CSCO vs WDAY
Cisco vs Workday Inc. — AI-powered side-by-side comparison
| Metric | CSCO | WDAY |
|---|
| AI Score |
53
|
60
|
| Price |
$111.10
|
$194.52
|
| P/E Ratio |
32.81×
|
61.85×
|
| ROE |
26.4%
|
8.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
75.8%
|
| Debt / Equity |
0.59×
|
0.57×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
35.8
|
65.8
|
| Beta |
1.007
|
1.054
|
| Expected Upside |
+18.3%
|
+25.4%
|
AI Committee View
Current Innellis committee reasoning for CSCO versus WDAY.
WDAY leads by 7 points.
WDAY scores 60/100 (Buy) versus CSCO at 53/100 (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
WDAY Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 77.0% yoy. Value Analyst remains cautious — p/e of 51.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 77.0% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 51.1 is expensive by classic value standards — Value
- Price-to-book of 5.8x prices in significant intangible value — Value
- Weekly RSI at 79 -- overbought on the larger timeframe too — Technical