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Cisco designs and sells a broad range of technologies that help to power, secure, and draw insights from the Internet. We are incorporating artificial intelligence (AI) into our product portfolios across networking, security, collaboration and observability as well as integrating our products more tightly together.
$119.67
+$1.34 (+1.13%)
Price from 7 days ago
Margins and capital returns are both well above average: 20.75% operating margin, ROIC at 15.50%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue grew 5.3%, steady but not accelerating.
At 40x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
39.8x earnings, 40.4x FCF. Not cheap, the quality is already reflected in the price. Upside from here requires either margin expansion or growth re-acceleration, not just continuation.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$60.75B
▲ +5.3% YoY
Net Income (TTM)
$11.96B
▼ -1.4% YoY
Op. Margin
23.36%
▼ -1.9pp YoY
ROIC
16.46%
▼ -1.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$11.79B
▲ +30.1% YoY
Op. Cash Flow (TTM)
$13.03B
▲ +30.5% YoY
Net Debt
$7.93B
Cash & Equiv.
$16.64B
5Y CAGR: +2.8%
5Y CAGR: -1.9%
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