Compare Stocks › CSCO vs TXN
Cisco Systems, Inc. (CSCO) vs Texas Instruments Incorporated (TXN)
CSCO
Cisco Systems, Inc.
$78.51
VS
TXN
Texas Instruments Incorporated
$188.29
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.
TXN
- ★Texas Instruments Incorporated has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Each dollar of retained earnings has created $3.91 of market value — management is an exceptional capital allocator.
Risks
CSCO
- ⚠Trailing P/E of 28.2x is 32% above the historical average of 21.4x — the stock trades at a premium to its own history.
- ⚠7 insider sales totaling $3.5M with no purchases in the past 3 months — insiders are reducing their exposure.
TXN
- ⚠Trailing P/E of 34.6x is 28% above the historical average of 27.1x — the stock trades at a premium to its own history.
- ⚠7 insider sales totaling $26.5M with no purchases in the past 3 months — insiders are reducing their exposure.
- ⚠Free cash flow has declined at a 24.0% CAGR over the past 4 years — a concerning trend.
Key Valuation Metrics
Learn more →CSCO
TXN
Valuation
$13.29B
Free Cash Flow
$-300.62M
4.28%
FCF Yield
-0.18%
28.24
Trailing P/E
34.61
17.39
Forward P/E
23.81
Quality & Moat
14.60%
ROIC
15.31%
21.90%
ROE
30.73%
64.81%
Gross Margin
57.02%
0.91
PEG Ratio
N/A
Balance Sheet Safety
0.67
Debt / Equity
0.91
N/A
Interest Coverage
N/A
0.98
Net Debt / EBITDA
1.23
2.14%
Dividend Yield
3.02%
CSCO: 7Ties: 2TXN: 2
CSCOTXN
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.
TXN
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
TXN
$3.91
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.96B
Δ Market Cap
+$7.67B
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
44.5% Overvalued
Price is 44.5% above estimated fair value
Current Price: $78.51
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $54.34
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TXN
28.7% Margin of Safety
Price is 28.7% below estimated fair value
Current Price: $188.29
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $264.10
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 $79?
+14.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +10.5%
The market implies +14.1% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +10.5%, reflecting heavy growth investment.
TXN
Requires positive FCF to compute implied growth rate.
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.
TXN
48/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with roic consistency as the key competitive advantage. Improving reinvestment efficiency would strengthen the moat.
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.
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.
TXN
-2.67
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 82.0%Retail & Other 17.9%
No. of Institutional Holders4,670
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.
TXN
Insiders 0.3%Institutions 91.3%Retail & Other 8.4%
No. of Institutional Holders3,137
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
TXN
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
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
7
Sells (3M)
40
Sells (12M)
Total value (12M): $103.59M
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
PATEL JEETENDRA I
President
$854,853
@ $76.00 · 2026-02-13
ROBBINS CHARLES H
Chief Executive Officer
$1.49M
@ $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
STAHLKOPF DEBORAH L
Officer
$185,054
@ $68.08 · 2025-09-11
WONG MARIA VICTORIA
Officer
$29,211
@ $68.25 · 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
STAHLKOPF DEBORAH L
Officer
$651,568
@ $66.60 · 2025-08-15
WONG MARIA VICTORIA
Officer
$32,590
@ $68.61 · 2025-08-15
PATEL JEETENDRA I
President
$603,437
@ $66.60 · 2025-08-15
ROBBINS CHARLES H
Chief Executive Officer
$2.04M
@ $66.63 · 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
STAHLKOPF DEBORAH L
Officer
$172,710
@ $64.04 · 2025-06-12
PATEL JEETENDRA I
President
$57,779
