Cisco Systems Inc (CSCO)vsGilat Satellite Networks Ltd (GILT)
CSCO
Cisco Systems Inc
$121.64
+1.88%
TECHNOLOGY · Cap: $473.64B
GILT
Gilat Satellite Networks Ltd
$14.52
-9.08%
TECHNOLOGY · Cap: $1.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 12822% more annual revenue ($60.75B vs $470.09M). CSCO leads profitability with a 19.7% profit margin vs 6.8%. CSCO appears more attractively valued with a PEG of 1.68. CSCO earns a higher WallStSmart Score of 71/100 (B).
CSCO
Strong Buy71
out of 100
Grade: B
GILT
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSCO.
Margin of Safety
-43.2%
Fair Value
$9.57
Current Price
$14.52
$4.95 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 25.0%
Earnings expanding 37.1% YoY
Generating 3.6B in free cash flow
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 20.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Moderate valuation
Smaller company, higher risk/reward
ROE of 6.0% — below average capital efficiency
6.8% margin — thin
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 19.7% and operating margin at 25.0%. Revenue growth of 12.0% demonstrates continued momentum.
Bull Case : GILT
The strongest argument for GILT centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum.
Bear Case : CSCO
The primary concerns for CSCO are PEG Ratio, Price/Book, P/E Ratio. A P/E of 40.1x leaves little room for execution misses.
Bear Case : GILT
The primary concerns for GILT are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
CSCO profiles as a mature stock while GILT is a growth play — different risk/reward profiles.
GILT carries more volatility with a beta of 1.01 — expect wider price swings.
GILT is growing revenue faster at 20.0% — 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 41/100), backed by strong 19.7% margins and 12.0% revenue growth. 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 prominent provider of satellite-based communication solutions, serving key sectors such as telecommunications, government, and enterprise. The company specializes in advanced satellite infrastructure and high-performance broadband connectivity, which are essential for applications ranging from disaster recovery to rural connectivity improvements. Leveraging its robust technological expertise and strategic alliances, Gilat is strategically positioned to meet the rising global demand for broadband access and to adapt to the evolving landscape of satellite communications. This strategic focus underlines Gilat's potential for sustained growth within the dynamic telecommunications industry.
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