CSCO vs FFIV
Cisco vs F5, Inc. — AI-powered side-by-side comparison
| Metric | CSCO | FFIV |
|---|
| AI Score |
71
|
68
|
| Price |
$112.94
|
$395.71
|
| P/E Ratio |
33.24×
|
31.75×
|
| ROE |
26.4%
|
19.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
82.2%
|
| Debt / Equity |
0.59×
|
0.07×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
34.1
|
44.5
|
| Beta |
1.007
|
1.033
|
| Expected Upside |
+16.7%
|
+7.3%
|
AI Committee View
Current Innellis committee reasoning for CSCO versus FFIV.
CSCO leads by 3 points.
CSCO scores 71/100 (Buy) versus FFIV at 68/100 (Buy).
CSCO Committee View
75% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
FFIV Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 32.4 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 19.9% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 32.4 is moderate-to-rich — Value
- Price-to-book of 5.2x prices in significant intangible value — Value