@ $64.27 · 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
TUSZIK OLIVER
Officer
$952,947
@ $63.53 · 2025-05-28
WONG MARIA VICTORIA
Officer
$265,781
@ $63.51 · 2025-05-28
STAHLKOPF DEBORAH L
Officer
$612,301
@ $63.50 · 2025-05-16
PATEL JEETENDRA I
President
$637,205
@ $63.97 · 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
SUBAIYA THIMAYA K
Officer
$180,058
@ $59.19 · 2024-12-12
STAHLKOPF DEBORAH L
Officer
$157,507
@ $59.21 · 2024-12-12
WONG MARIA VICTORIA
Officer
$34,392
@ $58.69 · 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
STAHLKOPF DEBORAH L
Officer
$3.34M
@ $57.49 · 2024-11-15
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
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
$31,319
@ $49.09 · 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
STAHLKOPF DEBORAH L
Officer
$368,699
@ $49.41 · 2024-08-16
ROBBINS CHARLES H
Chief Executive Officer
$1.34M
@ $49.45 · 2024-08-16
SUBAIYA THIMAYA K
Officer
$629,767
@ $45.32 · 2024-06-14
STAHLKOPF DEBORAH L
Officer
$118,759
@ $45.35 · 2024-06-13
WONG MARIA VICTORIA
Officer
$34,610
@ $45.42 · 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
TXN
7
Sells (3M)
10
Sells (12M)
Total value (12M): $28.61M
KOZANIAN HAGOP H
Officer
$1.55M
@ $225.95 · 2026-02-17
LIZARDI RAFAEL R
Chief Financial Officer
$15.88M
@ $221.73 · 2026-02-11
GARY MARK
Officer
$5.24M
@ $226.00 · 2026-02-11
BAHAI AHMAD
Officer
$1.50M
@ $230.79 · 2026-02-11
ROBERTS MARK T
Officer
$986,604
@ $221.16 · 2026-02-09
BLINN MARK A
Director
$696,647
@ $221.58 · 2026-02-05
BAHAI AHMAD
Officer
$670,387
@ $223.46 · 2026-02-05
KIRK RONALD
Director
$1.62M
@ $162.33 · 2025-11-24
WITZSCHE CHRISTINE
Officer
$164,306
@ $164.31 · 2025-11-13
BAHAI AHMAD
Officer
$308,030
@ $205.35 · 2025-08-25
TEMPLETON RICHARD K
Chairman of the Board
$19.85M
@ $195.41 · 2025-02-28
TEMPLETON RICHARD K
Chairman of the Board
$38.65M
@ $199.20 · 2025-02-26
TEMPLETON RICHARD K
Chairman of the Board
$39.32M
@ $202.70 · 2025-02-24
CLARK JANET F
Director
$1.23M
@ $203.62 · 2025-02-24
BLINN MARK A
Director
$1.17M
@ $189.89 · 2025-02-19
LEONARD SHANON J
Officer
$401,241
@ $186.62 · 2025-02-18
BLINN MARK A
Director
$106,617
@ $180.71 · 2025-02-04
KIRK RONALD
Director
$2.14M
@ $203.33 · 2024-11-25
GARY MARK
Officer
$3.49M
@ $219.82 · 2024-11-08
ILAN HAVIV
Chief Executive Officer
$2.88M
@ $219.30 · 2024-11-08
LIZARDI RAFAEL R
Chief Financial Officer
$10.19M
@ $217.16 · 2024-11-07
YUNUS MOHAMMAD
Officer
$1.81M
@ $216.94 · 2024-11-07
BAHAI AHMAD
Officer
$472,514
@ $217.25 · 2024-11-07
GARY MARK
Officer
$940,296
@ $214.83 · 2024-11-06
WITZSCHE CHRISTINE
Officer
$27,941
@ $211.67 · 2024-11-06
ILAN HAVIV
Chief Executive Officer
$5.29M
@ $211.50 · 2024-11-06
SANCHEZ ROBERT E
Director
$2.09M
@ $208.80 · 2024-10-25
RON AMICHAI
Officer
$2.76M
@ $213.72 · 2024-08-29
GARY MARK
Officer
$3.22M
@ $212.63 · 2024-08-29
ROBERTS MARK T
Officer
$1.00M
@ $213.08 · 2024-08-29
PATSLEY PAMELA H
Director
$1.29M
@ $212.43 · 2024-08-29
BAHAI AHMAD
Officer
$892,427
@ $209.98 · 2024-08-27
ILAN HAVIV
Chief Executive Officer
$251,324
@ $209.44 · 2024-08-26
YUNUS MOHAMMAD
Officer
$789,215
@ $208.90 · 2024-08-26
GARY MARK
Officer
$939,037
@ $207.20 · 2024-08-23
KNECHT JULIE C.
Officer
$1.63M
@ $209.49 · 2024-08-23
LEONARD SHANON J
Officer
$588,301
@ $208.91 · 2024-08-23
HOBBY JEAN M
Director
$4.37M
@ $205.71 · 2024-08-22
TEMPLETON RICHARD K
Chairman of the Board
$17.93M
@ $178.47 · 2024-05-03
TEMPLETON RICHARD K
Chairman of the Board
$36.53M
@ $175.64 · 2024-05-02
SANCHEZ ROBERT E
Director
$1.84M
@ $174.97 · 2024-05-01
TEMPLETON RICHARD K
Chairman of the Board
$37.09M
@ $178.34 · 2024-04-30
PATSLEY PAMELA H
Director
$1.79M
@ $179.12 · 2024-04-29
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
😐Neutral(54/100)
"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.
TXN
😐Neutral(46/100)
"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: Neutral (54)
TXN
⚪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 (46)