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Also traded in: Argentina, Austria, Belgium, Brazil, Chile, Germany, Hongkong, Mexico, Netherlands, Peru, Switzerland, UK

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash-to-Debt 1.82
NAS:CSCO's Cash-to-Debt is ranked lower than
51% of the 568 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.00 vs. NAS:CSCO: 1.82 )
Ranked among companies with meaningful Cash-to-Debt only.
NAS:CSCO' s Cash-to-Debt Range Over the Past 10 Years
Min: 1.82  Med: No Debt Max: No Debt
Current: 1.82
1.82
No Debt
Equity-to-Asset 0.40
NAS:CSCO's Equity-to-Asset is ranked lower than
74% of the 559 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.58 vs. NAS:CSCO: 0.40 )
Ranked among companies with meaningful Equity-to-Asset only.
NAS:CSCO' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.4  Med: 0.71 Max: 0.84
Current: 0.4
0.4
0.84
Debt-to-Equity 0.59
NAS:CSCO's Debt-to-Equity is ranked lower than
75% of the 412 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.29 vs. NAS:CSCO: 0.59 )
Ranked among companies with meaningful Debt-to-Equity only.
NAS:CSCO' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.04  Med: 0.33 Max: 0.59
Current: 0.59
0.04
0.59
Debt-to-EBITDA 1.58
NAS:CSCO's Debt-to-EBITDA is ranked lower than
56% of the 341 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.05 vs. NAS:CSCO: 1.58 )
Ranked among companies with meaningful Debt-to-EBITDA only.
NAS:CSCO' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 1.05  Med: 1.56 Max: 2.19
Current: 1.58
1.05
2.19
Interest Coverage 13.43
NAS:CSCO's Interest Coverage is ranked lower than
70% of the 427 Companies
in the Global Communication Equipment industry.

( Industry Median: 67.87 vs. NAS:CSCO: 13.43 )
Ranked among companies with meaningful Interest Coverage only.
NAS:CSCO' s Interest Coverage Range Over the Past 10 Years
Min: 13.43  Med: 17.36 Max: 21.34
Current: 13.43
13.43
21.34
Piotroski F-Score: 5
Altman Z-Score: 3.15
Beneish M-Score: -2.91
WACC vs ROIC
9.04%
0.45%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating Margin % 25.68
NAS:CSCO's Operating Margin % is ranked higher than
94% of the 565 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.40 vs. NAS:CSCO: 25.68 )
Ranked among companies with meaningful Operating Margin % only.
NAS:CSCO' s Operating Margin % Range Over the Past 10 Years
Min: 19.61  Med: 22.89 Max: 26.52
Current: 25.68
19.61
26.52
Net Margin % 0.22
NAS:CSCO's Net Margin % is ranked lower than
72% of the 566 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.84 vs. NAS:CSCO: 0.22 )
Ranked among companies with meaningful Net Margin % only.
NAS:CSCO' s Net Margin % Range Over the Past 10 Years
Min: 0.22  Med: 17.87 Max: 21.81
Current: 0.22
0.22
21.81
ROE % 0.20
NAS:CSCO's ROE % is ranked lower than
70% of the 551 Companies
in the Global Communication Equipment industry.

( Industry Median: 4.85 vs. NAS:CSCO: 0.20 )
Ranked among companies with meaningful ROE % only.
NAS:CSCO' s ROE % Range Over the Past 10 Years
Min: 0.2  Med: 15.88 Max: 18.74
Current: 0.2
0.2
18.74
ROA % 0.09
NAS:CSCO's ROA % is ranked lower than
68% of the 571 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.42 vs. NAS:CSCO: 0.09 )
Ranked among companies with meaningful ROA % only.
NAS:CSCO' s ROA % Range Over the Past 10 Years
Min: 0.09  Med: 8.61 Max: 10.41
Current: 0.09
0.09
10.41
ROC (Joel Greenblatt) % 444.58
NAS:CSCO's ROC (Joel Greenblatt) % is ranked higher than
98% of the 566 Companies
in the Global Communication Equipment industry.

