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Description
Cisco Systems, Inc. (Cisco) designs and sells a broad range of technologies that help to power, secure, and draw insights from the Internet.
The company is incorporating artificial intelligence (AI) into its product portfolios across networking, sec…
Analysis
Quality compounder
Cisco Systems, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 36.1×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 14% a year, against analyst forecasts of 9%. The gap between price and consensus is worth watching: demanding expectations.
Growth is moderate; the safety picture is adequate. The company scores 16/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.
Flags to be aware of: A large part of the company's book value is the price paid for past acquisitions. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202379
63
2023202420252026
All-time high
93
Jan 2026
All-time low
25
Jul 2024
Average rank
73
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
23
11
9
13
Price/Earnings
51
58
60
57
Price/Book
22
39
39
24
Dividend Yield
84
92
98
84
Value (overall)
51
55
63
46
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.