Cisco Systems CSCO
Cisco Systems is a multinational technology company that designs, manufactures, and sells networking equipment, software, and cybersecurity services, with a business model focused on infrastructure solutions for enterprises and telecommunications operators. Cisco shows solid growth (earnings +52.1%) and high quality (ROE 27.3%), but its valuation (P/E 32.0) already reflects these strengths, with interest rate risk limited by its low debt (ND/EBITDA 0.82).
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Cisco Systems is a multinational technology company that designs, manufactures, and sells networking equipment, software, and cybersecurity services, with a business model focused on infrastructure solutions for enterprises and telecommunications operators. Cisco shows solid growth (earnings +52.1%) and high quality (ROE 27.3%), but its valuation (P/E 32.0) already reflects these strengths, with interest rate risk limited by its low debt (ND/EBITDA 0.82).
Score by category
| Category | Score |
|---|---|
| Financial health | 6.6 |
| Quality / Moat | 8.1 |
| Valuation | 5.9 |
| Growth | 8.6 |
| Dividend | 6.4 |
| Momentum | 8.4 |
| Risk & Context | 6.4 |
OVERALL SCORE: 7.2/10
Context and risks
No specific regulatory, geopolitical, or business model risks for Cisco beyond those already reflected in its country governance risk.
News considered in the analysis
- IBM’s Dividend Survived the Old IBM. Can It Survive the New One? — Artículo sobre IBM, no aporta información sobre Cisco.
- 4 Dividend Rules That Keep Retirees From Buying a Payout That Gets Cut — Artículo genérico sobre reglas de dividendos, sin información específica de Cisco.
- What Was Cisco Telling You Before Its Stock Ran? — Análisis retrospectivo del movimiento de la acción, sin información nueva sobre el negocio.
- How to make sense of 7% mortgage rates and Oracle's AI data center disruption — El titular menciona a Oracle, no a Cisco. El contexto de tipos de interés se aborda en el análisis macro.
- 2 Nasdaq 100 Stocks to Target This Week and 1 We Question — Lista genérica de acciones sin información específica o relevante sobre Cisco.
Verdict: Hold positions; business strength and growth justify the premium, but the upside is limited at current levels.
Main risk: The main risk is a slowdown in network infrastructure spending by large enterprise and telecom customers, which could impact revenue growth and future cash generation.
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