Company Analysis

Cisco Systems, Inc. (CSCO)

Nasdaq: CSCO · Computer Communications Equipment · San Jose, CA · filing with the SEC since 1995
Grade6.4
◀ Past 7.5● Present 6.1▶ Future 5.6

The grade of Cisco Systems, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.4/10
◀ Past7.530% of the headline
● Present6.140% of the headline
▶ Future5.630% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

7.5/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
8.0/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 80th percentile among 15 sector filers · read for itself

From the record

Cisco Systems, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.7/10

What has it actually done, year after year?

+3.1% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 67th percentile among 15 sector filers · read for its customers

From the record

Cisco Systems, Inc.'s 10 filed years say what it did: revenue went from $48 billion in fiscal 2017 to $63 billion in fiscal 2026, up 3.1% a year; it rose in 7 of 9 years; the deepest fall was 6% from fiscal 2023 to fiscal 2024; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span3.1%bottom 32% of its family
  • the share of years revenue rosetop 33% of its family
  • the share of filed years with a profittop 13% of its family
  • the deepest fall from a revenue peak5.6%top 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.5/10

How has it treated the people who own it?

Share count shrank 1.0% a year. 95% of cash flow returned. Insiders: 95 sales, 0 purchases.

weight 22% of this tense · 85th percentile among 9 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-07-25, Cisco Systems, Inc.'s diluted share count shrank about 1.0% a year, and dividends and buybacks returned about 95% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 95 sales (92 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 25% of its family
  • cash returned against operating cash flowtop 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.1/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.9/10

Is it financially healthy right now?

ROE 26%: 26¢ of profit per shareholder dollar. Leverage 61%: owes 61¢ per asset dollar.

weight 45% of this tense · 59th percentile among 15 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-07-25, Cisco Systems, Inc. earned about 26 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 32 cents per dollar of everything the company owns. Leverage: it owed about 61 cents per dollar of assets, and net share issuance: its share count shrank 0.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 30% of its family
  • return on equitytop 19% of its family
  • gross profit against assetstop 43% of its family
  • the share count against the year beforetop 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.9/10

How strong is its position in its industry?

top 21% of 15 in its family; net margin 21%.

weight 33% of this tense · 79th percentile among 15 sector filers · read for its customers

From the record

Cisco Systems, Inc.'s standing among 15 graded names in its industry family: revenue of $63 billion in fiscal 2026 ranks in the top 3% by size; a net margin of 21% ranks in the top 17%; revenue growth of 3.6% a year over the last 3 filed years ranks in the top 43% (its annual reports).

What it rests on

  • revenue against the family$63.33Btop 3% of its family
  • net margin21.0%top 17% of its family
  • three-year revenue growth3.6%top 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.8/10

What are the people in charge doing?

bottom 38% of 8 in its family for leadership; chief executive since 2015.

weight 22% of this tense · 38th percentile among 8 sector filers · read for its shareholders

From the record

Cisco Systems, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Robbins, Charles (Chair and CEO, as filed), filing under that title since 2015-09-11, 11.2 years (top 44% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 3.3 years (bottom 31%); 15 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (bottom 28%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge15 in three years among 19 peoplebottom 28% of its family
  • the median years the people in charge have filed3.3 yearsbottom 31% of its family
  • the chief executive's years on the record11.2 yearstop 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.6/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.3/10

How much room does it have to grow?

top 47% of 15 in its family for room to expand.

weight 45% of this tense · 53rd percentile among 15 sector filers · read for itself

From the record

Cisco Systems, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $7.2 billion against debt of $23 billion leaves -12.1% of its assets as net cash, bottom 23% of its family; cash from operations less capital spending is 20.2% of revenue (top 30%); a gross margin of 64.5% (top 30%); research spending of 15.1% of revenue (top 50%) (its annual report).

What it rests on

  • cash less debt against assets-12.1%bottom 23% of its family
  • cash from operations less capital spending against revenue20.2%top 30% of its family
  • gross margin64.5%top 30% of its family
  • research spending against revenue15.1%top 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
7.0/10

What could actually drive growth from here?

top 30% of 14 in its family for growth drivers.

weight 33% of this tense · 70th percentile among 14 sector filers · read for its customers

From the record

Cisco Systems, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 3.6% a year over the last three filed years against 3.1% over all 10, speeding up (top 18% of its family); the newest year grew 11.8% (top 43%); research spending grew 8.2% a year (top 25%); capital spending grew 18.5% a year (top 32%) (its annual reports). Cisco Systems, Inc. reported 5 product lines in fiscal 2026: Networking at $35 billion (55%), Service at $15 billion (24%), Security at $8.2 billion (13%), and 2 more; 4 of 5 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+0.5 points a yeartop 18% of its family
  • the newest year's revenue growth11.8%top 43% of its family
  • three-year growth of research spending8.2%top 25% of its family
  • three-year growth of capital spending18.5%top 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.9/10

Did its newest year beat what its own record pointed to?

bottom 39% of 15 in its family for expectations against reality.

weight 22% of this tense · 39th percentile among 15 sector filers · read for its shareholders

From the record

Cisco Systems, Inc.'s newest year against its own record: revenue of $63 billion in fiscal 2026 came in 12.1% above the $56 billion its prior three years' pace pointed to (top 43% of its family); net income of $13 billion against a prior three-year average of $11 billion (bottom 37%); a net margin of 21% against 19.8% before (bottom 23%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace12.1%top 43% of its family
  • net income against the prior three years' average+20%bottom 37% of its family
  • net margin against its prior average+1.2 pointsbottom 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton CSCO · research, not advice