CSCO vs MSI vs LITE
161 measures in 16 categories, one definition each, computed from filings and market data.
CSCO71.7
Cisco Systems, Inc.
Technology · Communication Equipment
$107.39 −2.24%$423.4B mkt cap
Score DNA
MSI65.5
Motorola Solutions, Inc.
Technology · Communication Equipment
$463.10 +1.47%$76.6B mkt cap
Score DNA
LITE44.9
Lumentum Holdings Inc.
Technology · Communication Equipment
$824.13 −5.22%$74.7B mkt cap
Score DNA
Price, rebased to 100 three years ago
CSCO MSI LITE · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 1 | 1 | 3 |
| Last Congress purchase | 2026-09-25 | 2026-09-25 | 2026-05-22 |
| 13F net change in holders | +343 | −21 | +233 |
| ETFs adding shares, 30d | 2,068 | 1,300 | 1,525 |
| ETFs trimming, 30d | 1,677 | 1,103 | 1,041 |
| Net ETF funds, 30d | +391 | +197 | +484 |
Valuation
16 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| P/E (TTM) | 31.9x
25th
|
35.9x
42nd
|
— |
| PEG (P/E ÷ 3-yr EPS CAGR) | 12.31
100th
|
2.71
50th
|
— |
| Price / sales | 6.7x
71st
|
6.3x
67th
|
24.8x
100th
|
| Price / book | 8.4x
76th
|
28.7x
95th
|
16.1x
86th
|
| Price / tangible book | — | — | 18.8x
71st
|
| Price / free cash flow | 31.1x
62nd
|
28.6x
56th
|
135.6x
94th
|
| Price / operating cash flow | 29.9x
61st
|
25.8x
56th
|
99.4x
94th
|
| Enterprise value | $437.0B
100th
|
$85.5B
95th
|
$73.6B
90th
|
| EV / sales | 6.9x
67th
|
7.0x
71st
|
24.4x
100th
|
| EV / EBITDA | 21.8x
44th
|
22.5x
50th
|
— |
| EV / EBIT | 25.0x
22nd
|
26.6x
28th
|
— |
| EV / free cash flow | 32.1x
62nd
|
32.0x
56th
|
133.7x
94th
|
| Earnings yield | 3.1%
86th
|
2.8%
76th
|
-9.3%
5th
|
| FCF yield | 3.2%
52nd
|
3.5%
57th
|
0.7%
29th
|
| Operating cash flow yield | 3.3%
48th
|
3.9%
52nd
|
1.0%
19th
|
| Graham number (per share) | $30.73
58th
|
$67.74
75th
|
— |
Profitability (TTM)
12 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| Gross margin | 64.5%
100th
|
50.0%
71st
|
41.7%
43rd
|
| EBITDA margin | 31.6%
86th
|
31.1%
81st
|
-228.4%
0th
|
| Operating margin | 24.3%
90th
|
25.0%
95th
|
17.4%
86th
|
| EBIT margin | 27.6%
95th
|
26.3%
86th
|
-237.3%
0th
|
| Net margin | 21.0%
90th
|
17.4%
86th
|
-230.1%
0th
|
| NOPAT margin | 20.1%
90th
|
19.4%
86th
|
13.8%
81st
|
| FCF margin | 21.5%
81st
|
21.9%
86th
|
18.3%
76th
|
| Operating cash flow margin | 22.4%
76th
|
24.3%
81st
|
24.9%
86th
|
| R&D / revenue | 15.1%
62nd
|
8.3%
19th
|
11.8%
43rd
|
| SG&A / revenue | 22.6%
62nd
|
15.7%
14th
|
12.1%
5th
|
| Stock comp / revenue | 6.3%
70th
|
2.9%
40th
|
5.6%
65th
|
| Effective tax rate | 17.1%
22nd
|
22.7%
78th
|
21.0%
50th
|
Returns on capital
11 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| ROE (on average equity) | 27.3%
86th
|
92.0%
100th
|
-240.0%
0th
|
| ROA | 10.5%
86th
|
12.0%
95th
|
-120.3%
0th
|
| ROIC | 19.9%
76th
|
20.5%
81st
|
11.6%
62nd
|
| ROCE | 19.8%
86th
|
23.5%
95th
|
-148.1%
0th
|
| Return on tangible assets | 13.9%
90th
|
18.0%
95th
|
-124.1%
0th
|
| Cash ROIC (OCF / invested capital) | 22.2%
67th
|
25.7%
76th
|
21.0%
62nd
|
| Gross profitability (GP / assets) | 31.5%
43rd
|
31.8%
48th
|
17.2%
24th
|
| ROIC, 3-yr average | 18.4%
80th
|
18.5%
87th
|
— |
| ROIC, 5-yr average | 25.5%
78th
|
— | 56.1%
89th
|
| ROE, 5-yr average | 25.8%
100th
|
— | -42.9%
11th
|
