ADTRAN Inc (ADTN)vsCisco Systems Inc (CSCO)
ADTN
ADTRAN Inc
$15.35
-11.12%
TECHNOLOGY · Cap: $1.45B
CSCO
Cisco Systems Inc
$121.64
-0.60%
TECHNOLOGY · Cap: $498.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 5313% more annual revenue ($60.75B vs $1.12B). CSCO leads profitability with a 19.7% profit margin vs -3.2%. CSCO appears more attractively valued with a PEG of 1.78. CSCO earns a higher WallStSmart Score of 68/100 (B-).
ADTN
Hold37
out of 100
Grade: F
CSCO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.3%
Fair Value
$32.80
Current Price
$15.35
$17.45 discount
Intrinsic value data unavailable for CSCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
15.5% revenue growth
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
Areas to Watch
Expensive relative to growth rate
Trading at 9.0x book value
Smaller company, higher risk/reward
Operating margin of 2.3%
Expensive relative to growth rate
Trading at 9.8x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ADTN
The strongest argument for ADTN centers on Revenue Growth. Revenue growth of 15.5% demonstrates continued momentum.
Bull 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.
Bear Case : ADTN
The primary concerns for ADTN are PEG Ratio, Price/Book, Market Cap. Debt-to-equity of 1.59 is elevated, increasing financial risk.
Bear Case : CSCO
The primary concerns for CSCO are PEG Ratio, Price/Book, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Key Dynamics to Monitor
ADTN profiles as a growth stock while CSCO is a mature play — different risk/reward profiles.
ADTN carries more volatility with a beta of 1.47 — expect wider price swings.
ADTN is growing revenue faster at 15.5% — sustainability is the question.
CSCO generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (68/100 vs 37/100), backed by strong 19.7% margins and 12.0% revenue growth. ADTN offers better value entry with a 68.3% margin of safety. 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.
ADTRAN Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
ADTRAN, Inc. provides networking and communications platforms and services for service providers, cable / multi-system operators, small and medium-sized businesses, and distributed businesses in the United States, Germany, Mexico, and internationally. The company is headquartered in Huntsville, Alabama.
Visit Website →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 →Compare with Other COMMUNICATION EQUIPMENT Stocks
Want to dig deeper into these stocks?