Ast Spacemobile Inc (ASTS)vsCisco Systems Inc (CSCO)
ASTS
Ast Spacemobile Inc
$133.09
-8.83%
TECHNOLOGY · Cap: $50.30B
CSCO
Cisco Systems Inc
$120.42
-1.17%
TECHNOLOGY · Cap: $456.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 69428% more annual revenue ($59.05B vs $84.94M). CSCO leads profitability with a 18.8% profit margin vs 0.0%. CSCO earns a higher WallStSmart Score of 70/100 (B-).
ASTS
Avoid30
out of 100
Grade: F
CSCO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.6%
Fair Value
$91.02
Current Price
$133.09
$42.07 premium
Intrinsic value data unavailable for CSCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 1952.0% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
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 3.6B in free cash flow
Areas to Watch
Trading at 19.1x book value
0.0% earnings growth
0.0% margin — thin
ROE of -23.4% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 10.0x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ASTS
The strongest argument for ASTS centers on Revenue Growth, Debt/Equity, Market Cap. Revenue growth of 1952.0% 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 18.8% and operating margin at 24.9%. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : ASTS
The primary concerns for ASTS are Price/Book, EPS Growth, Profit Margin.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
ASTS profiles as a hypergrowth stock while CSCO is a mature play — different risk/reward profiles.
ASTS carries more volatility with a beta of 2.60 — expect wider price swings.
ASTS is growing revenue faster at 1952.0% — sustainability is the question.
CSCO generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (70/100 vs 30/100), backed by strong 18.8% margins. 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.
Ast Spacemobile Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
AST SpaceMobile, Inc. operates a space-based cellular broadband network for mobile phones. The company is headquartered in Midland, Texas.
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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