Cisco Systems Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Cisco Systems Inc (CSCO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Cisco Systems Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 63,325M vs 1,020,184M combined for tracked competitors (5.8% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+9.0% annualized vs trailing 12 months), vs accelerating (+18.9%) for its tracked peer group.
- Growth: Cisco Systems Inc generated 17.6% revenue growth year over year in Q4 2026, vs 50.9% for its tracked competitors combined.
- Profitability: Its 22.4% net margin compares with 39.2% for the peer group.
- Scale: Cisco Systems Inc ranks #1 of 15 companies by market capitalization in the Computer Networks industry, holding 58.9% of industry market cap.
- Peer revenue share: Cisco Systems Inc accounted for 5.4% of combined revenue among its tracked peer group, down from 6.8% a year earlier.
- Peer differentiation: Revenue per employee of $0.77M compares with $1.32M for the peer group (0.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
CSCO Sales vs. its Competitors, Q4 2026
Cisco Systems Inc reported revenue growth of 17.58 % year on year in Q4 2026, below its competitors' combined revenue growth of 50.93 %.
With a net margin of 22.37 %, Cisco Systems Inc reported lower profitability than its competitors (39.22 %).
Cisco Systems Inc generated 5.38 % of the combined sales of its peer group, down from 6.80 % a year earlier.
Cisco Systems Inc vs. its Competitors, Q4 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Cisco Systems Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Cisco Systems Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (44) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Cisco Systems Inc's competitor groups requires a Commercial License.
For context: the Computer Networks industry grew revenue 19.6% year over year, combined, vs 17.6% for Cisco Systems Inc. Cisco Systems Inc's share of combined industry revenue moved from 66.77% to 65.64%, a loss of 1.13 percentage points.
Cisco Systems Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Cisco Systems Inc | Yes | Yes | Yes | No |
| Competitors combined (46) | ||||
| High-Confidence Competitors (64) | ||||
| Similar-Size Competitors (5) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
CSCO Stock Performance relative to its Competitors
CSCO Stock Performance relative to High-Confidence Competitors
CSCO Stock Performance relative to Similar-Size Competitors
CSCO Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Lumentum Holdings Inc | 282.9% | Outperformed |
| 2 | Maxlinear Inc | 282.9% | Outperformed |
| 3 | Dell Technologies Inc | 282.9% | Outperformed |
| 4 | Fastly Inc | 282.9% | Outperformed |
| 5 | Hewlett Packard Enterprise Company | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Cisco Systems Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Cisco Systems Inc's Comment on Competition and Industry Peers
We compete in the networking and communications equipment markets, providing
products and services for transporting data, voice, and video traffic across
intranets, extranets, and the Internet. These markets are characterized by rapid
change, converging technologies, and a migration to networking and communications
solutions that offer relative advantages. These market factors represent both
an opportunity and a competitive threat to us. We compete with numerous vendors
in each product category. The overall number of our competitors providing niche
product solutions may increase. Also, the identity and composition of competitors
may change as we increase our activity in our new product markets. As we continue
to expand globally, we may see new competition in different geographic regions.
In particular, we have experienced price-focused competition from competitors
in Asia, especially from China, and we anticipate this will continue.
Our competitors include Alcatel-Lucent; Amazon Web Services LLC; Arista Networks,
Inc.; ARRIS Group, Inc.; Aruba Networks, Inc.; Avaya Inc.; Brocade Communications
Systems, Inc.; Check Point Software Technologies Ltd.; Citrix Systems, Inc.;
Dell Inc.; LM Ericsson Telephone Company; Extreme Networks, Inc.; F5 Networks,
Inc.; FireEye, Inc.; Fortinet, Inc.; Hewlett-Packard Company; Huawei Technologies
Co., Ltd.; International Business Machines Corporation; Juniper Networks, Inc.;
Microsoft Corporation; Motorola Solutions, Inc.; Palo Alto Networks, Inc.; Polycom,
Inc.; Riverbed Technology, Inc.; Ruckus Wireless, Inc.; Symantec Corporation;
and VMware, Inc.; among others.
