Compare Stocks › CSCO vs JNJ
Cisco Systems, Inc. (CSCO) vs Johnson & Johnson (JNJ)
CSCO
Cisco Systems, Inc.
$91.85
VS
JNJ
Johnson & Johnson
$227.19
Rewards
CSCO
- ★Cisco Systems, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Gross margin of 64.8% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Cisco Systems, Inc. scores 79/100 on the Economic Moat Score (Wide Moat), with reinvestment efficiency as the strongest competitive dimension.
JNJ
- ★Johnson & Johnson has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Gross margin of 68.0% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Johnson & Johnson scores 90/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
Risks
CSCO
- ⚠Trailing P/E of 33.0x is 54% above the historical average of 21.4x — the stock trades at a premium to its own history.
- ⚠10 insider sales totaling $4.8M with no purchases in the past 3 months — insiders are reducing their exposure.
JNJ
- ⚠Trailing P/E of 26.3x is 32% above the historical average of 20.0x — the stock trades at a premium to its own history.
- ⚠PEG ratio of 2.95 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
- ⚠7 insider sales totaling $58.4M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →CSCO
JNJ
Valuation
$13.29B
Free Cash Flow
$19.31B
3.66%
FCF Yield
3.53%
33.04
Trailing P/E
26.33
20.36
Forward P/E
17.87
Quality & Moat
14.60%
ROIC
15.32%
21.90%
ROE
33.02%
64.81%
Gross Margin
68.04%
1.06
PEG Ratio
2.95
Balance Sheet Safety
0.67
Debt / Equity
0.68
N/A
Interest Coverage
N/A
0.98
Net Debt / EBITDA
0.96
1.83%
Dividend Yield
2.36%
CSCO: 1Ties: 6JNJ: 5
CSCOJNJ
Historical Fundamentals
Learn more →CSCO
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
JNJ
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →CSCO
$7.81
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$13.99B
Δ Market Cap
+$109.24B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
JNJ
$0.91
created per $1 retained over 3 years
Mediocre Allocator
Σ Retained
$40.05B
Δ Market Cap
+$36.63B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →CSCO
70.9% Overvalued
Price is 70.9% above estimated fair value
Current Price: $91.85
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $53.75
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
JNJ
11.4% Margin of Safety
Price is 11.4% below estimated fair value
Current Price: $227.19
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $256.33
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →CSCO
What growth rate is the market pricing in at $92?
+16.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +12.5%
The market implies +16.1% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +12.5%, reflecting heavy growth investment.
JNJ
What growth rate is the market pricing in at $227?
+8.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +13.2%
The market implies +8.8% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +13.2%, reflecting heavy growth investment expected to generate future returns.
Economic Moat Score
Learn more →CSCO
79/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Reinvestment Efficiency is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
JNJ
90/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
Forensic Accounting
Learn more →CSCO
-2.61
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