( Industry Median: 10.41 vs. NAS:CSCO: 444.58 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
NAS:CSCO' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 196.22  Med: 332 Max: 444.58
Current: 444.58
196.22
444.58
3-Year Revenue Growth Rate 1.90
NAS:CSCO's 3-Year Revenue Growth Rate is ranked higher than
51% of the 505 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.90 vs. NAS:CSCO: 1.90 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NAS:CSCO' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0.3  Med: 13.9 Max: 125.2
Current: 1.9
0.3
125.2
3-Year EBITDA Growth Rate 6.30
NAS:CSCO's 3-Year EBITDA Growth Rate is ranked lower than
51% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.60 vs. NAS:CSCO: 6.30 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
NAS:CSCO' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -11.3  Med: 13.8 Max: 152
Current: 6.3
-11.3
152
3-Year EPS without NRI Growth Rate -77.50
NAS:CSCO's 3-Year EPS without NRI Growth Rate is ranked higher than
53% of the 359 Companies
in the Global Communication Equipment industry.

( Industry Median: 5.90 vs. NAS:CSCO: -77.50 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
NAS:CSCO' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 12.4 Max: 81.7
Current: -77.5
0
81.7
GuruFocus has detected 8 Warning Signs with Cisco Systems Inc NAS:CSCO.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NAS:CSCO's 30-Y Financials

Financials (Next Earnings Date: 2018-11-15)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2017

CSCO Guru Trades in Q3 2017

Jim Simons 2,146,105 sh (New)
Louis Moore Bacon 637,489 sh (New)
Robert Olstein 346,000 sh (+84.04%)
Pioneer Investments 10,206,695 sh (+12.55%)
Murray Stahl 53,100 sh (+5.88%)
Chuck Royce 201,000 sh (+5.79%)
Ken Fisher 16,386,990 sh (+1.93%)
Richard Pzena 2,517,046 sh (+0.41%)
Steven Romick 11,070,960 sh (unchged)
Tweedy Browne Global Value 5,214,000 sh (unchged)
Yacktman Focused Fund 6,400,000 sh (unchged)
Yacktman Fund 12,200,000 sh (unchged)
Tom Gayner 342,000 sh (unchged)
First Eagle Investment 10,200 sh (unchged)
Ronald Muhlenkamp 6,000 sh (unchged)
Frank Sands 10,800 sh (unchged)
Zeke Ashton 60,000 sh (unchged)
Ray Dalio Sold Out
Lee Ainslie Sold Out
Caxton Associates Sold Out
Signature Select Canadian Fund Sold Out
Tweedy Browne 10,470,841 sh (-0.06%)
Yacktman Asset Management 22,506,751 sh (-0.46%)
Jeff Auxier 74,423 sh (-0.47%)
Mario Gabelli 47,600 sh (-0.63%)
Dodge & Cox 63,485,857 sh (-1.00%)
Mairs and Power 27,535 sh (-1.13%)
First Pacific Advisors 14,186,260 sh (-1.41%)
T Rowe Price Equity Income Fund 8,600,000 sh (-1.59%)
PRIMECAP Management 27,541,890 sh (-1.65%)
NWQ Managers 438,965 sh (-2.41%)
John Buckingham 294,390 sh (-4.59%)
David Dreman 76,967 sh (-5.72%)
Manning & Napier Advisors, Inc 810,114 sh (-8.48%)
Barrow, Hanley, Mewhinney & Strauss 3,167,327 sh (-10.46%)
Jeremy Grantham 9,740,668 sh (-17.81%)
Joel Greenblatt 1,479,485 sh (-26.10%)
Charles Brandes 206,690 sh (-41.36%)
John Hussman 52,500 sh (-74.20%)
Diamond Hill Capital 583,078 sh (-88.31%)
» More
Q4 2017

CSCO Guru Trades in Q4 2017

Richard Snow 58,065 sh (New)
Julian Robertson 554,000 sh (New)
Steven Cohen 329,776 sh (New)
Pioneer Investments 19,498,882 sh (+91.04%)
Richard Pzena 2,868,976 sh (+13.98%)
Mairs and Power 29,521 sh (+7.21%)
Chuck Royce 213,000 sh (+5.97%)
Ken Fisher 16,692,536 sh (+1.86%)
First Pacific Advisors 14,257,110 sh (+0.50%)
Steven Romick 11,070,960 sh (unchged)
Tweedy Browne Global Value 5,214,000 sh (unchged)
First Eagle Investment 10,200 sh (unchged)
Tom Gayner 342,000 sh (unchged)
Zeke Ashton 60,000 sh (unchged)
Frank Sands 10,800 sh (unchged)
Murray Stahl 53,100 sh (unchged)
Ronald Muhlenkamp 6,000 sh (unchged)
Diamond Hill Capital Sold Out
Jim Simons Sold Out
Jeff Auxier 74,298 sh (-0.17%)
John Buckingham 292,575 sh (-0.62%)
T Rowe Price Equity Income Fund 8,500,000 sh (-1.16%)
Mario Gabelli 46,600 sh (-2.10%)
NWQ Managers 429,713 sh (-2.11%)
Tweedy Browne 10,239,000 sh (-2.21%)
Barrow, Hanley, Mewhinney & Strauss 3,054,053 sh (-3.58%)
PRIMECAP Management 26,546,607 sh (-3.61%)
Dodge & Cox 60,047,653 sh (-5.42%)
Yacktman Fund 11,000,000 sh (-9.84%)
Yacktman Asset Management 19,701,909 sh (-12.46%)
David Dreman 67,294 sh (-12.57%)
Jeremy Grantham 8,439,623 sh (-13.36%)
Yacktman Focused Fund 5,500,000 sh (-14.06%)
Robert Olstein 281,000 sh (-18.79%)
Joel Greenblatt 1,048,252 sh (-29.15%)
Charles Brandes 131,161 sh (-36.54%)
Louis Moore Bacon 250,000 sh (-60.78%)
John Hussman 2,500 sh (-95.24%)
» More
Q1 2018

