Cisco Systems Inc (CSCO)vsSonos Inc (SONO)
CSCO
Cisco Systems Inc
$107.39
-2.24%
TECHNOLOGY · Cap: $464.99B
SONO
Sonos Inc
$17.34
-1.98%
TECHNOLOGY · Cap: $2.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 4149% more annual revenue ($63.33B vs $1.49B). CSCO leads profitability with a 20.9% profit margin vs 3.8%. CSCO trades at a lower P/E of 33.9x. CSCO earns a higher WallStSmart Score of 77/100 (B+).
CSCO
Strong Buy77
out of 100
Grade: B+
SONO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSCO.
Margin of Safety
-32.1%
Fair Value
$12.49
Current Price
$17.34
$4.85 premium
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%
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
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
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Operating margin of 4.4%
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 : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : SONO
The primary concerns for SONO are P/E Ratio, Return on Equity, Profit Margin. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CSCO profiles as a growth stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
CSCO is growing revenue faster at 17.6% — 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 47/100), backed by strong 20.9% margins and 17.6% 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 →Sonos Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sonos, Inc. designs, develops, manufactures, and sells multi-room audio products in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Santa Barbara, California.
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