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Guru Investment Theses on Cisco Systems Inc

Diamond Hill Capital Comments on Cisco Systems Inc - Jul 25, 2014

Networking and communications company Cisco Systems, Inc. (CSCO) outperformed as it reported earnings and guidance that were better than consensus expectations. The company’s gross margins improved, which we believe is a sign that the business is stabilizing.

From Diamond Hill Capital (Trades, Portfolio)'s Select Fund Second Quarter 2014 Commentary.

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Meridian Funds Comments on Cisco Systems Inc - Jun 20, 2014

Cisco Systems, Inc. (CSCO) also generated losses for the Fund during the period as earnings expectations were recently cut due to weakness in emerging markets. We are regarding our investment in Cisco with caution, but for now we continue to hold the shares due to the attractive dividend yield and the potential for dividend growth, even with muted earnings growth, enabled by the company’s low payout ratio and strong balance sheet.



From Meridian Funds's semi-annual report ended December 31, 2013.



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Yacktman Funds Comments on Cisco Systems - Mar 12, 2014

Cisco Systems Inc. shares fell after the company reported disappointing results and issued poor forward guidance, largely due to weakness in emerging markets. We think the shares continue to represent extremely good value given the strong balance sheet and earnings power of the business.





From Yacktman Funds' 2013 Annual Report - Portfolio Manager's Comments







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Diamond Hill Capital Comments on Cisco Systems Inc. - Mar 07, 2014

Networking and communications company Cisco Systems, Inc. (CSCO) disappointed investors by issuing weaker than expected guidance. The shortfall was linked to some loss of share in low-end routing as well as a pause in demand ahead of new product introductions.

From Diamond Hill Capital (Trades, Portfolio)'s Select Fund Commentary for fourth quarter 2013.

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Diamond Hill Capital Comments on Cisco Systems - Mar 05, 2014

Networking and communications company Cisco Systems, Inc. (CSCO) disappointed investors by issuing weaker than expected guidance. The shortfall was linked to some loss of share in low-end routing as well as a pause in demand ahead of new product introductions.



From Diamond Hill Capital (Trades, Portfolio)'s Fourth Quarter 2013 Commentary.

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Yacktman Fund Comments on Cisco Systems Inc. - Jan 30, 2014

Cisco Systems Inc. (CSCO) shares fell after the company reported disappointing results and issued poor forward guidance, largely due to weakness in emerging markets. We think the shares continue to represent extremely good value given the strong balance sheet and earnings power of the business. C.H. Robinson Worldwide Inc.'s shares declined modestly due to continued margin pressure in its North American truckload brokerage business. 

From the Yacktman Fund (Trades, Portfolio)s' fourth quarter 2013 shareholder update.

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Top Ranked Articles about Cisco Systems Inc

Ray Dalio's Top 5 New Buys in Q1
Ray Dalio (Trades, Portfolio) founded the Connecticut-based hedge fund Bridgewater Associates in 1975. Today, it manages approximately $169 billion in assets for a variety of institutional clients, including governments and central banks, university endowments and charitable foundations. Read more...
John Hussman Increases Portfolio in 1Q2015
John Hussman (Trades, Portfolio) is known for his negative thoughts on the Federal Reserve and the U.S. Treasury. He has been named the "Prophet of Doom" because he predicted the financial crisis of 2008 and says there is another to come that will be much worse. Read more...
Yacktman Focused Fund Trims Position in Cisco, PepsiCo
The majority of the activity in the Yacktman Focused Fund (Trades, Portfolio)’s portfolio was trimming positions during the first quarter of 2015. The fund reduced its holdings in 13 stocks, and added to its stakes in four. Read more...
Diamond Hill Capital Comments on Cisco Systems Inc
Networking and communications company Cisco Systems, Inc. (CSCO) outperformed as it reported earnings and guidance that were better than consensus expectations. The company’s gross margins improved, which we believe is a sign that the business is stabilizing. Read more...
A Look at Van Den Berg's Top Five Stocks
Arnold Van Den Berg is the founder of Austin-based Century Management. He and his team seek companies that are trading at discounts to their intrinsic value either because they are lesser known, have a short-term problem or are temporarily out of favor. Read more...
Meridian Funds Comments on Cisco Systems Inc
Cisco Systems, Inc. (CSCO) also generated losses for the Fund during the period as earnings expectations were recently cut due to weakness in emerging markets. We are regarding our investment in Cisco with caution, but for now we continue to hold the shares due to the attractive dividend yield and the potential for dividend growth, even with muted earnings growth, enabled by the company’s low payout ratio and strong balance sheet. Read more...
» More Articles for CSCO

Ratios

vs
industry
vs
history
P/E(ttm) 16.80
CSCO's P/E(ttm) is ranked higher than
64% of the 369 Companies
in the Global Communication Equipment industry.

