Cisco Systems Inc (CSCO)vsHewlett Packard Enterprise Co (HPE)
CSCO
Cisco Systems Inc
$107.39
-2.24%
TECHNOLOGY · Cap: $464.99B
HPE
Hewlett Packard Enterprise Co
$55.13
-5.97%
TECHNOLOGY · Cap: $92.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 51% more annual revenue ($63.33B vs $41.87B). CSCO leads profitability with a 20.9% profit margin vs 6.7%. HPE appears more attractively valued with a PEG of 0.50. CSCO earns a higher WallStSmart Score of 77/100 (B+).
CSCO
Strong Buy77
out of 100
Grade: B+
HPE
Strong Buy70
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Strong operational efficiency at 27.7%
Growing faster than its price suggests
Revenue surging 33.7% year-over-year
Earnings expanding 410.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.4x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
6.7% margin — thin
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : HPE
The strongest argument for HPE centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 33.7% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : HPE
The primary concerns for HPE are P/E Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
CSCO profiles as a growth stock while HPE is a hypergrowth play — different risk/reward profiles.
HPE carries more volatility with a beta of 1.44 — expect wider price swings.
HPE is growing revenue faster at 33.7% — sustainability is the question.
CSCO generates stronger free cash flow (5.0B), providing more financial flexibility.
Bottom Line
CSCO scores higher overall (77/100 vs 70/100), backed by strong 20.9% margins and 17.6% revenue growth. Both earn "Strong Buy" and "Strong 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.
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 →Hewlett Packard Enterprise Co
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
The Hewlett Packard Enterprise Company (HPE) is an American multinational enterprise information technology company based in Houston, Texas, United States.
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