CSCO Guru Trades in Q1 2018

Paul Tudor Jones 144,788 sh (New)
Richard Snow 110,165 sh (+89.73%)
Mairs and Power 33,784 sh (+14.44%)
Julian Robertson 587,000 sh (+5.96%)
Ken Fisher 17,307,161 sh (+3.68%)
Tweedy Browne Global Value 5,214,000 sh (unchged)
Tom Gayner 342,000 sh (unchged)
Julian Robertson 130,000 sh (unchged)
Zeke Ashton 66,000 sh (unchged)
Frank Sands 10,800 sh (unchged)
NWQ Managers Sold Out
Louis Moore Bacon Sold Out
Steven Cohen Sold Out
First Eagle Investment Sold Out
John Buckingham 290,342 sh (-0.76%)
PRIMECAP Management 25,949,486 sh (-2.25%)
Murray Stahl 51,875 sh (-2.31%)
Joel Greenblatt 1,017,479 sh (-2.94%)
T Rowe Price Equity Income Fund 8,150,000 sh (-4.12%)
Richard Pzena 2,724,652 sh (-5.03%)
Tweedy Browne 9,723,092 sh (-5.04%)
David Dreman 63,115 sh (-6.21%)
Robert Olstein 256,000 sh (-8.90%)
Mario Gabelli 41,500 sh (-10.94%)
Jeremy Grantham 7,252,413 sh (-14.07%)
Dodge & Cox 50,300,958 sh (-16.23%)
Chuck Royce 171,500 sh (-19.48%)
John Hussman 1,900 sh (-24.00%)
Pioneer Investments 13,083,362 sh (-32.90%)
Yacktman Asset Management 13,094,914 sh (-33.53%)
Yacktman Fund 7,300,000 sh (-33.64%)
Yacktman Focused Fund 3,500,000 sh (-36.36%)
Barrow, Hanley, Mewhinney & Strauss 1,804,402 sh (-40.92%)
Jeff Auxier 43,078 sh (-42.02%)
First Pacific Advisors 7,563,441 sh (-46.95%)
Steven Romick 5,872,536 sh (-46.96%)
Charles Brandes 47,256 sh (-63.97%)
» More
Q2 2018

CSCO Guru Trades in Q2 2018

Ray Dalio 11,611 sh (New)
NWQ Managers 12,416 sh (New)
Caxton Associates 82,827 sh (New)
Steven Cohen 116,100 sh (New)
Jim Simons 13,200 sh (New)
John Hussman 36,900 sh (+1842.11%)
Joel Greenblatt 1,499,769 sh (+47.40%)
Mairs and Power 36,634 sh (+8.44%)
Ken Fisher 17,969,867 sh (+3.83%)
Murray Stahl 53,145 sh (+2.45%)
Richard Pzena 2,760,019 sh (+1.30%)
Chuck Royce 173,000 sh (+0.87%)
Tom Gayner 342,000 sh (unchged)
Richard Snow 110,165 sh (unchged)
Zeke Ashton 126,000 sh (unchged)
Frank Sands 10,800 sh (unchged)
PRIMECAP Management 25,844,211 sh (-0.41%)
T Rowe Price Equity Income Fund 8,110,000 sh (-0.49%)
Mario Gabelli 41,000 sh (-1.20%)
John Buckingham 285,840 sh (-1.55%)
Jeff Auxier 42,216 sh (-2.00%)
Charles Brandes 45,884 sh (-2.90%)
Tweedy Browne 8,982,762 sh (-7.61%)
Robert Olstein 228,000 sh (-10.94%)
Tweedy Browne Global Value 4,567,023 sh (-12.41%)
Jeremy Grantham 6,143,185 sh (-15.29%)
Paul Tudor Jones 119,841 sh (-17.23%)
Dodge & Cox 39,797,938 sh (-20.88%)
Pioneer Investments 9,886,118 sh (-24.44%)
First Pacific Advisors 4,987,295 sh (-34.06%)
Steven Romick 3,869,486 sh (-34.11%)
Yacktman Asset Management 6,978,898 sh (-46.71%)
Yacktman Focused Fund 1,700,000 sh (-51.43%)
Yacktman Fund 3,500,000 sh (-52.05%)
Barrow, Hanley, Mewhinney & Strauss 380,899 sh (-78.89%)
Julian Robertson 68,900 sh (-88.26%)
» More
» Details

