CISCO SYSTEMS, INC. vs Seagate Technology Holdings plc, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CSCO and STX diverge most: on p/b, CSCO reads 9.45 and STX reads 175.20; on return on equity, CSCO reads 24.5% and STX reads 217.2%. 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 STX's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CSCO | STX |
|---|---|---|
| Price | $116.00 | $855.57 |
| Market cap | $461.9B | $191.8B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Mature | Growth |
| P/E | 38.5 | 81.2 |
| P/B | 9.45 | 175.20 |
| P/S | 7.60 | 17.42 |
| EV/EBITDA | 34.5 | 61.3 |
| Revenue growth | +9.2% | +29.1% |
| Gross margin | 63.6% | — |
| Operating margin | 25.0% | 32.1% |
| Net margin | 19.7% | 21.6% |
| Return on equity | 24.5% | 217.2% |
| Return on assets | 9.5% | 26.7% |
| Return on invested capital | 14.2% | 54.2% |
| FCF yield | 2.5% | 1.3% |
| Dividend yield | 1.4% | 0.3% |
| Debt / equity | 0.71 | 3.53 |
| Current ratio | 0.92 | 1.33 |
| Altman Z (solvency) | 4.18 | 6.66 |
| 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.