( Industry Median: 22.70 vs. CSCO: 16.80 )
Ranked among companies with meaningful P/E(ttm) only.
CSCO' s 10-Year P/E(ttm) Range
Min: 10.54   Max: 37.08
Current: 16.8

10.54
37.08
Forward P/E 12.77
CSCO's Forward P/E is ranked higher than
98% of the 302 Companies
in the Global Communication Equipment industry.

( Industry Median: 15.08 vs. CSCO: 12.77 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 17.10
CSCO's PE(NRI) is ranked higher than
62% of the 321 Companies
in the Global Communication Equipment industry.

( Industry Median: 22.50 vs. CSCO: 17.10 )
Ranked among companies with meaningful PE(NRI) only.
CSCO' s 10-Year PE(NRI) Range
Min: 10.53   Max: 32.79
Current: 17.1

10.53
32.79
P/B 2.50
CSCO's P/B is ranked lower than
60% of the 589 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.89 vs. CSCO: 2.50 )
Ranked among companies with meaningful P/B only.
CSCO' s 10-Year P/B Range
Min: 1.62   Max: 6.57
Current: 2.5

1.62
6.57
P/S 3.10
CSCO's P/S is ranked higher than
95% of the 607 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.08 vs. CSCO: 3.10 )
Ranked among companies with meaningful P/S only.
CSCO' s 10-Year P/S Range
Min: 1.84   Max: 7.36
Current: 3.1

1.84
7.36
PFCF 13.80
CSCO's PFCF is ranked higher than
67% of the 299 Companies
in the Global Communication Equipment industry.

( Industry Median: 19.60 vs. CSCO: 13.80 )
Ranked among companies with meaningful PFCF only.
CSCO' s 10-Year PFCF Range
Min: 7.58   Max: 34.25
Current: 13.8

7.58
34.25
POCF 12.56
CSCO's POCF is ranked higher than
55% of the 322 Companies
in the Global Communication Equipment industry.

( Industry Median: 13.82 vs. CSCO: 12.56 )
Ranked among companies with meaningful POCF only.
CSCO' s 10-Year POCF Range
Min: 6.78   Max: 22.5
Current: 12.56

6.78
22.5
EV-to-EBIT 10.92
CSCO's EV-to-EBIT is ranked higher than
70% of the 327 Companies
in the Global Communication Equipment industry.

( Industry Median: 16.85 vs. CSCO: 10.92 )
Ranked among companies with meaningful EV-to-EBIT only.
CSCO' s 10-Year EV-to-EBIT Range
Min: 5.1   Max: 24
Current: 10.92

5.1
24
PEG 2.04
CSCO's PEG is ranked lower than
53% of the 102 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.76 vs. CSCO: 2.04 )
Ranked among companies with meaningful PEG only.
CSCO' s 10-Year PEG Range
Min: 0.67   Max: 5.56
Current: 2.04

0.67
5.56
Shiller P/E 18.90
CSCO's Shiller P/E is ranked higher than
68% of the 275 Companies
in the Global Communication Equipment industry.

( Industry Median: 26.92 vs. CSCO: 18.90 )
Ranked among companies with meaningful Shiller P/E only.
CSCO' s 10-Year Shiller P/E Range
Min: 11.89   Max: 69.55
Current: 18.9

11.89
69.55
Current Ratio 2.98
CSCO's Current Ratio is ranked higher than
69% of the 486 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.17 vs. CSCO: 2.98 )
Ranked among companies with meaningful Current Ratio only.
CSCO' s 10-Year Current Ratio Range
Min: 1.19   Max: 3.57
Current: 2.98

1.19
3.57
Quick Ratio 2.91
CSCO's Quick Ratio is ranked higher than
77% of the 486 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.66 vs. CSCO: 2.91 )
Ranked among companies with meaningful Quick Ratio only.
CSCO' s 10-Year Quick Ratio Range
Min: 1.05   Max: 3.49
Current: 2.91

1.05
3.49
Days Inventory 31.91
CSCO's Days Inventory is ranked higher than
81% of the 485 Companies
in the Global Communication Equipment industry.