Some of these companies compete across many of our product lines, while others are primarily focused in a specific product area. Barriers to entry are relatively low, and new ventures to create products that do or could compete with our products are regularly formed. In addition, some of our competitors may have greater resources, including technical and engineering resources, than we do. As we expand into new markets, we will face competition not only from our existing competitors but also from other competitors, including existing companies with strong technological, marketing, and sales positions in those markets. We also sometimes face competition from resellers and distributors of our products. Companies with which we have strategic alliances in some areas may be competitors in other areas, and in our view this trend may increase. For example, the enterprise data center is undergoing a fundamental transformation arising from the convergence of technologies, including computing, networking, storage, and software, that previously were segregated within the data center. Due to several factors, including the availability of highly scalable and general purpose microprocessors, application-specific integrated circuits offering advanced services, standards-based protocols, cloud computing, and virtualization, the convergence of technologies within the enterprise data center is spanning multiple, previously independent, technology segments. Also, some of our current and potential competitors for enterprise data center business have made acquisitions, or announced new strategic alliances, designed to position them to provide end-to-end technology solutions for the enterprise data center. As a result of all of these developments, we face greater competition in the development and sale of enterprise data center technologies, including competition from entities that are among our long-term strategic alliance partners. Companies that are strategic alliance partners in some areas of our business may acquire or form alliances with our competitors, thereby reducing their business with us.
The principal competitive factors in the markets in which we presently compete
and may compete in the future include:
The ability to provide a broad range of networking and communications products
and services
Product performance
Price
The ability to introduce new products, including products with price-performance
advantages
The ability to reduce production costs
The ability to provide value-added features such as security, reliability, and
investment protection
Conformance to standards
Market presence
The ability to provide financing
Disruptive technology shifts and new business models
We also face competition from customers to which we license or supply technology
and suppliers from which we transfer technology. The inherent nature of networking
requires interoperability. Therefore, we must cooperate and at the same time
compete with many companies. Any inability to effectively manage these complicated
relationships with customers, suppliers, and strategic alliance partners could
have a material adverse effect on our business, operating results, and financial
condition and accordingly affect our chances of success.
Publicly Traded Peers of Cisco Systems Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Cisco Systems Inc | 425,572.38 | 63,325.00 |
| Nvidia Corp | 5,557,865.10 | 302,969.00 |
| Microsoft Corporation | 3,795,216.66 | 331,839.00 |
| Broadcom Inc | 1,708,348.59 | 89,104.00 |
| Dell Technologies Inc | 354,368.52 | 151,197.00 |
| Palo Alto Networks Inc | 299,556.76 | 11,480.00 |
| SUBTOTAL | 13,696,853.05 | 1,120,017.42 |
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Sources: Cisco Systems Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Cisco Systems Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Cisco Systems Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Ciena Corp | Named by the company | 85% |
| Datadog Inc | Named by the company | 85% |
| New Relic Inc | Named by the company | 85% |
| Juniper Networks | Named by the company | 85% |
| Ribbon Communications inc | Named by the company | 85% |
| Solarwinds Corporation | Named by the company | 85% |
| Fortinet Inc | Named by the company | 85% |
| Infinera Corp | Named by the company | 85% |
| Microsoft Corporation | Named by the company | 85% |
| Arista Networks inc | Named by the company | 85% |
| Zscaler Inc | Named by the company | 85% |
| Dynatrace Inc | Named by the company | 85% |
