Cisco Systems vs Super Micro Computer
CSCO and SMCI 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 SMCI compare
Cisco Systems is the larger company, worth 19 times as much as Super Micro Computer ($412B against $21.6B).
On earnings, Super Micro Computer is cheaper: it trades at 10.1× trailing earnings, against 31.4× for Cisco Systems.
Super Micro Computer grew revenue faster over the last twelve months (77.8% 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 5.7% at Super Micro Computer.
Cisco Systems pays a dividend yielding 1.6%; Super Micro Computer does not pay one.
Super Micro Computer scores higher on the StockData Score (19 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 | SMCI |
|---|---|---|
| Size and price | ||
| Market cap | $412B | $21.6B |
| Share price | $104.51 | $32.95 |
| Change, 1 year | 46.5% | −37.5% |
| Change, 5 years | 83.1% | 607% |
| Beta (5Y) | 0.82 | 2.07 |
| Employees | 25K | 7,000 |
| StockData Score | ||
| Total score | 16 | 19 (better) |
| Valuation score | 0 | 6 (better) |
| Growth score | 3 | 5 (better) |
| Performance score | 6 (better) | 5 |
| Health score | 3 | 3 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 31.4× | 10.1× (better) |
| P/S | 6.5× | 0.6× (better) |
| P/B | 8.2× | 1.5× (better) |
| EV/EBITDA | 27.8× | 5.0× (better) |
| P/FCF | 32.3× | – |
| PEG | 11.43 | 0.24 (better) |
| FCF yield | 3.1% (better) | −32.2% |
| Fair value | $67.84 | $83.92 |
| Margin of safety | −54.1% | 60.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.8% | 77.8% (better) |
| Revenue growth, 5Y average | 4.9% | 61.5% (better) |
| Net income growth (TTM) | 30.3% | 113% (better) |
| EPS growth (TTM) | 30.6% | 94.0% (better) |
| EPS growth, 5Y average | 5.9% | 73.2% (better) |
| Profitability | ||
| Gross margin | 64.5% (better) | 10.8% |
| Operating margin | 24.3% (better) | 7.1% |
| Net margin | 21.0% (better) | 5.7% |
| FCF margin | 20.2% (better) | −17.8% |
| Return on equity | 27.3% (better) | 21.5% |
| Return on invested capital | 20.2% | 55.0% (better) |
| Financial health | ||
| Debt / equity | 0.59 | – |
| Net debt / EBITDA | 0.99 | – |
| Interest coverage | 10.5× | 14.2× (better) |
| Current ratio | 0.93 | 3.87 (better) |
| Altman Z-score | 3.99 (better) | 3.54 |
| Piotroski F-score | 7 (better) | 4 |
| 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% | – |
| Shareholder yield | 2.9% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 80.6% | 68.6% |
| Held by insiders | 0.07% | 22.7% |
| Insider net buying, 12 months | −$106M | −$18.9M (better) |
| Superinvestors holding | 3 | – |
| Short interest, % of float | 1.3% | – |
Go deeper
- CSCO stock overview
- CSCO income statement
- CSCO valuation and score
- SMCI stock overview
- SMCI income statement
- SMCI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.