Cisco Systems Inc (CSCO)vsCommScope Holding Company, Inc. (VISN)
CSCO
Cisco Systems Inc
$113.56
+0.96%
TECHNOLOGY · Cap: $442.27B
VISN
CommScope Holding Company, Inc.
$11.55
-2.28%
TECHNOLOGY · Cap: $2.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Cisco Systems Inc generates 2914% more annual revenue ($60.75B vs $2.02B). VISN leads profitability with a 347.7% profit margin vs 19.7%. CSCO appears more attractively valued with a PEG of 1.56. VISN earns a higher WallStSmart Score of 74/100 (B).
CSCO
Strong Buy71
out of 100
Grade: B
VISN
Strong Buy74
out of 100
Grade: B
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
Keeps 348 of every $100 in revenue as profit
Earnings expanding 704.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Revenue surging 21.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 9.2x book value
Distress zone — elevated risk
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : VISN
The strongest argument for VISN centers on Price/Book, Profit Margin, EPS Growth. Profitability is solid with margins at 347.7% and operating margin at 7.1%. Revenue growth of 21.6% demonstrates continued momentum.
Bear Case : CSCO
The primary concerns for CSCO are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : VISN
The primary concerns for VISN are PEG Ratio, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
CSCO profiles as a mature stock while VISN is a growth play — different risk/reward profiles.
VISN carries more volatility with a beta of 1.93 — expect wider price swings.
VISN is growing revenue faster at 21.6% — sustainability is the question.
CSCO generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
VISN scores higher overall (74/100 vs 71/100), backed by strong 347.7% margins and 21.6% 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 →CommScope Holding Company, Inc.
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Gyroscope Therapeutics Holdings plc, a clinical-stage gene therapy company, develops gene therapy products to treat patients with eye diseases. The company is headquartered in Stevenage, the United Kingdom.
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