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CSCO$121.72+1.08%
Fair $121.72+0.0%

CSCO

Cisco Systems, Inc.

Technology / Communication EquipmentNasdaqGS

$121.72

+1.31 (+1.08%)

Fairly Valued+0.0%Fair Value $121.72Fund rank 38/100 · Data gapFallback financials|
SA 56/C
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $13.3B · quality 79.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

56/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 0unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · CSCOLocal privado en este navegador · Cisco Systems, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$479.8B

P/E

40.6x

↑

EV/EBITDA

32.7x

↑

ROE

21.7%

↑

Gross Margin

64.9%

↑

Debt/Equity

0.60

↑
52-Week Range$122
$62$122

TradingView lightweight chart

CSCO price, volumen y niveles de valoración

Último $121.72Periodo +125.3%
Fair value: $121.72

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+2.1%

FCF CAGR

+1.2%

FCF margin

23.5%

FCF / Net income

1.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $56.65B · net income $10.18B · FCF $13.29B

2008-FY → 2025-FY

Gross margin

64.9%+0.8% pts

Operating margin

22.1%-1.8% pts

Net margin

18.0%-2.4% pts

FCF margin

23.5%-3.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$56.65B$56.65B$53.80B$57.00B$51.56B$49.82B$49.30B$51.90B—$48.01B$49.25B$49.16B$47.14B$48.61B$46.06B$43.22B$40.04B$36.12B$39.54B
Net Income$10.18B$10.18B$10.32B$12.61B$11.81B$10.59B$11.21B$11.62B—$9.61B$10.74B$8.98B$7.85B$9.98B$8.04B$6.49B$7.77B$6.13B$8.05B
EBITDA$15.50B$15.50B$15.75B$17.47B$16.79B$13.63B$14.52B$15.22B—$13.07B$13.66B$11.87B$10.54B$12.40B$11.16B————
EPS2.552.552.543.072.822.502.642.61—1.902.111.751.491.861.491.171.331.051.31
Gross Margin64.9%64.9%64.7%62.7%62.5%64.0%64.3%62.9%—63.0%62.9%60.4%58.9%60.6%61.2%61.4%64.0%63.9%64.1%
Operating Margin22.1%22.1%24.1%27.3%27.1%25.8%27.6%27.4%—24.9%25.7%21.9%19.8%23.0%21.9%17.8%22.9%20.3%23.9%
Net Margin18.0%18.0%19.2%22.1%22.9%21.3%22.7%22.4%—20.0%21.8%18.3%16.7%20.5%17.5%15.0%19.4%17.0%20.4%
Balance Sheet
Debt/Equity0.600.600.680.190.240.220.310.43—0.390.390.360.360.220.320.340.280.27—
Current Ratio0.930.93—————————————————
Cash Flow
Free Cash Flow$13.29B$13.29B$10.21B$19.04B$12.75B$14.76B$14.66B$14.92B—$12.91B$12.42B——$11.73B$10.37B$8.90B$9.16B$8.89B$10.82B
Returns
ROE21.7%21.7%22.7%28.4%29.7%25.7%29.6%34.6%—14.5%16.9%15.0%13.9%16.9%15.7%13.7%17.5%15.9%—
Valuation
P/E40.5840.5817.9017.1415.96——————————————
EV/EBITDA32.6632.6613.2212.2711.38——————————————
P/B10.3910.394.064.874.74——————————————
Growth & Yield
Revenue Growth5.3%5.3%-5.6%10.6%—1.0%-5.0%——-2.5%0.2%4.3%-3.0%5.5%6.6%7.9%10.9%-8.7%—
EPS Growth0.4%0.4%-17.3%8.9%—-5.3%1.1%——-10.0%20.6%17.4%-19.9%24.8%27.4%-12.0%26.7%-19.8%—
Dividend Yield1.4%1.4%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

61.8%

muy exigente

EPS terminal req.

$10.80

Spread vs growth

-61.4%

5Y implied EPS CAGR

38.7%

muy exigente

EPS terminal req.

$13.07

Spread vs growth

-38.3%

10Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$21.05

Spread vs growth

-23.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +94.5%

Total return

+94.5%

Start / end P/E

24.8x → 47.7x

EPS bridge

2.54 → 2.55

Residual

+0.4%

EPS growth+0.4%
Multiple rerating+92.3%
Dividend+1.4%
Residual / FX / buybacks / cross-term+0.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.