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CSCO.MX$2190.01+3.55%
Fair $2190.01+0.0%

CSCO.MX

Cisco Systems, Inc.

Technology / Communication EquipmentMexico

$2190.01

+75.01 (+3.55%)

Fairly Valued+0.0%Fair Value $2190.01Fund rank 37/100 · Data gapFallback financials|
SA 57/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $13.3B · quality 78.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

57/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
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 · CSCO.MXLocal 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

$8.63T

P/E

42.1x

↑

EV/EBITDA

566.0x

↑

ROE

21.7%

↑

Gross Margin

64.9%

↑

Debt/Equity

0.60

↑
52-Week Range$2190
$1210$2204

TradingView lightweight chart

CSCO.MX price, volumen y niveles de valoración

Último $2,190Periodo +906.9%
Fair value: $2,190

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+3.2%

FCF CAGR

+1.4%

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

2022-FY → 2025-FY

Gross margin

64.9%+2.4% pts

Operating margin

22.1%-5.0% pts

Net margin

18.0%-4.9% pts

FCF margin

23.5%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$56.65B$56.65B$53.80B$57.00B$51.56B
Net Income$10.18B$10.18B$10.32B$12.61B$11.81B
EBITDA$15.50B$15.50B$15.75B$17.47B$16.79B
EPS2.552.552.543.072.82
Gross Margin64.9%64.9%64.7%62.7%62.5%
Operating Margin22.1%22.1%24.1%27.3%27.1%
Net Margin18.0%18.0%19.2%22.1%22.9%
Balance Sheet
Debt/Equity0.600.600.680.190.24
Current Ratio0.930.93———
Cash Flow
Free Cash Flow$13.29B$13.29B$10.21B$19.04B$12.75B
Returns
ROE21.7%21.7%22.7%28.4%29.7%
Valuation
P/E42.0942.09347.25299.02325.18
EV/EBITDA566.01566.01229.01215.59229.04
P/B186.92186.9278.8284.9696.65
Growth & Yield
Revenue Growth5.3%5.3%-5.6%10.6%—
EPS Growth0.4%0.4%-17.3%8.9%—
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

324.0%

muy exigente

EPS terminal req.

$194.33

Spread vs growth

-323.6%

5Y implied EPS CAGR

147.1%

muy exigente

EPS terminal req.

$235.14

Spread vs growth

-146.8%

10Y implied EPS CAGR

64.9%

muy exigente

EPS terminal req.

$378.69

Spread vs growth

-64.5%

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 +78.6%

Total return

+78.6%

Start / end P/E

486.6x → 858.8x

EPS bridge

2.54 → 2.55

Residual

+0.3%

EPS growth+0.4%
Multiple rerating+76.5%
Dividend+1.4%
Residual / FX / buybacks / cross-term+0.3%

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.