CSCO vs NTNX
Cisco vs Nutanix — AI-powered side-by-side comparison
| Metric | CSCO | NTNX |
|---|
| AI Score |
53
|
52
|
| Price |
$111.09
|
$66.45
|
| P/E Ratio |
32.81×
|
65.37×
|
| ROE |
26.4%
|
-27.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
87.1%
|
| Debt / Equity |
0.59×
|
-2.11×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
35.8
|
65.0
|
| Beta |
1.007
|
0.603
|
| Expected Upside |
+18.3%
|
+0.4%
|
AI Committee View
Current Innellis committee reasoning for CSCO versus NTNX.
CSCO leads by 1 points.
CSCO scores 53/100 (Watch) versus NTNX at 52/100 (Watch).
CSCO Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 1.00 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 25.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.2% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 37.4 is moderate-to-rich — Value
- Price-to-book of 5.7x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
NTNX Committee View
67% agreement
6 analysts
Supporting evidence favours the bullish case. The main limiting factor is p/e of 64.2 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 117775.0% YoY — Growth
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 64.2 is expensive by classic value standards — Value
- Price-to-book of 22.6x prices in significant intangible value — Value
- ROE of only -321.3% -- cheap may mean cheap for a reason — Value