Cisco Systems beat its first-quarter guidance and raised its full-year outlook. Sales rose 24% year on year to $18.5 billion, with 340 basis points of annual operating margin expansion to 37.8%. Fiscal 2027 sales guidance of $75.3 billion, at the midpoint, rose by 3% from the previous quarter.
Cisco holds dominant market shares across many parts of networking, and leading shares in areas like switching software and SD-WAN bode well for its position in the next era.
Cisco has historically generated low growth, and recently higher AI-driven growth could be finite.
Metric | CSCO | ANET | PANW |
|---|---|---|---|
Price/Earnings (Normalized) | 22.15 | 52.37 | 84.14 |
Price/Book Value | 7.30 | 15.16 | 9.55 |
Price/Sales | 5.69 | 21.17 | 21.45 |
Price/Cash Flow | 18.98 | 46.06 | 61.95 |
Metric | CSCO | ANET | PANW |
|---|---|---|---|
Quick Ratio | 0.64 | 2.48 | 0.73 |
Current Ratio | 0.93 | 3.29 | 0.87 |
Interest Coverage | 11.30 | — | — |
Metric | CSCO | ANET | PANW |
|---|---|---|---|
Return on Assets (Normalized) | 13.87% | 23.06% | 8.79% |
Return on Equity (Normalized) | 35.85% | 36.14% | 18.08% |
Return on Invested Capital (Normalized) | 22.89% | 36.14% | 15.30% |
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