Ceragon Networks Ltd (CRNT)vsCisco Systems Inc (CSCO)
CRNT
Ceragon Networks Ltd
$2.07
+1.97%
TECHNOLOGY · Cap: $188.95M
CSCO
Cisco Systems Inc
$112.13
+4.37%
TECHNOLOGY · Cap: $442.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 18163% more annual revenue ($63.33B vs $346.73M). CSCO leads profitability with a 20.9% profit margin vs -0.9%. CSCO appears more attractively valued with a PEG of 1.01. CSCO earns a higher WallStSmart Score of 75/100 (B).
CRNT
Hold37
out of 100
Grade: F
CSCO
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.6%
Fair Value
$7.23
Current Price
$2.07
$5.16 discount
Intrinsic value data unavailable for CSCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Earnings expanding 52.1% YoY
Every $100 of equity generates 26 in profit
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 27.7%
17.6% revenue growth
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 1.7%
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.8x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRNT
The strongest argument for CRNT centers on Price/Book, Debt/Equity. Revenue growth of 14.2% demonstrates continued momentum.
Bull Case : CSCO
The strongest argument for CSCO centers on Market Cap, EPS Growth, Return on Equity. Profitability is solid with margins at 20.9% and operating margin at 27.7%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : CRNT
The primary concerns for CRNT are Market Cap, Operating Margin, Piotroski F-Score.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
CRNT profiles as a turnaround stock while CSCO is a growth play — different risk/reward profiles.
CRNT carries more volatility with a beta of 1.36 — expect wider price swings.
CSCO is growing revenue faster at 17.6% — sustainability is the question.
CSCO generates stronger free cash flow (5.0B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (75/100 vs 37/100), backed by strong 20.9% margins and 17.6% revenue growth. CRNT offers better value entry with a 67.6% 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.
Ceragon Networks Ltd
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ceragon Networks Ltd. provides wireless backhaul solutions that enable cellular operators and other wireless service providers to provide voice and data services. The company is headquartered in Tel Aviv, Israel.
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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