Insider Trades

Latest Guru Trades with NAS:CSCO

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Dodge & Cox 2018-06-30 Reduce -20.88%0.36%$40.73 - $46.3 $ 45.574%39,797,938
Ken Fisher 2018-06-30 Add 3.83%0.04%$40.73 - $46.3 $ 45.574%17,969,867
Tweedy Browne 2018-06-30 Reduce -7.61%0.97%$40.73 - $46.3 $ 45.574%8,982,762
T Rowe Price Equity Income Fund 2018-06-30 Reduce -0.49%0.01%$40.73 - $46.3 $ 45.574%8,110,000
Yacktman Asset Management 2018-06-30 Reduce -46.71%2.7%$40.73 - $46.3 $ 45.574%6,978,898
Yacktman Fund 2018-06-30 Reduce -52.05%2.66%$40.73 - $46.3 $ 45.574%3,500,000
Richard Pzena 2018-06-30 Add 1.30%0.01%$40.73 - $46.3 $ 45.574%2,760,019
Yacktman Focused Fund 2018-06-30 Reduce -51.43%2.48%$40.73 - $46.3 $ 45.574%1,700,000
Joel Greenblatt 2018-06-30 Add 47.40%0.3%$40.73 - $46.3 $ 45.574%1,499,769
Barrow, Hanley, Mewhinney & Strauss 2018-06-30 Reduce -78.89%0.09%$40.73 - $46.3 $ 45.574%380,899
Robert Olstein 2018-06-30 Reduce -10.94%0.15%$40.73 - $46.3 $ 45.574%228,000
Julian Robertson 2018-06-30 Reduce -88.26%2.85%$40.73 - $46.3 $ 45.574%68,900
Charles Brandes 2018-06-30 Reduce -2.90%$40.73 - $46.3 $ 45.574%45,884
Mario Gabelli 2018-06-30 Reduce -1.20%$40.73 - $46.3 $ 45.574%41,000
NWQ Managers 2018-06-30 New Buy0.01%$40.73 - $46.3 $ 45.574%12,416
Dodge & Cox 2018-03-31 Reduce -16.23%0.29%$38.77 - $45.55 $ 45.577%50,300,958
Ken Fisher 2018-03-31 Add 3.68%0.04%$38.77 - $45.55 $ 45.577%17,307,161
Yacktman Asset Management 2018-03-31 Reduce -33.53%2.44%$38.77 - $45.55 $ 45.577%13,094,914
Tweedy Browne 2018-03-31 Reduce -5.04%0.54%$38.77 - $45.55 $ 45.577%9,723,092
T Rowe Price Equity Income Fund 2018-03-31 Reduce -4.12%0.06%$38.77 - $45.55 $ 45.577%8,150,000
Yacktman Fund 2018-03-31 Reduce -33.64%2.23%$38.77 - $45.55 $ 45.577%7,300,000
Yacktman Focused Fund 2018-03-31 Reduce -36.36%2.33%$38.77 - $45.55 $ 45.577%3,500,000
Richard Pzena 2018-03-31 Reduce -5.03%0.03%$38.77 - $45.55 $ 45.577%2,724,652
Barrow, Hanley, Mewhinney & Strauss 2018-03-31 Reduce -40.92%0.07%$38.77 - $45.55 $ 45.577%1,804,402
Joel Greenblatt 2018-03-31 Reduce -2.94%0.02%$38.77 - $45.55 $ 45.577%1,017,479
Julian Robertson 2018-03-31 Add 5.96%0.18%$38.77 - $45.55 $ 45.577%587,000
Robert Olstein 2018-03-31 Reduce -8.90%0.12%$38.77 - $45.55 $ 45.577%256,000
David Dreman 2018-03-31 Reduce -6.21%0.09%$38.77 - $45.55 $ 45.577%63,115
Charles Brandes 2018-03-31 Reduce -63.97%0.06%$38.77 - $45.55 $ 45.577%47,256
Mario Gabelli 2018-03-31 Reduce -10.94%$38.77 - $45.55 $ 45.577%41,500
First Eagle Investment 2018-03-31 Sold Out $38.77 - $45.55 $ 45.577%0
NWQ Managers 2018-03-31 Sold Out 0.24%$38.77 - $45.55 $ 45.577%0
Dodge & Cox 2017-12-31 Reduce -5.42%0.09%$33.26 - $38.74 $ 45.5728%60,047,653
Yacktman Asset Management 2017-12-31 Reduce -12.46%0.91%$33.26 - $38.74 $ 45.5728%19,701,909
Ken Fisher 2017-12-31 Add 1.86%0.02%$33.26 - $38.74 $ 45.5728%16,692,536
Yacktman Fund 2017-12-31 Reduce -9.84%0.64%$33.26 - $38.74 $ 45.5728%11,000,000
Tweedy Browne 2017-12-31 Reduce -2.21%0.21%$33.26 - $38.74 $ 45.5728%10,239,000
T Rowe Price Equity Income Fund 2017-12-31 Reduce -1.16%0.02%$33.26 - $38.74 $ 45.5728%8,500,000
Yacktman Focused Fund 2017-12-31 Reduce -14.06%0.94%$33.26 - $38.74 $ 45.5728%5,500,000
Barrow, Hanley, Mewhinney & Strauss 2017-12-31 Reduce -3.58%0.01%$33.26 - $38.74 $ 45.5728%3,054,053
Richard Pzena 2017-12-31 Add 13.98%0.07%$33.26 - $38.74 $ 45.5728%2,868,976
Joel Greenblatt 2017-12-31 Reduce -29.15%0.21%$33.26 - $38.74 $ 45.5728%1,048,252
Julian Robertson 2017-12-31 New Buy3.31%$33.26 - $38.74 $ 45.5728%554,000
NWQ Managers 2017-12-31 Reduce -2.11%$33.26 - $38.74 $ 45.5728%429,713
Robert Olstein 2017-12-31 Reduce -18.79%0.28%$33.26 - $38.74 $ 45.5728%281,000
Charles Brandes 2017-12-31 Reduce -36.54%0.05%$33.26 - $38.74 $ 45.5728%131,161
David Dreman 2017-12-31 Reduce -12.57%0.18%$33.26 - $38.74 $ 45.5728%67,294
Mario Gabelli 2017-12-31 Reduce -2.10%$33.26 - $38.74 $ 45.5728%46,600
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Business Description

