Cisco Systems (CSCO) Competitors

$47.86
-0.24 (-0.50%)
(As of 04/26/2024 ET)

CSCO vs. IBM, ANET, TMUS, QCOM, SAP, ADBE, INTU, VZ, AMAT, and NOW

Should you be buying Cisco Systems stock or one of its competitors? The main competitors of Cisco Systems include International Business Machines (IBM), Arista Networks (ANET), T-Mobile US (TMUS), QUALCOMM (QCOM), SAP (SAP), Adobe (ADBE), Intuit (INTU), Verizon Communications (VZ), Applied Materials (AMAT), and ServiceNow (NOW). These companies are all part of the "computer and technology" sector.

Cisco Systems vs.

International Business Machines (NYSE:IBM) and Cisco Systems (NASDAQ:CSCO) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, profitability, valuation, analyst recommendations, dividends, media sentiment, community ranking, earnings and institutional ownership.

Cisco Systems has lower revenue, but higher earnings than International Business Machines. Cisco Systems is trading at a lower price-to-earnings ratio than International Business Machines, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
International Business Machines$61.86B2.48$7.50B$8.8318.94
Cisco Systems$57.23B3.39$12.61B$3.2914.55

International Business Machines presently has a consensus price target of $184.08, suggesting a potential upside of 10.09%. Cisco Systems has a consensus price target of $55.53, suggesting a potential upside of 16.02%. Given International Business Machines' higher probable upside, analysts clearly believe Cisco Systems is more favorable than International Business Machines.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
International Business Machines
2 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.23
Cisco Systems
2 Sell rating(s)
13 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.19

International Business Machines pays an annual dividend of $6.64 per share and has a dividend yield of 4.0%. Cisco Systems pays an annual dividend of $1.60 per share and has a dividend yield of 3.3%. International Business Machines pays out 75.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Cisco Systems pays out 48.6% of its earnings in the form of a dividend. International Business Machines has raised its dividend for 28 consecutive years and Cisco Systems has raised its dividend for 13 consecutive years. International Business Machines is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Cisco Systems has a net margin of 23.49% compared to Cisco Systems' net margin of 13.18%. Cisco Systems' return on equity of 40.21% beat International Business Machines' return on equity.

Company Net Margins Return on Equity Return on Assets
International Business Machines13.18% 40.21% 6.88%
Cisco Systems 23.49%33.01%14.72%

Cisco Systems received 1304 more outperform votes than International Business Machines when rated by MarketBeat users. Likewise, 73.39% of users gave Cisco Systems an outperform vote while only 58.70% of users gave International Business Machines an outperform vote.

CompanyUnderperformOutperform
International Business MachinesOutperform Votes
1107
58.70%
Underperform Votes
779
41.30%
Cisco SystemsOutperform Votes
2411
73.39%
Underperform Votes
874
26.61%

In the previous week, International Business Machines had 87 more articles in the media than Cisco Systems. MarketBeat recorded 109 mentions for International Business Machines and 22 mentions for Cisco Systems. International Business Machines' average media sentiment score of 0.52 beat Cisco Systems' score of 0.23 indicating that Cisco Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
International Business Machines
27 Very Positive mention(s)
15 Positive mention(s)
36 Neutral mention(s)
20 Negative mention(s)
4 Very Negative mention(s)
Neutral
Cisco Systems
9 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive

International Business Machines has a beta of 0.7, suggesting that its share price is 30% less volatile than the S&P 500. Comparatively, Cisco Systems has a beta of 0.87, suggesting that its share price is 13% less volatile than the S&P 500.

59.0% of International Business Machines shares are held by institutional investors. Comparatively, 73.3% of Cisco Systems shares are held by institutional investors. 0.1% of International Business Machines shares are held by company insiders. Comparatively, 0.0% of Cisco Systems shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Cisco Systems beats International Business Machines on 12 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CSCO and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSCO vs. The Competition

MetricCisco SystemsComputer & office equipment IndustryComputer SectorNASDAQ Exchange
Market Cap$194.77B$27.42B$19.45B$7.46B
Dividend Yield3.31%3.08%2.78%3.94%
P/E Ratio14.5515.42223.9917.00
Price / Sales3.395.02524.0382.55
Price / Cash12.4913.6328.1334.98
Price / Book4.403.526.694.33
Net Income$12.61B$1.62B$632.31M$214.13M
7 Day Performance-0.95%0.01%2.99%1.87%
1 Month Performance-3.84%-5.61%-2.78%-5.24%
1 Year Performance2.79%-8.37%16.73%8.38%

Cisco Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IBM
International Business Machines
4.6024 of 5 stars
$183.05
-0.4%
$178.08
-2.7%
+32.9%$167.81B$61.86B22.52305,300Earnings Report
Analyst Downgrade
News Coverage
ANET
Arista Networks
4.6594 of 5 stars
$259.42
-1.3%
$275.59
+6.2%
+69.6%$81.10B$5.86B39.494,023
TMUS
T-Mobile US
4.9566 of 5 stars
$160.09
+0.2%
$185.93
+16.1%
+10.6%$190.01B$78.56B23.1067,000Earnings Report
Analyst Report
Insider Selling
News Coverage
QCOM
QUALCOMM
4.7926 of 5 stars
$164.32
-2.5%
$156.90
-4.5%
+45.1%$183.38B$35.82B23.8150,000Upcoming Earnings
Analyst Report
SAP
SAP
3.7924 of 5 stars
$179.94
-0.3%
$193.80
+7.7%
+39.6%$212.25B$31.21B30.97107,602Analyst Report
ADBE
Adobe
4.849 of 5 stars
$474.45
-0.4%
$620.72
+30.8%
+31.5%$212.55B$19.41B45.3629,945
INTU
Intuit
4.9229 of 5 stars
$613.21
+0.3%
$645.00
+5.2%
+53.9%$171.70B$14.37B62.5718,200
VZ
Verizon Communications
4.9518 of 5 stars
$39.77
flat
$44.50
+11.9%
+7.5%$167.20B$133.97B14.41105,400Earnings Report
Analyst Report
Short Interest ↓
AMAT
Applied Materials
4.4113 of 5 stars
$199.89
-4.6%
$201.50
+0.8%
+84.4%$166.09B$26.52B23.5234,000
NOW
ServiceNow
4.5736 of 5 stars
$735.68
-1.2%
$780.00
+6.0%
+59.2%$151.09B$8.97B87.4822,668Analyst Report
News Coverage

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This page (NASDAQ:CSCO) was last updated on 4/27/2024 by MarketBeat.com Staff

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