COMPARE · Data as of August 21, 2026
BDC vs CSCO
Verdict: Side-by-side breakdown using the Bull Rankings model. BDC scored 66.3, CSCO scored 60.7 — BDC leads.
Compare another set
BDC
Belden Inc
66.3
$122.46 · $4.8B
fundamentals as of
Score gap
5.6
BDC leads
CSCO
Cisco Systems, Inc.
60.7
$111.04 · $437.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestBDC19.9x
- Fastest growthBDC+9.4%
- Strongest balance sheetCSCO0.59
- Highest qualityCSCO77 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
BDC
stronger →← stronger
CSCO
64
Qualityreturns · margins · balance sheet
77
77
Growthrevenue & earnings expansion
72
59
Valuevaluation vs sector peers
40
BDC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BDC
CSCO
$212mC
FCF
$11.8bA-
+9.4%B
Rev
+9.2%B
0.97C
D/E
0.59C+
19.9xB+
P/E
33.3xB
1.05B+
PEG
1.02B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BDC
CSCO
25% above
Price vs fair valuelower is cheaper
128% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~27%/yr
-32%
1-yr DCF upside
-59%
-20%
5-yr DCF upside
-56%
+2%
10-yr DCF upside
-52%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BDC
No notable signals flagged.
CSCO
Why this score
- Durable high returns
The companies
BDCBelden Inc
Why now
Communication Equipment · market cap $4.8b. Down 23% from 52-week high of $159.99 — deep drawdown territory. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $156.50 (implying +28% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
CSCOCisco Systems, Inc.
Why now
Communication Equipment · market cap $437.7b. 15% off the 52-week high of $130.37. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $136.05 (implying +23% upside).
Moat
Net margin 20% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 99% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BDC and CSCO diverge
On the headline score the gap is 5.6 points in favor of BDC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueBDC 58.8 · CSCO 40.3BDC +18.5
- QualityBDC 64.4 · CSCO 77.1CSCO +12.7
- GrowthBDC 77.1 · CSCO 72.0BDC +5.1
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.