Industry: Communication Equipment » Communication Equipment    NAICS: 334290    SIC: 3577
Compare:OHEL:NOKIA, NYSE:HPE, OSTO:ERIC B, SZSE:000063, NYSE:HRS, NYSE:MSI, HKSE:02018, NYSE:ZAYO, NYSE:JNPR, NAS:COMM, SHSE:600487, MIL:PRY, TSX:BB, NAS:UBNT, NAS:SATS, XPAR:ETL, NAS:ARRS, SZSE:300136, SHSE:600498, SHSE:603712 » details
Traded in other countries:CSCO.Argentina, CSCO.Austria, CIS.Belgium, CSCO34.Brazil, CSCO.Chile, CIS.Germany, 04333.Hongkong, CSCO.Mexico, CIS.Netherlands, CSCO.Peru, CSCO.Switzerland, 0R0K.UK,
Headquarter Location:USA
Cisco Systems Inc is a supplier of data networking equipment and software. Its products include routers, switches, access equipment, and security and network management software which allow data communication among dispersed computer networks.

Cisco Systems is the world's leading supplier of data networking equipment and software. Its products include routers, switches, access equipment, and security and network management software that allow data communication among dispersed computer networks. The firm has also entered newer markets, such as video conferencing, Web-based collaboration, data center servers, and cloud connectivity solutions.

Guru Investment Theses on Cisco Systems Inc

Yacktman Funds Comments on Cisco - Feb 19, 2018

Cisco (NASDAQ:CSCO) shares appreciated in the fourth quarter along with strength in the information technology sector. Cisco continues to migrate its business from larger one-time sales toward subscription services, which we believe makes the company significantly more stable, predictable and valuable. We feel the shares remain attractively priced and the company possesses a strong balance sheet.



