Cisco Systems Inc (CSCO)vsUbiquiti Networks Inc (UI)
CSCO
Cisco Systems Inc
$109.51
-0.66%
TECHNOLOGY · Cap: $442.08B
UI
Ubiquiti Networks Inc
$589.48
-1.17%
TECHNOLOGY · Cap: $34.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 1834% more annual revenue ($63.33B vs $3.27B). UI leads profitability with a 29.3% profit margin vs 20.9%. CSCO appears more attractively valued with a PEG of 1.01. CSCO earns a higher WallStSmart Score of 75/100 (B).
CSCO
Strong Buy75
out of 100
Grade: B
UI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSCO.
Margin of Safety
-51.2%
Fair Value
$394.45
Current Price
$589.48
$195.03 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
Strong operational efficiency at 27.7%
17.6% revenue growth
Every $100 of equity generates 67 in profit
Strong operational efficiency at 36.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Revenue surging 23.5% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.6x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 29.7x book value
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 : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Debt/Equity. Profitability is solid with margins at 29.3% and operating margin at 36.3%. Revenue growth of 23.5% demonstrates continued momentum.
Bear Case : CSCO
The primary concerns for CSCO are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Piotroski F-Score, Price/Book.
Key Dynamics to Monitor
UI carries more volatility with a beta of 1.32 — expect wider price swings.
UI is growing revenue faster at 23.5% — sustainability is the question.
CSCO generates stronger free cash flow (5.0B), providing more financial flexibility.
Monitor COMMUNICATION EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CSCO scores higher overall (75/100 vs 63/100), backed by strong 20.9% margins and 17.6% revenue growth. Both earn "Strong Buy" and "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 →Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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