analyst ryan youngstrand thursday october 12 2009
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Cisco Systems, Inc. (CSCO)

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Analyst: Ryan Youngstrand Thursday, October 12, 2009. Cisco Systems, Inc. (CSCO). CSCO currently (Yahoo). Stock Price $23.30 52-week range $13.61-24.83 Beta 1.21 – Reuters.com EPS (TTM) $0.98. What they do… (Yahoo). Sector: Technology Industry : Networking and Communication Devices

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csco currently yahoo
CSCO currently (Yahoo)
  • Stock Price
    • $23.30
  • 52-week range
    • $13.61-24.83
  • Beta
    • 1.21 – Reuters.com
  • EPS (TTM)
    • $0.98
what they do yahoo
What they do… (Yahoo)
  • Sector: Technology
  • Industry : Networking and Communication Devices
  • “…founded in 1984 and is headquartered in San Jose, California.”
  • “…designs, manufacturers, and sells Internet Protocol (IP)-based networking and other products to the communications and IT industry worldwide.”
  • “It serves enterprise businesses, public institutions, telecommunications companies, commercial businesses, and personal residences through systems integrators, service providers, resellers, distributors, and retail partners.”
  • “…has strategic alliances with Accenture Ltd; AT&T Inc.; Cap Gemini SA.; EMC Corporation; Fujitsu Limited; Intel Corporation; Italtel SpA; Johnson Controls Inc.; Microsoft Corporation; Nokia; Nokia Siemens Networks; Oracle Corporation; SAP AG; Sprint Nextel Corporation; Tata Consultancy Services Ltd.; VMware, Inc.; and Wipro Limited.”
swot analysis
Swot analysis
  • Strengths:
    • Diversified: Commercial, Residential, etc.
    • Worldwide
    • Service Margins Improved 400 Basis Points > Total Gross Margin 65.3%
    • High-Quality Products and Services
    • Scale Advantages
    • 70% of the $21B Switching Market > Largest Competitor, HP – 5%
    • Has a Virtual Duopoly
    • $35B Cash – $10B LT Debt
  • Weaknesses:
    • Generally Not a Need > Affected by the Economic Condition
      • Security Over Video Systems
    • General and Administrative Expenses Increased 110 Basis Points > Operating Margin 23.5% from 24.0%
swot analysis1
Swot analysis
  • Opportunities:
    • Continued Growth > Advanced Technologies
    • Service Providers Moving Towards Single IP > CSCO’s Specialty
  • Threats
    • May be Pursuing Growth Too Fast > 12-17% LT Growth Estimate
net income mil morningstar
Net income ($Mil) (Morningstar)
  • TTM > 6,134.0
  • 2009 > 6,134.0
  • 2008 > 8,052.0
  • 2007 > 7,333.0
  • 2006 > 5,580.0
  • 2005 > 5,741.0
  • 2004 > 4,401.0
  • 2003 > 3,578.0
  • 2002 > 1,893.0
  • 2001 > (1,014.0)
  • 2000 > 2,668.0
value or growth morningstar
Value or growth (Morningstar)
  • P/E
    • TTM > CSCO 22.8 IND 28.9
  • P/B
    • TTM > CSCO 3.5 IND 3.3
  • P/S
    • TTM > CSCO 3.9 IND 4.0
intrinsic value morningstar
Intrinsic value (Morningstar)
  • Current Price: $23.34
  • Fair Value Estimate: $26.00
  • Consider Buying: $18.20
  • Consider Selling: $36.40
  • 2 Yr. RSI (Yahoo!): 54.87
  • Morningstar: 3 Star Rating
  • Insider Ownership Increasing > # of Sales Around $22-23 Recently
  • FCFE – $2.57 (RF > 4%; MRP > 10% = DR > 13.5%)
csco now
CSCO now
  • In the process of incorporating four acquisitions started this quarter.
  • Enters new markets through acquisitions.
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