CISCO SYSTEMS, INC. vs NetApp, Inc., two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CSCO and NTAP diverge most: on return on equity, CSCO reads 24.5% and NTAP reads 94.5%; on p/b, CSCO reads 9.45 and NTAP reads 25.90. The rest of the comparable metrics sit closer together. What CSCO's price implies is a bet that sits within the historical range (whole-company basis). What NTAP's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CSCO | NTAP |
|---|---|---|
| Price | $116.00 | $178.60 |
| Market cap | $461.9B | $35.0B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +18.8% |
| P/E | 38.5 | 28.1 |
| P/B | 9.45 | 25.90 |
| P/S | 7.60 | 5.05 |
| EV/EBITDA | 34.5 | 19.6 |
| Revenue growth | +9.2% | +5.2% |
| Gross margin | 63.6% | 70.1% |
| Operating margin | 25.0% | 27.3% |
| Net margin | 19.7% | 18.4% |
| Return on equity | 24.5% | 94.5% |
| Return on assets | 9.5% | 11.9% |
| Return on invested capital | 14.2% | 34.0% |
| FCF yield | 2.5% | 5.3% |
| Dividend yield | 1.4% | 1.2% |
| Debt / equity | 0.71 | 1.84 |
| Current ratio | 0.92 | 1.44 |
| Altman Z (solvency) | 4.18 | 3.26 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.