COMPARE · Data as of August 21, 2026
CSCO vs UI
Verdict: Side-by-side breakdown using the Bull Rankings model. CSCO scored 60.7, UI scored 65.3 — UI leads.
Compare another set
CSCO
Cisco Systems, Inc.
60.7
$111.04 · $437.7B
fundamentals as of
Score gap
4.6
UI leads
UI
Ubiquiti Inc.
65.3
$559.00 · $33.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCSCO33.3x
- Fastest growthUI+33.3%
- Strongest balance sheetUI0.06
- Highest qualityUI89 / 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)
CSCO
stronger →← stronger
UI
77
Qualityreturns · margins · balance sheet
89
72
Growthrevenue & earnings expansion
82
40
Valuevaluation vs sector peers
38
UI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CSCO
UI
$11.8bA-
FCF
$741mC+
+9.2%B
Rev
+33.3%A
0.59C+
D/E
0.06A-
33.3xB
P/E
35.2xB
1.02B+
PEG
1.10B+
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
CSCO
UI
128% above
Price vs fair valuelower is cheaper
211% above
~27%/yr
Growth the price implies10-yr FCF · lower = less priced in
~39%/yr
-59%
1-yr DCF upside
-72%
-56%
5-yr DCF upside
-68%
-52%
10-yr DCF upside
-62%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CSCO
Why this score
- Durable high returns
UI
Why this score
- Raising its dividend
- Durable high returns
The companies
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.
UIUbiquiti Inc.
Why now
Communication Equipment · market cap $33.8b. Down 49% from 52-week high of $1099.99 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory.
Moat
Net margin 30% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 78% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 49% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 10.9x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 CSCO and UI diverge
On the headline score the gap is 4.6 points in favor of UI. The widest single difference is Quality, where UI leads by 12.3 points.
- QualityCSCO 77.1 · UI 89.4UI +12.3
- GrowthCSCO 72.0 · UI 81.9UI +9.9
- ValueCSCO 40.3 · UI 38.1level
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.