( Industry Median: 69.73 vs. CSCO: 31.91 )
Ranked among companies with meaningful Days Inventory only.
CSCO' s 10-Year Days Inventory Range
Min: 28.89   Max: 67.8
Current: 31.91

28.89
67.8
Days Sales Outstanding 36.66
CSCO's Days Sales Outstanding is ranked higher than
85% of the 460 Companies
in the Global Communication Equipment industry.

( Industry Median: 72.44 vs. CSCO: 36.66 )
Ranked among companies with meaningful Days Sales Outstanding only.
CSCO' s 10-Year Days Sales Outstanding Range
Min: 21.32   Max: 56.02
Current: 36.66

21.32
56.02

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.70
CSCO's Dividend Yield is ranked higher than
92% of the 420 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.94 vs. CSCO: 2.70 )
Ranked among companies with meaningful Dividend Yield only.
CSCO' s 10-Year Dividend Yield Range
Min: 0.34   Max: 3.21
Current: 2.7

0.34
3.21
Dividend Payout 0.45
CSCO's Dividend Payout is ranked higher than
99% of the 234 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.40 vs. CSCO: 0.45 )
Ranked among companies with meaningful Dividend Payout only.
CSCO' s 10-Year Dividend Payout Range
Min: 0.15   Max: 0.63
Current: 0.45

0.15
0.63
Dividend growth (3y) 81.70
CSCO's Dividend growth (3y) is ranked higher than
99% of the 134 Companies
in the Global Communication Equipment industry.

( Industry Median: -1.60 vs. CSCO: 81.70 )
Ranked among companies with meaningful Dividend growth (3y) only.
CSCO' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 81.7
Current: 81.7

0
81.7
Yield on cost (5-Year) 2.70
CSCO's Yield on cost (5-Year) is ranked higher than
87% of the 424 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.04 vs. CSCO: 2.70 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
CSCO' s 10-Year Yield on cost (5-Year) Range
Min: 0.34   Max: 3.21
Current: 2.7

0.34
3.21
Share Buyback Rate 1.70
CSCO's Share Buyback Rate is ranked higher than
86% of the 279 Companies
in the Global Communication Equipment industry.

( Industry Median: -1.30 vs. CSCO: 1.70 )
Ranked among companies with meaningful Share Buyback Rate only.
CSCO' s 10-Year Share Buyback Rate Range
Min: 4.6   Max: -2.6
Current: 1.7

Valuation & Return

vs
industry
vs
history
Price/Net Cash 21.20
CSCO's Price/Net Cash is ranked lower than
71% of the 184 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.10 vs. CSCO: 21.20 )
Ranked among companies with meaningful Price/Net Cash only.
CSCO' s 10-Year Price/Net Cash Range
Min: 10.22   Max: 1206.5
Current: 21.2

10.22
1206.5
Price/Net Current Asset Value 12.90
CSCO's Price/Net Current Asset Value is ranked lower than
63% of the 324 Companies
in the Global Communication Equipment industry.

( Industry Median: 7.40 vs. CSCO: 12.90 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
CSCO' s 10-Year Price/Net Current Asset Value Range
Min: 3.94   Max: 176.19
Current: 12.9

3.94
176.19
Price/Tangible Book 4.70
CSCO's Price/Tangible Book is ranked lower than
68% of the 612 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.50 vs. CSCO: 4.70 )
Ranked among companies with meaningful Price/Tangible Book only.
CSCO' s 10-Year Price/Tangible Book Range
Min: 2.61   Max: 24.44
Current: 4.7

2.61
24.44
Price/DCF (Projected) 0.90
CSCO's Price/DCF (Projected) is ranked higher than
74% of the 317 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.60 vs. CSCO: 0.90 )
Ranked among companies with meaningful Price/DCF (Projected) only.
CSCO' s 10-Year Price/DCF (Projected) Range
Min: 0.57   Max: 11.29
Current: 0.9

