Cisco Systems Inc (CSCO)vsGilat Satellite Networks Ltd (GILT)
CSCO
Cisco Systems Inc
$81.83
+1.20%
TECHNOLOGY · Cap: $319.49B
GILT
Gilat Satellite Networks Ltd
$16.81
+0.84%
TECHNOLOGY · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 12975% more annual revenue ($59.05B vs $451.66M). CSCO leads profitability with a 18.8% profit margin vs 4.6%. CSCO appears more attractively valued with a PEG of 1.32. CSCO earns a higher WallStSmart Score of 70/100 (B-).
CSCO
Strong Buy70
out of 100
Grade: B-
GILT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.1%
Fair Value
$130.10
Current Price
$81.83
$48.27 discount
Margin of Safety
-493.1%
Fair Value
$2.31
Current Price
$16.81
$14.50 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Revenue surging 75.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
4.6% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : GILT
The strongest argument for GILT centers on Revenue Growth, Price/Book. Revenue growth of 75.3% demonstrates continued momentum.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Altman Z-Score.
Bear Case : GILT
The primary concerns for GILT are Market Cap, Return on Equity, Profit Margin. A P/E of 47.8x leaves little room for execution misses. Thin 4.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
CSCO profiles as a mature stock while GILT is a hypergrowth play — different risk/reward profiles.
GILT carries more volatility with a beta of 0.91 — expect wider price swings.
GILT is growing revenue faster at 75.3% — 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 44/100), backed by strong 18.8% margins. 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.
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 →Gilat Satellite Networks Ltd
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Gilat Satellite Networks Ltd. (GILT) is a leading global provider of satellite-based communication solutions, catering to diverse sectors including telecommunications, government, and enterprise. The company is distinguished by its innovative approach and comprehensive portfolio, which features advanced satellite infrastructure, ground systems, and high-performance broadband connectivity. Gilat's critical role in providing satellite broadband services supports key initiatives like disaster recovery and rural connectivity, positioning it strategically to capitalize on the growing demand for global broadband access and the expansion of satellite communication networks. With a robust technology base and strategic alliances, Gilat is well-equipped to navigate the evolving telecommunications landscape.
Compare with Other COMMUNICATION EQUIPMENT Stocks
Want to dig deeper into these stocks?