Cisco Systems (CSCO)$120.41
Market Cap: 235.99 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Cisco Systems (CSCO).
TECHNOLOGY
COMMUNICATION EQUIPMENT
DCF ready
Valuation
19.0x
EV/FCF, 5.3% FCF yield
Quality
14.2%
ROIC, 23.5% FCF margin
Growth
2.8%
5Y sales (revenue) CAGR
Balance sheet
0.5x
Debt/equity, 1.0x current ratio
Superinvestors
8
Top: Nicolai Tangen (4.6%)
Strengths to research
- Return on equity is strong at 21.7%.
- Free cash flow margin is healthy at 23.5%.
- Debt/equity looks manageable at 0.5x.
- 8 tracked superinvestors report a position.
Watchouts
- P/E is elevated at 47.2x.
- Current ratio is below 1 at 1.0x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for CSCO.
Grade C
61
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| CSCO Target | Cisco Systems | $236.0B | 47.2x | 19.0x | 14.2% | 2.8% | 23.5% | 64.9% | 1.3x | N/A |
| CRM | Salesforce.com | $261.6B | 23.1x | 18.7x | 10.1% | 14.3% | 34.7% | 77.7% | 0.7x | N/A |
| NOW | ServiceNow Inc. | $202.4B | 61.2x | 43.4x | 13.5% | 24.1% | 34.5% | 77.5% | -1.5x | N/A |
| UBER | Uber Technologies Inc. | $178.7B | 15.2x | 18.7x | 26.7% | 36.1% | 18.8% | N/A | 0.6x | N/A |
| INTU | Intuit Inc. | $176.7B | 23.4x | 29.4x | 15.1% | 19.7% | 32.5% | N/A | 0.6x | N/A |
| AMD | Advanced Micro Devices | $163.4B | 176.4x | 23.4x | 6.9% | 28.8% | 19.4% | 49.5% | -1.3x | N/A |
| ADBE | Adobe Inc. | $162.4B | 14.7x | 16.6x | 40.0% | 13.1% | 41.4% | 89.3% | 0.1x | N/A |
| SAP | SAP SE | $353.0B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| QCOM | QUALCOMM Inc. | $153.1B | 47.5x | 12.7x | 15.4% | 13.5% | 28.9% | N/A | 0.7x | N/A |
Financial Charts
No financial data available for CSCO (annual).
8 superinvestors own CSCO
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Nicolai Tangen AKO Capital | 3,043,637 | $236M | 4.62% | 0.0% |
| Richard Pzena Hancock Classic Value | 1,308,740 | $102M | 0.33% | 0.0% |
| Thomas Gayner Markel Group | 355,500 | $28M | 0.23% | 0.0% |
| Yacktman Asset Management Yacktman Asset Management | 210,580 | $16M | 0.22% | 0.0% |
| Dodge & Cox Dodge & Cox | 105,119 | $8M | 0.00% | 0.0% |
| Tweedy Browne Co. Tweedy Browne Value Fund | 55,199 | $4M | 0.34% | 0.0% |
| Robert Olstein Olstein Capital Management | 46,000 | $4M | 0.78% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 19,827 | $2M | 0.02% | 0.0% |