0.57
11.29
Price/Median PS Value 1.00
CSCO's Price/Median PS Value is ranked higher than
68% of the 592 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.20 vs. CSCO: 1.00 )
Ranked among companies with meaningful Price/Median PS Value only.
CSCO' s 10-Year Price/Median PS Value Range
Min: 0.59   Max: 9.61
Current: 1

0.59
9.61
Price/Peter Lynch Fair Value 2.80
CSCO's Price/Peter Lynch Fair Value is ranked lower than
72% of the 126 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.00 vs. CSCO: 2.80 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
CSCO' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.73   Max: 8.4
Current: 2.8

0.73
8.4
Price/Graham Number 1.90
CSCO's Price/Graham Number is ranked higher than
52% of the 387 Companies
in the Global Communication Equipment industry.

( Industry Median: 9999.00 vs. CSCO: 1.90 )
Ranked among companies with meaningful Price/Graham Number only.
CSCO' s 10-Year Price/Graham Number Range
Min: 1.1   Max: 14.59
Current: 1.9

1.1
14.59
Earnings Yield (Greenblatt) 9.40
CSCO's Earnings Yield (Greenblatt) is ranked higher than
81% of the 553 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.20 vs. CSCO: 9.40 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) only.
CSCO' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.2   Max: 19.4
Current: 9.4

4.2
19.4
Forward Rate of Return (Yacktman) 12.65
CSCO's Forward Rate of Return (Yacktman) is ranked higher than
59% of the 200 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.67 vs. CSCO: 12.65 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) only.
CSCO' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 2.9   Max: 25.5
Current: 12.65

2.9
25.5

Analyst Estimate

Jul15 Jul16 Jul17
Revenue(Mil) 48,916 50,752 53,412
EPS($) 2.17 2.28 2.43
EPS without NRI($) 2.17 2.28 2.43

Business Description

Industry: Communication Equipment » Communication Equipment
Compare:PTFRY, QCOM, ERIC, NOK, JNPR » details
Traded in other countries:04333.Hongkong, CIS.Netherlands, CIS.Germany, CSCO34.Brazil, CSCO.Mexico, CSCO.Argentina, CSCO.Chile, CSCO.Switzerland,
Cisco Systems Inc was incorporated in California on December 10, 1984. The Company is engaged in designing, manufacturing and selling of Internet Protocol (IP) based networking products and services related to the communications and information technology (IT) industry and provide services associated with these products and their use. It provides products for transporting data, voice, and video within buildings, across campuses, and around the world. Its products are designed to transform how people connect, communicate, and collaborate. The products are utilized at enterprise businesses, public institutions, telecommunications companies and other service providers, commercial businesses, and personal residences. The Company's business is organized into the following three geographic segments: The Americas; Europe, Middle East, and Africa (EMEA); and Asia Pacific, Japan, and China (APJC). The Company's products and technologies are grouped into categories including: Switching; Next-Generation Network (NGN) Routing; Service Provider Video; Collaboration; Data Center; Wireless; Security; and Other Products. The product Switching is a networking technology used in campuses, branch offices, and data centers; and is used within buildings in local-area networks (LANs) and across great distances in wide-area networks (WANs). It offers forms of connectivity to end users, workstations, IP phones, wireless access points, and servers and also functions as aggregators on LANs and WANs. The NGN Routing technology is fundamental to the foundation of the Internet; it interconnects public and private wireline and mobile networks for mobile, data, voice, and video applications. Its portfolio of hardware and software solutions consists of physical and virtual routers and routing systems. The Service Provider Video is an end-to-end; digital video distribution systems and digital interactive set-top boxes enable service providers and content originators to deliver entertainment, information, and communication services to consumers and businesses around the world. The Collaboration portfolio integrates voice, video, data, and mobile applications on fixed and mobile networks across a wide range of devices and related IT equipment referred as endpoints used to access networks including mobile phones, tablets, desktop and laptop computers, and desktop virtualization clients. The Data Center products include Cisco Unified Computing System (UCS) enabling computing, networking, storage, management, and virtualization into a single fabric-based platform designed to simplify operations and provide business agility through rapid deployment and scaling of application infrastructure. The Wireless include access via wireless fidelity (Wi-Fi) used by organizations to provide indoor and outdoor coverage with roaming for voice, video, and data applications. The Security offers identity, network, and content security solutions designed to enable customers to reduce

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