From Yacktman Fund (Trades, Portfolio)s' fourth quarter 2017 shareholder letter.

Check out Donald Yacktman latest stock trades

Donald Yacktman Comments on Cisco Systems - Oct 26, 2017

Cisco Systems (NASDAQ:CSCO) shares appreciated in the quarter along with strength in the information technology sector. The company continues to migrate its business from larger one-time sales toward subscription services, which makes the company significantly more stable and predictable. Over time, we think the shares will be awarded a significantly higher valuation as others recognize the company’s transformation to increased recurring fees, something we have already seen in Microsoft and Oracle.



From Yacktman Fund (Trades, Portfolio)'s third-quarter 2017 shareholder commentary.

Check out Donald Yacktman latest stock trades

Yacktman Fund Comments on Cisco - Aug 15, 2017

Cisco (NASDAQ:CSCO) fell after reporting solid earnings results but providing weaker-than-expected earnings guidance for the coming quarter. Cisco is transforming its business, moving toward subscription services and away from larger one-time sales, and if successful, we think the shares will be awarded a significantly higher valuation, similar to what has occurred with Microsoft and Oracle more recently.



From Yacktman Fund (Trades, Portfolio)'s second quarter 2017 commentary.

Check out Yacktman Fund latest stock trades

Ratios

vs
industry
vs
history
PE Ratio 1133.75
CSCO's PE Ratio is ranked lower than
99.99% of the 365 Companies
in the Global Communication Equipment industry.

( Industry Median: 23.78 vs. CSCO: 1133.75 )
Ranked among companies with meaningful PE Ratio only.
CSCO' s PE Ratio Range Over the Past 10 Years
Min: 10.53  Med: 15.68 Max: 1216.25
Current: 1133.75
10.53
1216.25
Forward PE Ratio 15.27
CSCO's Forward PE Ratio is ranked higher than
56% of the 66 Companies
in the Global Communication Equipment industry.

( Industry Median: 18.35 vs. CSCO: 15.27 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 1133.75
CSCO's PE Ratio without NRI is ranked lower than
99.99% of the 368 Companies
in the Global Communication Equipment industry.

( Industry Median: 24.90 vs. CSCO: 1133.75 )
Ranked among companies with meaningful PE Ratio without NRI only.
CSCO' s PE Ratio without NRI Range Over the Past 10 Years
Min: 10.53  Med: 15.68 Max: 1216.25
Current: 1133.75
10.53
1216.25
Price-to-Owner-Earnings 19.10
CSCO's Price-to-Owner-Earnings is ranked higher than
59% of the 227 Companies
in the Global Communication Equipment industry.

( Industry Median: 22.70 vs. CSCO: 19.10 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
CSCO' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 8.11  Med: 13.45 Max: 26.68
Current: 19.1
8.11
26.68
PB Ratio 4.93
CSCO's PB Ratio is ranked lower than
77% of the 548 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.94 vs. CSCO: 4.93 )
Ranked among companies with meaningful PB Ratio only.
CSCO' s PB Ratio Range Over the Past 10 Years
Min: 1.62  Med: 2.42 Max: 5.84
Current: 4.93
1.62
5.84
PS Ratio 4.51
CSCO's PS Ratio is ranked lower than
81% of the 551 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.41 vs. CSCO: 4.51 )
Ranked among companies with meaningful PS Ratio only.
CSCO' s PS Ratio Range Over the Past 10 Years
Min: 1.84  Med: 2.95 Max: 5.64
Current: 4.51
1.84
5.64
Price-to-Free-Cash-Flow 17.32
CSCO's Price-to-Free-Cash-Flow is ranked higher than
57% of the 194 Companies
in the Global Communication Equipment industry.

( Industry Median: 20.39 vs. CSCO: 17.32 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
CSCO' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 7.57  Med: 12.32 Max: 21.7
Current: 17.32
7.57
21.7
Price-to-Operating-Cash-Flow 16.27
CSCO's Price-to-Operating-Cash-Flow is ranked lower than
55% of the 255 Companies
in the Global Communication Equipment industry.

( Industry Median: 13.86 vs. CSCO: 16.27 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
CSCO' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 6.81  Med: 11.09 Max: 19.45
Current: 16.27
6.81
19.45
EV-to-EBIT 12.95
CSCO's EV-to-EBIT is ranked higher than
64% of the 379 Companies
in the Global Communication Equipment industry.

