CommScope Holding Co Inc (COMM)vsCisco Systems Inc (CSCO)
COMM
CommScope Holding Co Inc
$19.58
+2.84%
TECHNOLOGY · Cap: $4.34B
CSCO
Cisco Systems Inc
$81.83
+1.20%
TECHNOLOGY · Cap: $319.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 1014% more annual revenue ($59.05B vs $5.30B). CSCO leads profitability with a 18.8% profit margin vs 17.6%. CSCO appears more attractively valued with a PEG of 1.32. CSCO earns a higher WallStSmart Score of 70/100 (B-).
COMM
Buy56
out of 100
Grade: C
CSCO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-146.0%
Fair Value
$7.96
Current Price
$19.58
$11.62 premium
Margin of Safety
+37.1%
Fair Value
$130.10
Current Price
$81.83
$48.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 50.6% year-over-year
Conservative balance sheet, low leverage
Attractively priced relative to earnings
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
Areas to Watch
Expensive relative to growth rate
ROE of -18.4% — below average capital efficiency
Earnings declined 53.8%
Distress zone — elevated risk
Moderate valuation
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : COMM
The strongest argument for COMM centers on Revenue Growth, Debt/Equity, P/E Ratio. Profitability is solid with margins at 17.6% and operating margin at 19.8%. Revenue growth of 50.6% 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 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : COMM
The primary concerns for COMM are PEG Ratio, Return on Equity, EPS Growth.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
COMM profiles as a growth stock while CSCO is a mature play — different risk/reward profiles.
COMM carries more volatility with a beta of 2.40 — expect wider price swings.
COMM is growing revenue faster at 50.6% — 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 56/100), 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.
CommScope Holding Co Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
CommScope Holding Company, Inc. provides infrastructure solutions for communications and entertainment networks. The company is headquartered in Hickory, North Carolina.
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
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