Cisco Systems vs Netflix
CSCO and NFLX side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CSCO and NFLX compare
Cisco Systems is the larger company, worth 1.6 times as much as Netflix ($412B against $258B).
On earnings, Netflix is cheaper: it trades at 19.5× trailing earnings, against 31.4× for Cisco Systems.
Netflix grew revenue faster over the last twelve months (16.0% versus 11.8% for Cisco Systems).
Netflix keeps more of each dollar of sales as profit, with a net margin of 28.2% compared with 21.0% at Cisco Systems.
Cisco Systems pays a dividend yielding 1.6%; Netflix does not pay one.
Netflix scores higher on the StockData Score (21 against 16 for Cisco Systems), 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 | NFLX |
|---|---|---|
| Size and price | ||
| Market cap | $412B | $258B |
| Share price | $104.51 | $62.08 |
| Change, 1 year | 46.5% | −43.6% |
| Change, 5 years | 83.1% | −3.9% |
| Beta (5Y) | 0.82 | 1.41 |
| Employees | 25K | 16K |
| StockData Score | ||
| Total score | 16 | 21 (better) |
| Valuation score | 0 | 4 (better) |
| Growth score | 3 | 6 (better) |
| Performance score | 6 | 6 |
| Health score | 3 | 5 (better) |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 31.4× | 19.5× (better) |
| P/S | 6.5× | 5.3× (better) |
| P/B | 8.2× (better) | 8.6× |
| EV/EBITDA | 27.8× | 17.9× (better) |
| P/FCF | 32.3× | 23.2× (better) |
| PEG | 11.43 | 0.54 (better) |
| FCF yield | 3.1% | 4.3% (better) |
| Fair value | $67.84 | $86.31 |
| Margin of safety | −54.1% | 28.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.8% | 16.0% (better) |
| Revenue growth, 5Y average | 4.9% | 12.6% (better) |
| Net income growth (TTM) | 30.3% | 33.2% (better) |
| EPS growth (TTM) | 30.6% | 35.2% (better) |
| EPS growth, 5Y average | 5.9% | 33.0% (better) |
| Profitability | ||
| Gross margin | 64.5% (better) | 49.1% |
| Operating margin | 24.3% | 29.7% (better) |
| Net margin | 21.0% | 28.2% (better) |
| FCF margin | 20.2% | 23.1% (better) |
| Return on equity | 27.3% | 49.5% (better) |
| Return on invested capital | 20.2% | 35.8% (better) |
| Financial health | ||
| Debt / equity | 0.59 | 0.47 (better) |
| Net debt / EBITDA | 0.99 | 0.35 (better) |
| Interest coverage | 10.5× | 16.9× (better) |
| Current ratio | 0.93 | 1.14 (better) |
| Altman Z-score | 3.99 | 8.37 (better) |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Dividend yield | 1.6% | – |
| Payout ratio | 49.4% | – |
| Years of dividend growth | 15 | – |
| Dividend growth, 5Y average | 2.6% | – |
| Buyback yield | 1.3% | 3.8% (better) |
| Shareholder yield | 2.9% | 3.8% (better) |
| Ownership | ||
| Held by institutions | 80.6% | 81.7% |
| Held by insiders | 0.07% | 0.55% |
| Insider net buying, 12 months | −$106M (better) | −$357M |
| Superinvestors holding | 3 | 10 (better) |
| Short interest, % of float | 1.3% | 2.0% |
Go deeper
- CSCO stock overview
- CSCO income statement
- CSCO valuation and score
- NFLX stock overview
- NFLX income statement
- NFLX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.