( Industry Median: 19.71 vs. CSCO: 12.95 )
Ranked among companies with meaningful EV-to-EBIT only.
CSCO' s EV-to-EBIT Range Over the Past 10 Years
Min: 4.8  Med: 9.1 Max: 20.7
Current: 12.95
4.8
20.7
EV-to-EBITDA 11.21
CSCO's EV-to-EBITDA is ranked higher than
61% of the 416 Companies
in the Global Communication Equipment industry.

( Industry Median: 14.44 vs. CSCO: 11.21 )
Ranked among companies with meaningful EV-to-EBITDA only.
CSCO' s EV-to-EBITDA Range Over the Past 10 Years
Min: 4  Med: 7.6 Max: 17.8
Current: 11.21
4
17.8
EV-to-Revenue 3.67
CSCO's EV-to-Revenue is ranked lower than
76% of the 562 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.37 vs. CSCO: 3.67 )
Ranked among companies with meaningful EV-to-Revenue only.
CSCO' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.1  Med: 2.2 Max: 5.2
Current: 3.67
1.1
5.2
PEG Ratio 200.96
CSCO's PEG Ratio is ranked lower than
99.99% of the 152 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.68 vs. CSCO: 200.96 )
Ranked among companies with meaningful PEG Ratio only.
CSCO' s PEG Ratio Range Over the Past 10 Years
Min: 0.74  Med: 1.98 Max: 200.96
Current: 200.96
0.74
200.96
Shiller PE Ratio 29.37
CSCO's Shiller PE Ratio is ranked higher than
57% of the 140 Companies
in the Global Communication Equipment industry.

( Industry Median: 34.09 vs. CSCO: 29.37 )
Ranked among companies with meaningful Shiller PE Ratio only.
CSCO' s Shiller PE Ratio Range Over the Past 10 Years
Min: 13.76  Med: 19.66 Max: 55.1
Current: 29.37
13.76
55.1
Current Ratio 2.29
CSCO's Current Ratio is ranked higher than
62% of the 546 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.03 vs. CSCO: 2.29 )
Ranked among companies with meaningful Current Ratio only.
CSCO' s Current Ratio Range Over the Past 10 Years
Min: 1.57  Med: 2.63 Max: 5.92
Current: 2.29
1.57
5.92
Quick Ratio 2.22
CSCO's Quick Ratio is ranked higher than
70% of the 545 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.55 vs. CSCO: 2.22 )
Ranked among companies with meaningful Quick Ratio only.
CSCO' s Quick Ratio Range Over the Past 10 Years
Min: 1.35  Med: 2.46 Max: 5.64
Current: 2.22
1.35
5.64
Days Inventory 34.90
CSCO's Days Inventory is ranked higher than
83% of the 538 Companies
in the Global Communication Equipment industry.

( Industry Median: 76.06 vs. CSCO: 34.90 )
Ranked among companies with meaningful Days Inventory only.
CSCO' s Days Inventory Range Over the Past 10 Years
Min: 28.38  Med: 30.3 Max: 34.9
Current: 34.9
28.38
34.9
Days Sales Outstanding 41.10
CSCO's Days Sales Outstanding is ranked higher than
88% of the 510 Companies
in the Global Communication Equipment industry.

( Industry Median: 71.93 vs. CSCO: 41.10 )
Ranked among companies with meaningful Days Sales Outstanding only.
CSCO' s Days Sales Outstanding Range Over the Past 10 Years
Min: 32.11  Med: 39.81 Max: 44.93
Current: 41.1
32.11
44.93
Days Payable 37.12
CSCO's Days Payable is ranked lower than
88% of the 457 Companies
in the Global Communication Equipment industry.

( Industry Median: 65.77 vs. CSCO: 37.12 )
Ranked among companies with meaningful Days Payable only.
CSCO' s Days Payable Range Over the Past 10 Years
Min: 17.56  Med: 20.15 Max: 37.12
Current: 37.12
17.56
37.12

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 2.82
CSCO's Dividend Yield % is ranked higher than
74% of the 428 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.90 vs. CSCO: 2.82 )
Ranked among companies with meaningful Dividend Yield % only.
CSCO' s Dividend Yield % Range Over the Past 10 Years
Min: 0.34  Med: 2.81 Max: 3.67
Current: 2.82
0.34
3.67
Dividend Payout Ratio 62.00
CSCO's Dividend Payout Ratio is ranked lower than
66% of the 243 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.40 vs. CSCO: 62.00 )
Ranked among companies with meaningful Dividend Payout Ratio only.
CSCO' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.1  Med: 0.45 Max: 62
Current: 62
0.1
62
3-Year Dividend Growth Rate 15.70
CSCO's 3-Year Dividend Growth Rate is ranked higher than
70% of the 200 Companies
in the Global Communication Equipment industry.

