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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 closes
-100-500501001502002503003504004505005506006507007508008509009501000105011001150120012501300135014001450150015501600165017001750180018501900195020002050210021502200225023002350240024502500255026002650270027502800Jan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26LITE 1990CSCO 215MSI 165
● 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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
—

Dividends & buybacks

9 measures
MeasureCSCOMSILITE
Dividend yield 1.6%
100th
1.0%
95th
0.0%
0th
Dividend per share (TTM) $1.67
86th
$4.84
95th
$0.00
0th
Payout ratio (dividends / net income) 48.7%
100th
35.9%
92nd
—
Dividends / FCF 47.6%
100th
28.6%
94th
0.0%
0th
Dividend growth (YoY) 0.6%
60th
11.8%
80th
—
Buyback yield 1.6%
57th
1.3%
52nd
-1.1%
0th
Shareholder yield (dividends + buybacks) 3.1%
65th
2.3%
55th
-1.1%
0th
Share count change (YoY) -0.1%
35th
-0.9%
30th
3.6%
80th
Buybacks, last 5 years $35.7B
100th
$4.6B
95th
$609.1M
76th

Scores & forensic checks

15 measures
MeasureCSCOMSILITE
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

Per share

7 measures
MeasureCSCOMSILITE
EPS, diluted (TTM) $3.33
76th
$12.76
95th
−$92.96
0th
Book value per share $12.61
48th
$15.98
52nd
$62.25
95th
Tangible book per share −$4.24
10th
−$43.10
0th
$43.53
100th
Revenue per share $15.88
57th
$73.18
95th
$40.40
76th
FCF per share $3.41
62nd
$16.01
95th
$7.38
81st
Operating cash flow per share $3.56
62nd
$17.79
95th
$10.07
81st
Cash per share $3.99
52nd
$4.25
57th
$36.71
100th

Size (TTM)

8 measures
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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
MeasureCSCOMSILITE
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

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms