Cisco provides networking hardware, security software, observability, and collaboration tools for enterprises, service providers, and governments. Core products include switches, routers, wireless networking, firewalls, and Webex; its Splunk business adds machine-data analytics and security observability. Its revenue mixes product sales, software subscriptions, and support, increasingly emphasizing integrated network security and recurring services.
Cisco Systems Inc. (CSCO) has a MarketKingdoms composite score of 70.4 (B+), an B-range rating. It ranks 285th of 1,866 covered companies, 51st of 176 in Technology (sector average 67.1) and 5th of 11 in Communication Equipment. Scores as of 2026-10-26.
Its strongest lenses are Industry opportunity at 92 (Technology average 88) and Stock selection at 87 (Technology average 82). Its weakest lenses are Expansion (growth) at 38 (sector average 51) and Price (valuation) at 52 (sector average 50).
| Lens | Type | CSCO | Technology average | Communication Equipment average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 92 | 88 | 92 | 94th |
| Stock selection | Research signal | 87 | 82 | 85 | 88th |
| KPI momentum | Research signal | 86 | 84 | 87 | 54th |
| Catalyst watch | Research signal | 80 | 76 | 79 | 81st |
| Price (valuation) | Fundamental lens | 52 | 50 | 43 | 52nd |
| Expansion (growth) | Fundamental lens | 38 | 51 | 61 | 32nd |
| Quality (profitability) | Fundamental lens | 63 | 50 | 40 | 73rd |
| Trend (momentum) | Fundamental lens | 64 | 50 | 49 | 77th |
The most recent call analysed was held on 2026-08-12 (fiscal 2026 Q4). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is -6.2%: its price is below the path its market, sector and industry moves explain (undervalued versus the model path). Factor sensitivity: market beta 1.01, sector beta -1.01, industry beta 0.68; the factor model explains 42% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Lumentum Holdings Inc. (LITE) | 74.1 | B+ | -25.3% |
| Ciena Corp (CIEN) | 73.3 | B+ | -25.5% |
| Zebra Technologies Corporation (ZBRA) | 71.7 | B+ | -4.5% |
| Motorola Solutions Inc. (MSI) | 70.8 | B+ | -3.7% |
| Coherent Inc. (COHR) | 69.7 | B | -24.5% |
| Viavi Solutions Inc. (VIAV) | 68.8 | B | -5.7% |
| Harmonic Inc. (HLIT) | 67.0 | B | -1.6% |
| Extreme Networks Inc. (EXTR) | 66.3 | B | -0.9% |
Cisco Systems Inc. financial statements · Technology sector ranking · Communication Equipment industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.