CISCO SYSTEMS, INC. vs Sandisk Corporation, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Sandisk currently earns more on every unit of capital, 26.4% on assets against Cisco's 9.5%, and 32.7% on equity without leverage against Cisco's 24.5% with some, which is what the top of a flash-memory cycle does to a scoreboard. The structural readings run the other way: Cisco's 25% operating margin is what it earns most years; Sandisk's 69.1% is what it earns this year. The market prices the difference in half-lives, 37.7 times Cisco against 72.5 times Sandisk, a premium on the cyclical that only makes sense if AI storage demand has changed the cycle itself. Cisco pays a 1.4% dividend; Sandisk holds a 4.8 current ratio against the day the pricing turns. Capital returns favor the memory maker today, durability the router maker always.
Comparison updated 2026-07-10.
| Metric | CSCO | SNDK |
|---|---|---|
| Price | $113.45 | $2084.54 |
| Market cap | $451.8B | $327.3B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Mature | Growth |
| P/E | 37.7 | 72.5 |
| P/B | 9.25 | 23.76 |
| P/S | 7.44 | 24.82 |
| EV/EBITDA | 33.8 | 59.9 |
| Revenue growth | +9.2% | +111.6% |
| Gross margin | 63.6% | 78.3% |
| Operating margin | 25.0% | 69.1% |
| Net margin | 19.7% | 34.2% |
| Return on equity | 24.5% | 32.7% |
| Return on assets | 9.5% | 26.4% |
| Return on invested capital | 14.2% | 34.3% |
| FCF yield | 2.6% | 1.4% |
| Dividend yield | 1.4% | — |
| Debt / equity | 0.71 | 0.00 |
| Current ratio | 0.92 | 4.78 |
| Altman Z (solvency) | 4.10 | 8.30 |
| Piotroski F (quality) | 6 / 9 | 6 / 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.