Cisco (CSCO)
Information Technology · Enterprise networking and cybersecurity · NASDAQ
Cisco delivers enterprise networking hardware, security, and software-as-a-service solutions that enable secure organizational communication and are increasingly transitioning to recurring software and services revenue.
What Cisco does
Cisco Systems designs, manufactures, and sells networking hardware, software, and services that enable secure communication and collaboration across organizations. The company delivers a portfolio of products including routers, switches, and security appliances, combined with perpetual software licenses, term software licenses with maintenance, and Software-as-a-Service (SaaS) offerings. Cisco serves enterprise customers and operates through contracts that often bundle multiple performance obligations—hardware, software, and services—recognized over distinct periods based on when control transfers to the customer.
Themes: ["Enterprise networking","Cybersecurity","Cloud infrastructure","Digital transformation","Software and services transition"]
Fundamentals
- Price$118.31 as of 2026-07-09 close
- Market cap$466.3B as of 2026-07-10
- 1-year return+70.8% as of 2026-07-09 close
- P/E39.00 as of 2026-07-10
- Net margin+19.7% as of 2026-07-10
- Gross margin+64.3% as of 2026-07-10
- ROE+25.1% as of 2026-07-10
- Debt / equity0.64 as of 2026-07-10
- Revenue growth (YoY)+9.2% as of 2026-07-10
- Revenue CAGR (3y)+3.2% SEC XBRL
- Beta1.01 as of 2026-07-10
Dividend: yield +1.5%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Revenue recognition complexity across multiple performance obligations (hardware, perpetual licenses, term licenses, SaaS) creates potential for accounting misstatement","Significant inventory positions ($4.7B as of April 2026) expose the company to obsolescence and supply chain disruption risks","Competitive pressure in networking and security markets may constrain pricing and require continuous technology investment to maintain market position"]
Competitors & peers
- Arista Networks
- Juniper Networks
- Fortinet
- Palo Alto Networks
- VMware
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.