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 24.1% and NTAP reads 94.8%; on p/b, CSCO reads 9.37 and NTAP reads 31.74. The rest of the comparable metrics sit closer together. On valuation, today's CSCO price has a different growth bar priced in than NTAP (+21.2% implied for CSCO vs +20.7% for NTAP); the higher figure is the steeper assumption to clear, not a better or worse stock. 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 | $118.37 | $237.22 |
| Market cap | $471.3B | $47.4B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Mature | Mature |
| Implied growth (priced in) | +21.2% | +20.7% |
| P/E | 35.5 | 33.5 |
| P/B | 9.37 | 31.74 |
| P/S | 7.44 | 6.42 |
| EV/EBITDA | 29.9 | 25.5 |
| Revenue growth | +11.7% | +12.4% |
| Gross margin | 64.1% | 70.1% |
| Operating margin | 24.7% | 23.9% |
| Net margin | 19.1% | 19.2% |
| Return on equity | 24.1% | 94.8% |
| Return on assets | 9.3% | 12.9% |
| Return on invested capital | 15.1% | 36.0% |
| FCF yield | 2.7% | 3.5% |
| Dividend yield | 1.4% | 0.9% |
| Debt / equity | 0.59 | 1.66 |
| Current ratio | 0.93 | 1.24 |
| Altman Z (solvency) | 4.15 | 3.98 |
| Piotroski F (quality) | 7 / 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.