO
Strong Buy70
out of 100
Grade: B-
ZBRA
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$128.70
Current Price
$77.65
$51.05 discount
Margin of Safety
-359.6%
Fair Value
$54.94
Current Price
$203.62
$148.68 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 24.9%
Earnings expanding 31.2% YoY
Generating 1.5B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Distress zone — elevated risk
Moderate valuation
7.8% margin — thin
Weak financial health signals
Earnings declined 55.8%
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 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : ZBRA
The strongest argument for ZBRA centers on PEG Ratio, Price/Book. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.44 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 : ZBRA
The primary concerns for ZBRA are P/E Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
CSCO profiles as a mature stock while ZBRA is a value play — different risk/reward profiles.
ZBRA carries more volatility with a beta of 1.68 — expect wider price swings.
ZBRA is growing revenue faster at 10.6% — 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 63/100), backed by strong 18.8% margins. Both earn "Strong Buy" and "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 →Zebra Technologies Corporation
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Zebra Technologies Corporation is an American company that manufactures and sells marking, tracking, and computer printing technologies. Its products include thermal barcode label and receipt printers, RFID smart label printers/encoders/fixed & handheld readers/antennas, and card and kiosk printers that are used for barcode labeling, personal identification, and specialty printing, principally in the manufacturing, supply chain, retail, healthcare, and government sectors.
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