Cisco Systems Inc (CSCO)vsNETGEAR Inc (NTGR)
CSCO
Cisco Systems Inc
$121.64
+1.88%
TECHNOLOGY · Cap: $473.64B
NTGR
NETGEAR Inc
$25.74
-1.72%
TECHNOLOGY · Cap: $648.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 8623% more annual revenue ($60.75B vs $696.38M). CSCO leads profitability with a 19.7% profit margin vs -3.6%. NTGR appears more attractively valued with a PEG of 0.74. CSCO earns a higher WallStSmart Score of 71/100 (B).
CSCO
Strong Buy71
out of 100
Grade: B
NTGR
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSCO.
Margin of Safety
-5.4%
Fair Value
$19.47
Current Price
$25.74
$6.27 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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of -8.5% — below average capital efficiency
Revenue declined 2.0%
Earnings declined 68.7%
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 : NTGR
The strongest argument for NTGR centers on Price/Book, Debt/Equity, PEG Ratio. PEG of 0.74 suggests the stock is reasonably priced for its growth.
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 : NTGR
The primary concerns for NTGR are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
CSCO profiles as a mature stock while NTGR is a turnaround play — different risk/reward profiles.
NTGR carries more volatility with a beta of 1.18 — expect wider price swings.
CSCO is growing revenue faster at 12.0% — 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 44/100), 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 →NETGEAR Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
NETGEAR, Inc. designs, develops, and markets Internet-connected products and networks for consumers, businesses, and service providers. The company is headquartered in San Jose, California.
Visit Website →Compare with Other COMMUNICATION EQUIPMENT Stocks
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