| Incremental ROIC | 88.1%
90th
|
36.8%
70th
|
15.3%
55th
|
Growth
17 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| Revenue growth (TTM YoY) | 11.8%
35th
|
10.3%
30th
|
83.2%
95th
|
| Revenue growth (QoQ) | 8.9%
52nd
|
15.4%
71st
|
24.5%
81st
|
| Revenue CAGR, 3 yr | 3.6%
35th
|
8.2%
55th
|
19.5%
85th
|
| Revenue CAGR, 5 yr | 4.9%
25th
|
9.2%
50th
|
11.6%
70th
|
| Gross profit CAGR, 3 yr | 4.6%
35th
|
9.8%
50th
|
32.8%
90th
|
| Operating income CAGR, 3 yr | 0.7%
23rd
|
15.7%
77th
|
— |
| Net income growth (TTM YoY) | 30.3%
62nd
|
0.9%
25th
|
— |
| Net income CAGR, 3 yr | 1.7%
33rd
|
12.0%
56th
|
— |
| EPS growth (TTM YoY) | 30.5%
75th
|
1.8%
38th
|
— |
| EPS CAGR, 3 yr | 2.6%
33rd
|
13.2%
56th
|
— |
| EPS CAGR, 5 yr | 5.9%
33rd
|
13.9%
67th
|
— |
| FCF growth (TTM YoY) | 2.3%
36th
|
12.3%
57th
|
— |
| FCF CAGR, 3 yr | -10.6%
9th
|
21.4%
45th
|
120.6%
91st
|
| Operating cash flow CAGR, 3 yr | -10.7%
14th
|
19.4%
43rd
|
61.1%
79th
|
| Book value CAGR, 3 yr | 5.2%
42nd
|
101.5%
100th
|
46.4%
84th
|
| Dividend CAGR, 3 yr | 1.0% | 4.5% | — |
| Sustainable growth rate | 14.0%
33rd
|
59.0%
92nd
|
— |
Margin history & stability
7 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| Gross margin, 3-yr average | 64.7%
100th
|
50.6%
70th
|
30.0%
10th
|
| Operating margin, 3-yr average | 22.6%
90th
|
24.9%
95th
|
-9.1%
15th
|
| Net margin, 3-yr average | 19.4%
95th
|
16.9%
90th
|
-93.4%
5th
|
| FCF margin, 3-yr average | 21.3%
85th
|
21.7%
90th
|
1.1%
10th
|
| Revenue stability (0-1) | 0.75
65th
|
1.00
100th
|
0.26
20th
|
| Earnings stability (0-1) | 0.07
25th
|
0.88
100th
|
0.50
85th
|
| Margin stability (0-1) | 0.99
95th
|
0.97
85th
|
0.70
10th
|
Liquidity (latest quarter)
7 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| Cash & short-term investments | $15.9B
100th
|
$710.0M
76th
|
$2.7B
95th
|
| Net cash (− = net debt) | −$13.6B
0th
|
−$8.9B
5th
|
$1.1B
90th
|
| Working capital | −$2.9B
0th
|
$553.0M
57th
|
$1.7B
95th
|
| Current ratio | 0.93
10th
|
1.10
14th
|
1.68
33rd
|
| Quick ratio | 0.79
10th
|
0.86
19th
|
1.40
33rd
|
| Cash ratio (cash + ST investments / current liabilities) | 0.38
29th
|
0.13
5th
|
1.10
71st
|
| Defensive interval (days) | 383 days
29th
|
400 days
33rd
|
1,627 days
95th
|
Leverage & solvency (latest quarter)
13 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| Total debt | $29.5B
100th
|
$9.6B
95th
|
$1.7B
81st
|
| Debt / equity | 0.59
71st
|
3.60
100th
|
0.36
57th
|
| Net debt / equity | 0.27
76th
|
3.33
100th
|
−0.23
48th
|
| Debt / assets | 22.8%
71st
|
50.0%
100th
|
22.9%
76th
|
| Debt / capital | 37.0%
71st
|
78.3%
100th
|
26.5%
57th
|
| Debt / EBITDA | 1.48
50th
|
2.53
67th
|
— |
| Net debt / EBITDA | 0.68
67th
|
2.34
89th
|
— |
| Interest coverage (EBIT / interest) | 11.9x
60th
|
7.2x
47th
|
−328.0x
0th
|
| Cash interest coverage | 9.6x
62nd
|
6.7x
50th
|
34.5x
88th
|
| Debt payback (years of OCF) | 2.1 yrs
50th
|
3.2 yrs
78th
|
2.2 yrs
61st
|
| Liabilities / assets | 61.2%
81st
|
86.0%
95th
|
36.5%
38th
|
| IS credit model rating | AA- | A- | BBB+ |
| Implied credit spread (bps) | 100
33rd
|
175
57th
|
225
62nd
|
Efficiency
11 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| Asset turnover | 0.50
24th
|
0.69
48th
|
0.52
29th
|
| Fixed asset turnover | 22.94
