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 0.0%; on revenue growth, CSCO reads +9.2% and WDC reads +32.0%. 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 | $116.00 | $544.61 |
| Market cap | $461.9B | $187.7B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Mature | Growth |
| P/E | 38.5 | 32.5 |
| P/B | 9.45 | 19.39 |
| P/S | 7.60 | 15.94 |
| EV/EBITDA | 34.5 | 63.8 |
| Revenue growth | +9.2% | +32.0% |
| Gross margin | 63.6% | 50.2% |
| Operating margin | 25.0% | 35.7% |
| Net margin | 19.7% | 40.7% |
| Return on equity | 24.5% | 49.6% |
| Return on assets | 9.5% | 31.9% |
| Return on invested capital | 14.2% | 21.3% |
| FCF yield | 2.5% | 1.6% |
| Dividend yield | 1.4% | 0.0% |
| Debt / equity | 0.71 | 0.33 |
| Current ratio | 0.92 | 1.49 |
| Altman Z (solvency) | 4.18 | 7.86 |
| 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.