Cisco Systems Inc (CSCO)vsLantronix Inc (LTRX)
CSCO
Cisco Systems Inc
$81.83
+1.20%
TECHNOLOGY · Cap: $319.49B
LTRX
Lantronix Inc
$6.08
+2.01%
TECHNOLOGY · Cap: $226.25M
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 50414% more annual revenue ($59.05B vs $116.91M). CSCO leads profitability with a 18.8% profit margin vs -7.9%. LTRX appears more attractively valued with a PEG of 0.91. CSCO earns a higher WallStSmart Score of 70/100 (B-).
CSCO
Strong Buy70
out of 100
Grade: B-
LTRX
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.1%
Fair Value
$130.10
Current Price
$81.83
$48.27 discount
Intrinsic value data unavailable for LTRX.
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
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Distress zone — elevated risk
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -12.1% — below average capital efficiency
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 : LTRX
The strongest argument for LTRX centers on PEG Ratio. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Altman Z-Score.
Bear Case : LTRX
The primary concerns for LTRX are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CSCO profiles as a mature stock while LTRX is a turnaround play — different risk/reward profiles.
LTRX carries more volatility with a beta of 1.56 — expect wider price swings.
CSCO is growing revenue faster at 9.7% — 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 36/100), 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 →Lantronix Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Lantronix, Inc. provides Software as a Service (SaaS), hardware and engineering services for Edge Computing, Internet of Things (IoT) and Remote Environment Management (REM) in the Americas, Europe, the Middle East, Africa and Asia Pacific Japan. The company is headquartered in Irvine, California.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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