JNJ
-2.31
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →CSCO
Insiders 0.1%Institutions 83.1%Retail & Other 16.8%
No. of Institutional Holders4,689
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
JNJ
Insiders 0.1%Institutions 76.2%Retail & Other 23.7%
No. of Institutional Holders5,579
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →CSCO
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
JNJ
0
Buys (3M)
1
Buys (12M)
Total value (12M): $257,688
MORIKIS JOHN G
Director
$257,688
@ $206.15 · 2025-11-26
WEINBERGER MARK A
Director
$147,220
@ $147.22 · 2024-12-12
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →CSCO
10
Sells (3M)
43
Sells (12M)
Total value (12M): $104.86M
PATTERSON MARK
Chief Financial Officer
$381,450
@ $77.97 · 2026-03-20
TUSZIK OLIVER
Officer
$249,746
@ $79.74 · 2026-03-18
STAHLKOPF DEBORAH L
Officer
$634,513
@ $79.50 · 2026-03-17
SUBAIYA THIMAYA K
Officer
$134,410
@ $77.07 · 2026-03-12
WONG MARIA VICTORIA
Officer
$42,725
@ $77.54 · 2026-03-11
WONG MARIA VICTORIA
Officer
$169,395
@ $77.74 · 2026-02-24
SUBAIYA THIMAYA K
Officer
$804,268
@ $78.60 · 2026-02-19
WONG MARIA VICTORIA
Officer
$3,786
@ $74.24 · 2026-02-13
ROBBINS CHARLES H
Chief Executive Officer
$1.49M
@ $76.00 · 2026-02-13
PATEL JEETENDRA I
President
$854,853
@ $76.00 · 2026-02-13
CAPELLAS MICHAEL D
Director
$2.08M
@ $77.22 · 2025-12-19
JOHNSON KRISTINA MARY
Director
$1.04M
@ $77.13 · 2025-12-18
SUBAIYA THIMAYA K
Officer
$138,658
@ $79.46 · 2025-12-12
WONG MARIA VICTORIA
Officer
$34,381
@ $80.33 · 2025-12-11
WONG MARIA VICTORIA
Officer
$748,586
@ $76.38 · 2025-11-24
TUSZIK OLIVER
Officer
$1.06M
@ $79.21 · 2025-11-20
SUBAIYA THIMAYA K
Officer
$4.39M
@ $78.33 · 2025-11-19
PATTERSON MARK
Chief Financial Officer
$5.33M
@ $77.30 · 2025-11-18
ROBBINS CHARLES H
Chief Executive Officer
$46.97M
@ $77.97 · 2025-11-18
TUSZIK OLIVER
Officer
$416,508
@ $76.56 · 2025-11-17
STAHLKOPF DEBORAH L
Officer
$12.82M
@ $77.85 · 2025-11-17
PATEL JEETENDRA I
President
$12.76M
@ $77.86 · 2025-11-14
TUSZIK OLIVER
Officer
$1.19M
@ $67.95 · 2025-09-19
SUBAIYA THIMAYA K
Officer
$116,464
@ $66.78 · 2025-09-12
WONG MARIA VICTORIA
Officer
$29,211
@ $68.25 · 2025-09-11
STAHLKOPF DEBORAH L
Officer
$185,054
@ $68.08 · 2025-09-11
WONG MARIA VICTORIA
Officer
$212,739
@ $67.28 · 2025-08-25
SUBAIYA THIMAYA K
Officer
$502,022
@ $66.84 · 2025-08-20
PATTERSON MARK
Chief Financial Officer
$484,294
@ $66.98 · 2025-08-19
WONG MARIA VICTORIA
Officer
$32,590
@ $68.61 · 2025-08-15
ROBBINS CHARLES H
Chief Executive Officer
$2.04M
@ $66.63 · 2025-08-15
PATEL JEETENDRA I
President
$603,437
@ $66.60 · 2025-08-15
STAHLKOPF DEBORAH L
Officer
$651,568
@ $66.60 · 2025-08-15
SUBAIYA THIMAYA K
Officer
$571,867
@ $65.54 · 2025-06-17
HERREN RICHARD SCOTT
Chief Financial Officer
$1.03M
@ $65.52 · 2025-06-17
PATEL JEETENDRA I
President
$57,779
@ $64.27 · 2025-06-12
STAHLKOPF DEBORAH L
Officer
$172,710
@ $64.04 · 2025-06-12
WONG MARIA VICTORIA
Officer
$48,821
@ $64.07 · 2025-06-11
ROBBINS CHARLES H
Chief Executive Officer
$1.92M
@ $64.61 · 2025-06-05
WONG MARIA VICTORIA
Officer
$265,781
@ $63.51 · 2025-05-28
TUSZIK OLIVER
Officer
$952,947
@ $63.53 · 2025-05-28
PATEL JEETENDRA I
President
$637,205
@ $63.97 · 2025-05-16
STAHLKOPF DEBORAH L
Officer
$612,301
@ $63.50 · 2025-05-16
