NASD · Technology · Communication Equipment · USA
Cisco Systems Inc is a mega cap company (market value over $200 billion) in the Communication Equipment industry.
Cisco designs and sells hardware, software, and AI-powered digital infrastructure for networking, security, collaboration, and observability. The company operates globally across three geographic segments: Americas, EMEA, and APJC. Its customers include businesses of various sizes, public institutions, governments, and service providers, to whom it provides products alongside technical support and professional services.
From its FY2026 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Cisco Systems Inc stock.
Undervalued: intrinsic value $135.68 per share, market price $106.50, margin of safety 21.5% (as of 2026-10-19).
A 8.8x revenue multiple, adjusted for growth and margin, values the shares at $135.68; the price of $106.50 is 22% below that value.
Leak Score: 50/100 on 12 of 12 signals (Weak Signal).
17 more funds hold it; the full list is part of the paid plan.
All 45 Communication Equipment stocks
2 more in this industry show a wider margin of safety.
CSCO is undervalued (as of the 2026-10-19 close). A 8.8x revenue multiple, adjusted for growth and margin, values the shares at $135.68; the price of $106.50 is 22% below that value.
$135.68 per share (as of the 2026-10-19 close), against a market price of $106.50. That is a margin of safety of 21.5%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
The price pays less for each dollar of sales than its growth and margins justify. Times its sales the price pays: 7.0x. Multiple we apply for its growth and margins: 8.8x.
50 out of 100, which we rate "Weak Signal", on 12 of 12 value investing signals.