CSCO on Decifer

Why it ranks here

• Sales are growing about 12% a year, faster than 49 in 100 companies we measure.
• It keeps about 20 cents of every sales dollar as cash, safer than 84 in 100 companies we measure.
• It earns about 13% a year on the money put into the business, better than 67 in 100 companies we measure.
• It costs about 32 times its yearly profit; the middle of its industry is 36. Cheaper than 62 in 100 companies we measure, against their own industries.

The current read

The evidence on CSCO lines up on the supportive side: a live market force supports this name through its theme connection. One signal disagrees: the longer-term story is intact, but price is not rewarding it: semiconductor stocks are down 10.5% this week. The drop is large enough to signal near-term caution, worth watching but not the weight of the evidence.

Themes

• Cloud & Data Platform Migration: Enterprises are still mid-cycle in migrating compute, storage and applications off legacy on-prem stacks toward hybrid and public cloud architectures.

Read the full CSCO research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.