Cisco Systems Inc (CSCO) is overvalued and Ubiquiti Inc (UI) is fairly valued.
Both trade above our estimate of their intrinsic value. UI is the closer of the two: -0%, against -101% for CSCO.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.7% (average of 3 methods) values the shares at $53.03; the price of $106.44 is 101% above that value, and 73% of that value comes from beyond year five.
Leak Score 44/100 on 10 of 12 signals
A 10.6x revenue multiple, adjusted for growth and margin, values the shares at $579.86; the price of $580.88 sits right on that value.
Leak Score 69/100 on 9 of 12 signals
| Metric | CSCO | UI |
|---|---|---|
| Verdict | Overvalued | Fairly valued |
| Price | $106.44 | $580.88 |
| Intrinsic value | $53.03 | $579.86 |
| Margin of safety | -101% | -0% |
| Leak Score | 44/100 (10/12) | 69/100 (9/12) |
| Market cap | $419.6B | $35.2B |
| Revenue growth, 5 years | 4.9% | 11.5% |
| Operating margin | 25.2% | 36.2% |
| Net margin | 20.9% | 29.3% |
| Return on equity | 27.3% | 91.1% |
| Debt to equity | 0.62 | 0.06 |
| P/E | 32.0x | 36.6x |
| Forward P/E | 19.2x | 29.7x |
| P/B | 8.3x | 24.4x |
| Dividend yield | 1.6% | 0.6% |