WONG MARIA VICTORIA
Officer
$46,474
@ $60.99 · 2025-03-12
SUBAIYA THIMAYA K
Officer
$125,344
@ $60.70 · 2025-03-12
STAHLKOPF DEBORAH L
Officer
$173,393
@ $60.71 · 2025-03-12
WONG MARIA VICTORIA
Officer
$222,901
@ $63.96 · 2025-02-26
STAHLKOPF DEBORAH L
Officer
$760,031
@ $64.37 · 2025-02-21
SUBAIYA THIMAYA K
Officer
$578,958
@ $64.52 · 2025-02-20
ROBBINS CHARLES H
Chief Executive Officer
$2.06M
@ $64.41 · 2025-02-14
HERREN RICHARD SCOTT
Chief Financial Officer
$1.28M
@ $64.41 · 2025-02-14
WONG MARIA VICTORIA
Officer
$34,392
@ $58.69 · 2024-12-12
SUBAIYA THIMAYA K
Officer
$180,058
@ $59.19 · 2024-12-12
STAHLKOPF DEBORAH L
Officer
$157,507
@ $59.21 · 2024-12-12
JOHNSON KRISTINA MARY
Director
$449,025
@ $59.87 · 2024-12-06
WONG MARIA VICTORIA
Officer
$291,542
@ $59.73 · 2024-11-27
SUBAIYA THIMAYA K
Officer
$1.21M
@ $57.07 · 2024-11-20
ROBBINS CHARLES H
Chief Executive Officer
$9.87M
@ $57.49 · 2024-11-15
HERREN RICHARD SCOTT
Chief Financial Officer
$4.96M
@ $57.49 · 2024-11-15
STAHLKOPF DEBORAH L
Officer
$3.34M
@ $57.49 · 2024-11-15
WONG MARIA VICTORIA
Officer
$31,319
@ $49.09 · 2024-09-12
SUBAIYA THIMAYA K
Officer
$64,966
@ $48.92 · 2024-09-12
STAHLKOPF DEBORAH L
Officer
$129,335
@ $48.95 · 2024-09-12
WONG MARIA VICTORIA
Officer
$170,166
@ $50.36 · 2024-08-28
SUBAIYA THIMAYA K
Officer
$416,248
@ $50.33 · 2024-08-21
HERREN RICHARD SCOTT
Chief Financial Officer
$1.12M
@ $50.00 · 2024-08-20
ROBBINS CHARLES H
Chief Executive Officer
$1.34M
@ $49.45 · 2024-08-16
STAHLKOPF DEBORAH L
Officer
$368,699
@ $49.41 · 2024-08-16
SUBAIYA THIMAYA K
Officer
$629,767
@ $45.32 · 2024-06-14
WONG MARIA VICTORIA
Officer
$34,610
@ $45.42 · 2024-06-13
STAHLKOPF DEBORAH L
Officer
$118,759
@ $45.35 · 2024-06-13
WONG MARIA VICTORIA
Officer
$155,016
@ $45.89 · 2024-05-29
ROBBINS CHARLES H
Chief Executive Officer
$1.21M
@ $46.10 · 2024-05-29
STAHLKOPF DEBORAH L
Officer
$386,701
@ $48.24 · 2024-05-17
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
JNJ
7
Sells (3M)
12
Sells (12M)
Total value (12M): $101.23M
DECKER ROBERT J
Officer
$1.01M
@ $247.87 · 2026-02-27
SCHMID TIMOTHY
Officer
$324,763
@ $245.66 · 2026-02-20
SCHMID TIMOTHY
Officer
$5.53M
@ $244.33 · 2026-02-18
SWANSON JAMES D
Chief Technology Officer
$15.11M
@ $243.39 · 2026-02-17
BROADHURST VANESSA
Officer
$1.51M
@ $243.39 · 2026-02-17
REED JOHN C
Officer
$13.11M
@ $243.00 · 2026-02-17
WOLK JOSEPH J
Chief Financial Officer
$21.77M
@ $242.80 · 2026-02-17
REED JOHN C
Officer
$4.19M
@ $192.71 · 2025-10-17
TAUBERT JENNIFER L
Officer
$10.04M
@ $177.81 · 2025-09-04
DUATO JOAQUIN BOIX
Chief Executive Officer
$22.55M
@ $179.21 · 2025-08-22
WOLK JOSEPH J
Chief Financial Officer
$2.98M
@ $176.91 · 2025-08-15
REED JOHN C
Officer
$3.13M
@ $163.55 · 2025-07-17
DECKER ROBERT J
Officer
$1.16M
@ $165.88 · 2025-02-25
SCHMID TIMOTHY
Officer
$62,928
@ $156.15 · 2025-02-18
WOLK JOSEPH J
Chief Financial Officer
$2.00M
@ $153.89 · 2025-02-07
DECKER ROBERT J
Officer
$930,113
@ $165.06 · 2024-08-30
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →CSCO
😏Greed(74/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
JNJ
😐Neutral(57/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →CSCO
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (74)
JNJ
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (57)