| Sentinelone Inc | Named by the company | 85% |
| Electronic Systems Technology Inc | Named by the company | 85% |
| A10 Networks Inc | Named by the company | 85% |
| Fastly Inc | Named by the company | 85% |
| Lumentum Holdings Inc | Named by the company | 85% |
| OBLG | Named by the company | 85% |
| Dzs Inc | Named by the company | 85% |
| Airgain Inc | Named by the company | 85% |
| F5 Inc | Named by the company | 85% |
| Casa Systems Inc | Named by the company | 85% |
| Grom Social Enterprises Inc | Named by the company | 85% |
| Inuvo Inc | Named by the company | 85% |
| Greenlit Ventures Inc | Named by the company | 85% |
| Nutanix Inc | Named by the company | 85% |
| Picocela Inc | Named by the company | 85% |
| Crexendo Inc | Named by the company | 85% |
| Super Micro Computer Inc | Named by the company | 85% |
| Elastic N v | Named by the company | 85% |
| Audiocodes ltd | Named by the company | 85% |
| Xti Aerospace Inc | Named by the company | 85% |
| Careview Communications Inc | Named by the company | 85% |
| Lightwave Logic Inc | Named by the company | 85% |
| Nice Ltd | Named by the company | 85% |
| On24 Inc | Named by the company | 85% |
| Csp inc | Named by the company | 85% |
| Taoweave Inc | Named by the company | 85% |
| Harmonic Inc | Named by the company | 85% |
| Kaltura Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Cisco Systems Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Cisco Systems Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Cisco Systems Inc | Americas 60.41 % |
| Nvidia Corp | Compute and Networking 91.34 % |
| Microsoft Corporation | Productivity and Business Processes 42.19 % |
| Broadcom Inc | Semiconductor Solutions 64.81 % |
| Dell Technologies Inc | Infrastructure Solutions Group 53.57 % |
| Corning Inc | Optical Communications 40.55 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Cisco Systems Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Cisco Systems Inc | 425,572 | 768,507 | 161,007 |
| Nvidia Corp | 5,557,865 | 7,213,548 | 4,592,357 |
| Microsoft Corporation | 3,795,217 | 1,488,067 | 599,771 |
| Broadcom Inc | 1,708,349 | 2,700,121 | 1,159,545 |
| Dell Technologies Inc | 354,369 | 1,558,732 | 117,299 |
| Palo Alto Networks Inc | 299,557 | 523,699 | 14,005 |
| PEERS TOTAL | 13,271,281 | 1,319,648 | 496,654 |
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Cisco Systems Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Nvidia Corp | United States 78.13 % |
| Microsoft Corporation | US 51.47 % |
| Broadcom Inc | Asia Pacific 60.15 % |
| Dell Technologies Inc | United States 55.61 % |
| Palo Alto Networks Inc | United States 61.76 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Cisco Systems Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 15 companies in Cisco Systems Inc's industry classification, broader than the peer set above. Market cap in millions of $.Cisco Systems Inc ranks #1 of 15 companies by market capitalization in its industry, holding 58.92 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 4,807, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Cisco Systems Inc | 426,210 | 58.92 % |
| 2 | Arista Networks inc | 263,105 | 36.37 % |
| 3 | F5 Inc | 25,262 | 3.49 % |
| 4 | Digi International Inc | 2,989 | 0.41 % |
| 5 | Extreme Networks Inc | 1,234 | 5.2% |
| 6 | A10 Networks Inc | 1,234 | 5.2% |
| 7 | Allot Ltd | 1,234 | 5.2% |
| 8 | Silicom Ltd | 1,234 | 5.2% |
| 9 | Lantronix Inc | 1,234 | 5.2% |
| 10 | Bos Better Online Solutions Ltd | 1,234 | 5.2% |
Market cap and industry share for the rest of Cisco Systems Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Cisco Systems Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Cisco Systems Inc | 426,210 | 57.55 % |
| 2 | Arista Networks inc | 263,105 | 44.13 % |
| 3 | F5 Inc | 1,234 | 12.3% |
| 4 | Digi International Inc | 1,234 | 12.3% |
| 5 | Extreme Networks Inc | 1,234 | 12.3% |
| 6 | A10 Networks Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Cisco Systems Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Cisco Systems Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Computer Networks industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (28 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 64.52 % | 46.84 % (avg) | +17.7 pp |
| Operating Margin | 24.27 % | industry median | +9.3 pp |
| EBITDA Margin | 27.83 % | 3.85 % (avg) | +24.0 pp |
| Capital Intensity (Capex / Revenue) | 2.23 % | 3.46 % (avg) | -1.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Cisco Systems Inc's Valuation vs Competitive Position
