CSCO
Cisco Systems, Inc.
CSCO has lower modeled downside risk, despite its lower overall score.
SNDK
Sandisk Corporation
SNDK has the edge over CSCO overall, supported by stronger modeled upside and stronger fundamentals.
CSCO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Unavailable |
CSCO's revenue, profitability and cash flow are currently healthy. There isn't enough data to rate its balance sheet.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
CSCO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $58.68 | -42% |
| Fair | 19x | $71.46 | -30% |
| Forward | 20x | $102 | — |
| Current | 27x | $102 | — |
| Expensive | 28x | $104 | +2.2% |
Historical ranges are pointers, not guarantees.
CSCO's PE is 27x, but its earnings don't support one, so it isn't a reliable read right now.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK has the edge over CSCO in the historical PE scenario, which offers more potential upside but is not a forecast.
CSCO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for CSCO, with profitability holding steady.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
SNDK has the edge over CSCO on the outlook, with more favorable profitability expectations.
CSCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.14 | +37% |
| Q4 2026 | $3.75 | +45% |
CSCO's earnings per share have climbed steadily: $3.75 over the past year, up 45% from the year before, and higher year over year every quarter since late 2026.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over CSCO in the latest year-over-year earnings comparison.
CSCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q4 2026 | $18.5B | +24% |
| Q3 2026 | $17.3B | +18% |
| Q2 2026 | $15.8B | +12% |
| Q1 2026 | $15.3B | +9.7% |
CSCO's revenue has grown year over year every quarter since early 2026: $18.5B last quarter, up 24% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +3.7 points |
| Q2 2026 | 25% | +2.4 points |
| Q1 2026 | 25% | +2.4 points |
| Q4 2025 | 23% | N/A |
| Q3 2025 | 21% | N/A |
| Q2 2025 | 23% | N/A |
| Q1 2025 | 22% | N/A |
CSCO's operating margin was 25% last quarter, up 3.7 points from the same quarter a year ago.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK has the edge over CSCO on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over CSCO on profitability, with a higher operating margin.
CSCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5B | +24% |
| Q2 2026 | $3.3B | -12% |
| Q1 2026 | $1.5B | -24% |
SNDK has the edge over CSCO in the latest year-over-year cash flow comparison.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK has the edge over CSCO in the latest year-over-year cash flow comparison.
CSCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +5M shares |
| 1 year | -0.3% | -11M shares |
CSCO has the edge over SNDK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.5B |
| Q2 2026 | $1.3B |
| Q1 2026 | $1.4B |
| Q4 2025 | $2B |
| Q3 2025 | $1.3B |
| Q2 2025 | $1.5B |
| Q1 2025 | $1.2B |
CSCO spent $6.1B buying back its own shares over the past year.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has 154M diluted shares, up 3.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
CSCO Net Leverage
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has more cash than debt.
CSCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.8 | Neutral |
| Stochastic | 11.8 | Oversold |
CSCO's weekly RSI is 47 (neutral) and its Stochastic is 12 (oversold).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
CSCO PE vs Technology Sector
| Metric | CSCO | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 2.4% below |
| PE % | 81 | 35 | 46 pts above |
CSCO is trading at 27x earnings, in line with the Technology sector's median of 28x, though its earnings don't support one.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK has the edge over CSCO on valuation relative to its sector.
CSCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $106.4 | 4.2% below |
| 20 week MA | $110.6 | 7.8% below |
| 50 week MA | $98.0 | 4.1% above |
| 100 week MA | $81.5 | 25% above |
| 200 week MA | $66.1 | 54% above |
CSCO has stronger trend alignment. CSCO is above 3 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-week average.
CSCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $47.8 | $44.5 | -6.8% |
| 2021 | $44.5 | $62.3 | +40% |
| 2022 | $62.3 | $47.5 | -24% |
| 2023 | $47.5 | $50.5 | +6.4% |
| 2024 | $50.5 | $59.6 | +18% |
| 2025 | $59.6 | $78.2 | +31% |
| 2026 YTD | $78.2 | $102.0 | +31% |
CSCO has finished higher in four of the last six years. It's up 31% so far in 2026.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over CSCO on returns for 2026, with the stronger performance.