Compare StocksCSCO vs V

Cisco Systems, Inc. (CSCO) vs Visa Inc. (V)

CSCO
Cisco Systems, Inc.
$78.51
VS
V
Visa Inc.
$299.71

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.
V
  • Visa Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • Gross margin of 97.8% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • Visa Inc. scores 99/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.

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.
V
  • Insiders have sold $3.9M worth of stock in the past 3 months — significant insider liquidation.

Key Valuation Metrics

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CSCO
V
Valuation
$13.29B
Free Cash Flow
$22.03B
4.28%
FCF Yield
3.81%
28.24
Trailing P/E
28.17
17.39
Forward P/E
20.62
Quality & Moat
14.60%
ROIC
37.25%
21.90%
ROE
51.73%
64.81%
Gross Margin
97.78%
0.91
PEG Ratio
1.62
Balance Sheet Safety
0.67
Debt / Equity
0.55
N/A
Interest Coverage
N/A
0.98
Net Debt / EBITDA
0.16
2.14%
Dividend Yield
0.89%
CSCO: 4Ties: 2V: 6
CSCOV

Historical Fundamentals

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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.

V

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

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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
V
$5.50
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$44.47B
Δ Market Cap
+$244.54B
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

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

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CSCO
44.5% Overvalued
Price is 44.5% above estimated fair value
Current Price: $78.51
Fair Value: $54.34
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
V
1.1% Margin of Safety
Price is 1.1% below estimated fair value
Current Price: $299.71
Fair Value: $303.16
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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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.

V

What growth rate is the market pricing in at $300?

+12.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +11.5%

The market implies +12.8% Owner Earnings growth, roughly in line with history — reasonably priced.

Standard FCF implies +11.5%, reflecting ongoing growth investment.

Economic Moat Score

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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.
V
99/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat with strength across all dimensions. ROIC Consistency 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.

Forensic Accounting

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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.
V
-2.50
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

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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.
V
Insiders 0.6%Institutions 90.8%Retail & Other 8.7%
No. of Institutional Holders5,907
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

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CSCO
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
V
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

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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
V
2
Sells (3M)
24
Sells (12M)
Total value (12M): $101.23M
CARNEY LLOYD A
Director
$201,253
@ $309.62 · 2026-03-11
MCINERNEY RYAN
Chief Executive Officer
$3.66M
@ $349.18 · 2026-01-02
MCINERNEY RYAN
Chief Executive Officer
$3.57M
@ $340.07 · 2025-12-11
ROTTENBERG JULIE B
General Counsel
$699,315
@ $345.00 · 2025-12-11
TANEJA RAJAT
Officer
$7.84M
@ $330.14 · 2025-12-02
FABARA PAUL D
Officer
$2.50M
@ $331.45 · 2025-12-02
TANEJA RAJAT
Officer
$2.08M
@ $330.00 · 2025-11-21
FABARA PAUL D
Officer
$707,917
@ $325.93 · 2025-11-21
CARNEY LLOYD A
Director
$302,832
@ $336.48 · 2025-11-04
MCINERNEY RYAN
Chief Executive Officer
$3.58M
@ $341.00 · 2025-11-03
MCINERNEY RYAN
Chief Executive Officer
$3.59M
@ $342.30 · 2025-10-01
MCINERNEY RYAN
Chief Executive Officer
$3.65M
@ $348.57 · 2025-09-02
ROTTENBERG JULIE B
General Counsel
$697,329
@ $344.02 · 2025-08-18
MCINERNEY RYAN
Chief Executive Officer
$3.60M
@ $343.13 · 2025-08-14
MCINERNEY RYAN
Chief Executive Officer
$3.05M
@ $353.82 · 2025-07-01
FABARA PAUL D
Officer
$4.36M
@ $375.00 · 2025-06-11
TANEJA RAJAT
President
$18.44M
@ $368.87 · 2025-06-05
FABARA PAUL D
Officer
$17.10M
@ $370.00 · 2025-06-05
MCINERNEY RYAN
Chief Executive Officer
$3.13M
@ $362.77 · 2025-06-02
FABARA PAUL D
Officer
$6.32M
@ $357.45 · 2025-05-12
FABARA PAUL D
Officer
$5.26M
@ $355.04 · 2025-05-08
MCINERNEY RYAN
Chief Executive Officer
$2.98M
@ $345.58 · 2025-05-01
ROTTENBERG JULIE B
General Counsel
$889,868
@ $345.58 · 2025-05-01
MCINERNEY RYAN
Chief Executive Officer
$3.02M
@ $350.44 · 2025-04-01
FABARA PAUL D
Officer
$13.40M
@ $340.41 · 2025-03-19
FABARA PAUL D
Officer
$12.88M
@ $327.20 · 2025-03-14
MCINERNEY RYAN
Chief Executive Officer
$3.13M
@ $363.00 · 2025-03-03
ANDRESKI PETER M
Officer
$815,314
@ $349.62 · 2025-02-07
MAHON TULLIER KELLY
Officer
$11.80M
@ $349.77 · 2025-02-07
MCINERNEY RYAN
Chief Executive Officer
$2.93M
@ $340.00 · 2025-02-03
ROTTENBERG JULIE B
General Counsel
$874,480
@ $340.00 · 2025-02-03
MCINERNEY RYAN
Chief Executive Officer
$2.74M
@ $317.78 · 2025-01-02
TANEJA RAJAT
Officer
$11.15M
@ $315.55 · 2024-12-13
MCINERNEY RYAN
Chief Executive Officer
$2.73M
@ $316.90 · 2024-12-02
FABARA PAUL D
Officer
$668,603
@ $307.97 · 2024-11-22
MCINERNEY RYAN
Chief Executive Officer
$2.49M
@ $288.49 · 2024-11-01
ROTTENBERG JULIE B
General Counsel
$741,996
@ $288.49 · 2024-11-01
MCINERNEY RYAN
Chief Executive Officer
$2.39M
@ $276.97 · 2024-10-01
MCINERNEY RYAN
Chief Executive Officer
$2.38M
@ $276.37 · 2024-09-03
MCINERNEY RYAN
Chief Executive Officer
$2.37M
@ $275.00 · 2024-08-29
ROTTENBERG JULIE B
General Counsel
$707,300
@ $275.00 · 2024-08-29
MAHON TULLIER KELLY
Officer
$10.12M
@ $267.64 · 2024-08-16
FABARA PAUL D
Officer
$7.01M
@ $277.15 · 2024-05-15
CARNEY LLOYD A
Director
$250,472
@ $275.55 · 2024-04-26
MCINERNEY RYAN
Chief Executive Officer
$2.30M
@ $280.36 · 2024-04-01
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
FearGreed
😐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.
V
FearGreed
😨Fear(36/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

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

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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)
V
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: Fear (36)
View CSCO Full AnalysisView V Full Analysis