Valuation multiples vs the Computer Networks industry average (28 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 34.3x | 49.6x | -15.4x |
| EV / EBITDA | 26.7x | 23.5x | +3.2x |
| P/B | 9.5x | 3.7x | +5.8x |
| Return on Equity | 27.52 % | industry aggregate | 0.04 % |
| Return on Invested Capital | 9.64 % | 0.03 % (avg) | 9.61 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Cisco Systems Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 5.67 % | 1.43 % | -6.84 % | 7.34 % | 3.13 % | 7.66 % | -5.34 % | 9.00 % |
| Operating Margin | 26.55 % | 27.47 % | 25.93 % | 27.09 % | 26.10 % | 27.21 % | 18.98 % | 22.75 % |
| Return on Invested Capital | 10.94 % | 13.75 % | 11.80 % | 12.53 % | 12.74 % | 13.55 % | 7.99 % | 8.33 % |
| P/E | 16.4x | 18.2x | 18.1x | 20.8x | 17.4x | 15.3x | 25.9x | 27.4x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Cisco Systems Inc's Strategic Group Map
Every company in Cisco Systems Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Cisco Systems Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Cisco Systems Inc's BCG Growth-Share Matrix
Relative market share (vs Cisco Systems Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Cisco Systems Inc falls in the Cash Cow quadrant: relative market share of 1.62x vs its largest competitor, in an industry growing revenue 2.8% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Cisco Systems Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 4,807 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.23 % vs industry average 3.46 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Cisco Systems Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Cisco Systems Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Cisco Systems Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Cisco Systems Inc falls in the Medium attractiveness / High strength cell: Invest / Grow.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Cisco Systems Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Market leader by capitalization in its industry (#1 of 15, 58.92 % share).
- Operating margin 9.3 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+9.0% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
No rule matched.
Opportunities
- Trades at a lower P/E than the industry average (34.3x vs 49.6x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- Losing revenue share to the broader industry (-1.1 points over the past year).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Cisco Systems Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Cisco Systems Inc | 0.25 | 0.94 | 0.63 |
| Nvidia Corp | 0.40 | 4.07 | 0.09 |
| Microsoft Corporation | 0.13 | 1.31 | 0.11 |
| Broadcom Inc | 0.99 | 2.05 | 0.75 |
| Dell Technologies Inc | 0.16 | 0.93 | - |
| Palo Alto Networks Inc | 0.30 | 0.91 | 0.04 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Cisco Systems Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Cisco Systems Inc | Q2 2026 | +17.6 % | +51.3 % |
| Nvidia Corp | Q2 2026 | +105.9 % | +125.9 % |
| Microsoft Corporation | Q2 2026 | +17.7 % | +31.3 % |
| Broadcom Inc | Q2 2026 | +85.5 % | +216.1 % |
| Dell Technologies Inc | Q2 2026 | +57.7 % | +255.1 % |
| Palo Alto Networks Inc | Q2 2026 | +34.4 % | - |
| PEERS TOTAL | +44.3 % | +86.0 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Cisco Systems Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Cisco Systems Inc | Q2 2026 | +14.8 % | +79.7 % |
| Nvidia Corp | Q2 2026 | +86.8 % | +41.3 % |
| Microsoft Corporation | Q2 2026 | +22.9 % | +109.6 % |
| Broadcom Inc | Q2 2026 | +74.0 % | +274.6 % |
| Dell Technologies Inc | Q2 2026 | +52.7 % | +83.6 % |
| Palo Alto Networks Inc | Q2 2026 | +62.9 % | +19.4 % |
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Cisco Systems Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Cisco Systems Inc | 10.64% | 11.94% | 27.52% |
| Nvidia Corp | 81.41% | 95.06% | 110.11% |
| Microsoft Corporation | 19.76% | 22.48% | 34.22% |
| Broadcom Inc | 21.57% | 24.07% | 43.74% |
| Dell Technologies Inc | 10.56% | 18.14% | - |
| Palo Alto Networks Inc | 0.87% | 0.81% | 1.71% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Cisco Systems Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Cisco Systems Inc | 31.96 | 6.72 |
| Nvidia Corp | 28.97 | 18.34 |
| Microsoft Corporation | 28.37 | 11.44 |
| Broadcom Inc | 44.53 | 19.17 |
| Dell Technologies Inc | 31.67 | 2.34 |
| Palo Alto Networks Inc | 800.18 | 26.09 |
| PEERS AVERAGE | 33.33 | 12.23 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.