Cisco Systems vs Dell Technologies
CSCO and DELL side by side, both in computer and office equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CSCO and DELL compare
Cisco Systems is the larger company, worth 1.5 times as much as Dell Technologies ($412B against $270B).
On earnings, Dell Technologies is cheaper: it trades at 24.6× trailing earnings, against 31.4× for Cisco Systems.
Dell Technologies grew revenue faster over the last twelve months (49.0% versus 11.8% for Cisco Systems).
Cisco Systems keeps more of each dollar of sales as profit, with a net margin of 21.0% compared with 7.5% at Dell Technologies.
Both pay dividends: Cisco Systems yields 1.6% and Dell Technologies 0.42%.
Cisco Systems scores higher on the StockData Score (16 against 15 for Dell Technologies), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CSCO | DELL |
|---|---|---|
| Size and price | ||
| Market cap | $412B | $270B |
| Share price | $104.51 | $424.30 |
| Change, 1 year | 46.5% | 159% |
| Change, 5 years | 83.1% | 653% |
| Beta (5Y) | 0.82 | 1.67 |
| Employees | 25K | 97K |
| StockData Score | ||
| Total score | 16 (better) | 15 |
| Valuation score | 0 | 2 (better) |
| Growth score | 3 | 4 (better) |
| Performance score | 6 (better) | 4 |
| Health score | 3 (better) | 2 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 31.4× | 24.6× (better) |
| P/S | 6.5× | 1.8× (better) |
| P/B | 8.2× | – |
| EV/EBITDA | 27.8× | 16.9× (better) |
| P/FCF | 32.3× | 31.5× (better) |
| PEG | 11.43 | 0.63 (better) |
| FCF yield | 3.1% | 3.2% (better) |
| Fair value | $67.84 | $398.76 |
| Margin of safety | −54.1% | −6.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.8% | 49.0% (better) |
| Revenue growth, 5Y average | 4.9% | 5.5% (better) |
| Net income growth (TTM) | 30.3% | 135% (better) |
| EPS growth (TTM) | 30.6% | 151% (better) |
| EPS growth, 5Y average | 5.9% | 15.5% (better) |
| Profitability | ||
| Gross margin | 64.5% (better) | 19.8% |
| Operating margin | 24.3% (better) | 9.4% |
| Net margin | 21.0% (better) | 7.5% |
| FCF margin | 20.2% (better) | 5.7% |
| Return on equity | 27.3% | – |
| Return on invested capital | 20.2% | 59.8% (better) |
| Financial health | ||
| Debt / equity | 0.59 | – |
| Net debt / EBITDA | 0.99 (better) | 1.32 |
| Interest coverage | 10.5× (better) | 8.9× |
| Current ratio | 0.93 | 0.96 (better) |
| Altman Z-score | 3.99 (better) | 2.89 |
| Piotroski F-score | 7 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.6% (better) | 0.42% |
| Payout ratio | 49.4% | 13.8% |
| Years of dividend growth | 15 (better) | 3 |
| Dividend growth, 5Y average | 2.6% | – |
| Buyback yield | 1.3% | 3.2% (better) |
| Shareholder yield | 2.9% | 3.6% (better) |
| Ownership | ||
| Held by institutions | 80.6% | 37.4% |
| Held by insiders | 0.07% | 56.2% |
| Insider net buying, 12 months | −$106M (better) | −$3.4B |
| Superinvestors holding | 3 | – |
| Short interest, % of float | 1.3% | 4.4% |
Go deeper
- CSCO stock overview
- CSCO income statement
- CSCO valuation and score
- DELL stock overview
- DELL income statement
- DELL valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.