CISCO SYSTEMS, INC. vs Western Digital Corporation, two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CSCO and WDC diverge most: on dividend yield, CSCO reads 1.4% and WDC reads 0.1%; on return on assets, CSCO reads 9.3% and WDC reads 55.6%. 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 WDC'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 | WDC |
|---|---|---|
| Price | $118.37 | $397.33 |
| Market cap | $471.3B | $143.3B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Mature | Growth |
| Implied growth (priced in) | +21.2% | — |
| P/E | 35.5 | 16.4 |
| P/B | 9.37 | 16.16 |
| P/S | 7.44 | 11.09 |
| EV/EBITDA | 29.9 | 29.6 |
| Revenue growth | +11.7% | +35.5% |
| Gross margin | 64.1% | 54.1% |
| Operating margin | 24.7% | 41.7% |
| Net margin | 19.1% | 59.7% |
| Return on equity | 24.1% | 87.0% |
| Return on assets | 9.3% | 55.6% |
| Return on invested capital | 15.1% | 47.0% |
| FCF yield | 2.7% | 2.5% |
| Dividend yield | 1.4% | 0.1% |
| Debt / equity | 0.59 | 0.12 |
| Current ratio | 0.93 | 1.33 |
| Altman Z (solvency) | 4.15 | 8.43 |
| Piotroski F (quality) | 7 / 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.