( Industry Median: -4.70 vs. CSCO: 15.70 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
CSCO' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 81.7
Current: 15.7
0
81.7
Forward Dividend Yield % 2.88
CSCO's Forward Dividend Yield % is ranked higher than
68% of the 414 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.12 vs. CSCO: 2.88 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 5.65
CSCO's 5-Year Yield-on-Cost % is ranked higher than
96% of the 566 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.01 vs. CSCO: 5.65 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
CSCO' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.68  Med: 5.65 Max: 7.38
Current: 5.65
0.68
7.38
3-Year Average Share Buyback Ratio 2.60
CSCO's 3-Year Average Share Buyback Ratio is ranked higher than
85% of the 378 Companies
in the Global Communication Equipment industry.

( Industry Median: -3.00 vs. CSCO: 2.60 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
CSCO' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -9.5  Med: 1.4 Max: 4.7
Current: 2.6
-9.5
4.7

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 23.87
CSCO's Price-to-Tangible-Book is ranked lower than
93% of the 516 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.43 vs. CSCO: 23.87 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
CSCO' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 2.61  Med: 6.52 Max: 24.18
Current: 23.87
2.61
24.18
Price-to-Intrinsic-Value-Projected-FCF 1.47
CSCO's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
53% of the 296 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.57 vs. CSCO: 1.47 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
CSCO' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.56  Med: 1.44 Max: 9.6
Current: 1.47
0.56
9.6
Price-to-Intrinsic-Value-DCF (Earnings Based) 105.47
CSCO's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked lower than
99.99% of the 20 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.30 vs. CSCO: 105.47 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
CSCO' s Price-to-Intrinsic-Value-DCF (Earnings Based) Range Over the Past 10 Years
Min: 0.54  Med: 1.88 Max: 98.35
Current: 105.47
0.54
98.35
Price-to-Median-PS-Value 1.53
CSCO's Price-to-Median-PS-Value is ranked lower than
76% of the 484 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.08 vs. CSCO: 1.53 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
CSCO' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.63  Med: 1.73 Max: 8.73
Current: 1.53
0.63
8.73
Price-to-Peter-Lynch-Fair-Value 181.40
CSCO's Price-to-Peter-Lynch-Fair-Value is ranked lower than
99.99% of the 96 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.33 vs. CSCO: 181.40 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
CSCO' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.8  Med: 1.94 Max: 183.8
Current: 181.4
0.8
183.8
Price-to-Graham-Number 34.62
CSCO's Price-to-Graham-Number is ranked lower than
99.99% of the 315 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.73 vs. CSCO: 34.62 )
Ranked among companies with meaningful Price-to-Graham-Number only.
CSCO' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 1.12  Med: 2.87 Max: 49.27
Current: 34.62
1.12
49.27
Earnings Yield (Greenblatt) % 7.73
CSCO's Earnings Yield (Greenblatt) % is ranked higher than
76% of the 569 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.73 vs. CSCO: 7.73 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
CSCO' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 4.8  Med: 10.95 Max: 20.8
Current: 7.73
4.8
20.8
Forward Rate of Return (Yacktman) % 11.52
CSCO's Forward Rate of Return (Yacktman) % is ranked higher than
57% of the 261 Companies
in the Global Communication Equipment industry.

( Industry Median: 7.87 vs. CSCO: 11.52 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
CSCO' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 11.1  Med: 15 Max: 24.6
Current: 11.52
11.1
24.6

More Statistics

Revenue (TTM) (Mil) $49,329.00
EPS (TTM) $ 0.04
Beta1.17
Volatility18.54%
52-Week Range $33.44 - 49.47
Shares Outstanding (Mil)4,571.33

Analyst Estimate

Jul19 Jul20 Jul21
Revenue (Mil $) 51,669 53,620 57,773
EBIT (Mil $) 15,500 16,259 19,401
EBITDA (Mil $) 17,662 18,274 21,082
EPS ($) 2.88 3.13 3.45
EPS without NRI ($) 2.88 3.13 3.45
EPS Growth Rate
(Future 3Y To 5Y Estimate)
8.13%
Dividends per Share ($) 1.38 1.48 1.74

Piotroski F-Score Details

Piotroski F-Score: 55
Positive ROAY
Positive CFROAY
Higher ROA yoyN
CFROA > ROAY
Lower Leverage yoyY
Higher Current Ratio yoyN
Less Shares Outstanding yoyY
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

Personalized Checklist

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