90th
|
10.49
48th
|
2.54
10th
|
| Inventory turnover | 5.1
76th
|
5.6
81st
|
3.0
29th
|
| Receivables turnover | 8.9
76th
|
6.1
48th
|
7.8
62nd
|
| Days sales outstanding | 41 days
24th
|
60 days
52nd
|
47 days
38th
|
| Days inventory outstanding | 72 days
24th
|
65 days
19th
|
121 days
71st
|
| Days payables outstanding | 48 days
29th
|
66 days
67th
|
82 days
86th
|
| Cash conversion cycle (days) | 65 days
29th
|
59 days
19th
|
85 days
38th
|
| Capex / revenue | 0.9%
14th
|
2.4%
48th
|
6.7%
90th
|
| Capex / depreciation | 0.23
10th
|
0.50
43rd
|
0.75
52nd
|
| Operating expense ratio | 39.4%
57th
|
27.7%
33rd
|
20.6%
5th
|
Cash flow & earnings quality
7 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| Operating cash flow / net income | 1.07
25th
|
1.39
33rd
|
— |
| FCF / net income | 1.02
33rd
|
1.25
50th
|
— |
| FCF / operating cash flow | 95.9%
89th
|
90.0%
78th
|
73.3%
44th
|
| Capex / operating cash flow | 4.1%
11th
|
10.0%
22nd
|
26.7%
56th
|
| Accruals ratio | -0.7%
81st
|
-4.7%
67th
|
-133.4%
0th
|
| Sloan accruals ratio | -4.2%
43rd
|
-18.4%
5th
|
1.6%
57th
|
| Earnings quality score (0-1) | 1.00
75th
|
1.00
75th
|
— |
Scores & forensic checks
15 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| IS score | 72
86th
|
66
71st
|
45
43rd
|
| IS profitability | 82
95th
|
78
90th
|
30
38th
|
| IS growth | 68
50th
|
58
40th
|
52
25th
|
| IS value | 37
48th
|
41
71st
|
19
0th
|
| IS momentum | 86
70th
|
77
55th
|
50
20th
|
| IS risk (safety) | 100
57th
|
90
52nd
|
100
57th
|
| IS quality | 84
90th
|
64
52nd
|
46
29th
|
| IS balance sheet | 69
43rd
|
34
5th
|
0
0th
|
| IS earnings quality | 76
95th
|
69
71st
|
25
10th
|
| IS cash flow | 65
62nd
|
71
81st
|
51
48th
|
| Piotroski F-score (0-9) | 8
86th
|
7
71st
|
5
24th
|
| Altman Z-score | 4.4
57th
|
4.0
52nd
|
9.7
81st
|
| Beneish M-score | −2.38
65th
|
−2.62
30th
|
−6.51
0th
|
| Ohlson O-score | −8.57
19th
|
−6.34
95th
|
−6.40
90th
|
| IS credit score | 82
67th
|
66
43rd
|
64
38th
|
Size (TTM)
8 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| Market cap | $423.4B
100th
|
$76.6B
95th
|
$74.7B
90th
|
| Revenue | $63.3B
100th
|
$12.2B
95th
|
$3.0B
71st
|
| EBITDA | $20.0B
100th
|
$3.8B
95th
|
−$6.9B
0th
|
| Net income | $13.3B
100th
|
$2.1B
95th
|
−$6.9B
0th
|
| Free cash flow | $13.6B
100th
|
$2.7B
95th
|
$550.5M
71st
|
| Total assets | $129.6B
100th
|
$19.2B
95th
|
$7.3B
76th
|
| Shareholders' equity | $50.3B
100th
|
$2.7B
76th
|
$4.6B
95th
|
| Employees | 82,400
100th
|
23,000
95th
|
13,757
90th
|
Price performance
9 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| 1 day | −2.2% | +1.5% | −5.2% |
| 1 week | −9.3% | +4.3% | −25.3% |
| 1 month | −2.2% | +0.7% | −7.8% |
| 3 months | −2.6% | +12.8% | +7.7% |
| 6 months | +25.5% | +4.8% | −7.8% |
| Year to date | +43.1% | +21.5% | +113.4% |
| 1 year | +57.3% | +5.9% | +426.4% |
| 3 years, cumulative | +115.9% | +64.9% | +1,822.4% |
| 5 years, cumulative | +123.6% | +105.7% | +879.2% |
Technicals
4 measures| Measure | CSCO | MSI | LITE |
|---|---|---|---|
| RSI 14 | 41.6 | 57.9 | 37.4 |
| From 52-week high | −17.0% | −6.4% | −27.9% |
| From 52-week low | +59.5% | +28.9% | +440.3% |
| Beta | 0.98 | 0.89 | 1.54 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17