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$CSCO$93.85 ▼2%
Cisco Systems, Inc.
WHAT THEY DO
Cisco sells networking hardware (switches, routers, wireless), security software, and collaboration tools to enterprises, service providers, and governments. It makes most of its money from equipment sales plus recurring software and subscription services.
💎 CONVERGENCE PLAY — in 2 themes
AI NetworkingEdge AISecurity Software
PRICE
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REVENUE MIX
Networking52%
Security18%
Collaboration10%
Observability8%
Services12%
COST
COGS35%
R&D15%
SG&A22%
Op Margin28%
FINANCIAL HEALTH
Reported through Jul 25, 2026
Figures are trailing twelve months (TTM) unless marked otherwise.
REVENUE
$63.3B
Growth
18%
QTR YOY
Gross M.
65%
P/E
28.2
EV/EBITDA
20.7
Net M.
21%
FCF M.
18%
D/E
0.59
LATEST QTR
Op M.
28%
PLUG INTO YOUR DCF
Historical growth
4.9%
Analyst 5y growth
—
Forward P/E
16.7
PEG ratio
0.90
Trailing EPS
$3.30
Forward EPS
$5.60
Multiple compressing
Forward P/E is lower than trailing — earnings are expected to grow into the price.
CAPEX & R&D — LAST 0 FISCAL YEARS (SEC FILINGS)
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TAM
SIZE
$400B by 2030
CAGR
7%
Cisco plays across enterprise networking, security, and observability, a combined market of roughly $400B by 2030. AI data-center buildouts and campus refresh cycles are the main growth vectors, but core switching is mature and price-competitive.
RISK ASSESSMENT
HIGAI networking share loss to white-box and merchant silicon vendors could erode core switching margins
MEDEnterprise and telco capex cycles are lumpy; a spending pause would hit hardware revenue fast
LOWFX and tariff exposure on international sales and supply chain
🐂 BULL
AI back-end networking orders and a security/observability software mix shift can lift growth above the historical mid-single-digit pace while margins stay strong.
🐻 BEAR
Core switching is a mature, share-losing business, and the 28.7x P/E already prices in an AI networking ramp that may not fully materialize.
EARNINGS
EPS · Q1 FY2027
Beat ✓
REVENUE
Beat ✓
MANAGEMENT TONE
BearishBullish
🔗 IMPACT ON YOUR THESIS
AI data-center networking orders scaling
Watch→On Track
AI infrastructure orders and backlog grew, supporting the ramp thesis
Margin durability amid hardware competition
Watch→Watch
Gross margin held near 65% but mix pressure persists
AI-powered data, computed by TreasureX · May contain inaccuracies
⚠️
All values, scores, and figures here are computed from your own assumptions and public data, for educational purposes only. This is not investment advice — TreasureX does not recommend buying or selling any security. Results change with your inputs. Please do your own research and use your own judgement before making any investment decision.