WallStSmart

Airgain Inc (AIRG)vsCisco Systems Inc (CSCO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cisco Systems Inc generates 118366% more annual revenue ($60.75B vs $51.28M). CSCO leads profitability with a 19.7% profit margin vs -13.2%. AIRG appears more attractively valued with a PEG of 1.05. CSCO earns a higher WallStSmart Score of 71/100 (B).

AIRG

Avoid

31

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 5.7Quality: 6.5
Piotroski: 4/9Altman Z: -0.88

CSCO

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 4.3Quality: 5.0
Piotroski: 6/9Altman Z: 1.17
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AIRGUndervalued (+8.2%)

Margin of Safety

+8.2%

Fair Value

$5.88

Current Price

$5.70

$0.18 discount

UndervaluedFair: $5.88Overvalued

Intrinsic value data unavailable for CSCO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIRG2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

CSCO5 strengths · Avg: 8.6/10
Market CapQuality
$479.83B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
24.5%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
25.0%8/10

Strong operational efficiency at 25.0%

EPS GrowthGrowth
37.1%8/10

Earnings expanding 37.1% YoY

Free Cash FlowQuality
$3.56B8/10

Generating 3.6B in free cash flow

Areas to Watch

AIRG4 concerns · Avg: 2.3/10
Market CapQuality
$72.13M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-24.2%2/10

ROE of -24.2% — below average capital efficiency

Revenue GrowthGrowth
-4.2%2/10

Revenue declined 4.2%

EPS GrowthGrowth
-99.9%2/10

Earnings declined 99.9%

CSCO4 concerns · Avg: 3.0/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Price/BookValuation
9.7x4/10

Trading at 9.7x book value

P/E RatioValuation
40.6x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.172/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AIRG

The strongest argument for AIRG centers on Debt/Equity, Price/Book. PEG of 1.05 suggests the stock is reasonably priced for its growth.

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 : AIRG

The primary concerns for AIRG are Market Cap, Return on Equity, Revenue Growth.

Bear Case : CSCO

The primary concerns for CSCO are PEG Ratio, Price/Book, P/E Ratio. A P/E of 40.6x leaves little room for execution misses.

Key Dynamics to Monitor

AIRG profiles as a turnaround stock while CSCO is a mature play — different risk/reward profiles.

CSCO carries more volatility with a beta of 1.00 — expect wider price swings.

CSCO is growing revenue faster at 12.0% — 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 31/100), backed by strong 19.7% margins and 12.0% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Airgain Inc

TECHNOLOGY · COMMUNICATION EQUIPMENT · USA

Airgain Inc. (Ticker: AIRG) is a premier innovator in advanced antenna technology and wireless connectivity solutions, serving critical sectors such as automotive, telecommunications, and consumer electronics. Capitalizing on the rapid growth of the Internet of Things (IoT) market, the company harnesses its robust portfolio of patented technologies to provide tailored, high-performance solutions that enhance user experiences and operational efficiencies. With a strong commitment to innovation and strategic alliances, Airgain is well-positioned to sustain its competitive advantage, making it an attractive investment option for institutional investors aiming to engage with the evolving wireless technology sector.

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.

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