Communication Equipment
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EXTR vs CSCO
Revenue, margins, valuation, and 5-year total return — side by side.
Communication Equipment
EXTR vs CSCO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Communication Equipment | Communication Equipment |
| Market Cap | $3.18B | $373.43B |
| Revenue (TTM) | $1.25B | $59.05B |
| Net Income (TTM) | $16M | $11.08B |
| Gross Margin | 61.3% | 64.4% |
| Operating Margin | 3.2% | 23.0% |
| Forward P/E | 23.1x | 22.1x |
| Total Debt | $223M | $29.64B |
| Cash & Equiv. | $232M | $9.47B |
EXTR vs CSCO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Extreme Networks, I… (EXTR) | 100 | 713.3 | +613.3% |
| Cisco Systems, Inc. (CSCO) | 100 | 191.6 | +91.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EXTR vs CSCO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EXTR is the clearest fit if your priority is long-term compounding.
- 5.9% 10Y total return vs CSCO's 314.4%
- +69.2% vs CSCO's +61.7%
CSCO carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 15 yrs, beta 0.92, yield 1.7%
- Rev growth 5.3%, EPS growth 0.4%, 3Y rev CAGR 3.2%
- Lower volatility, beta 0.92, Low D/E 63.3%, current ratio 1.00x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.3% revenue growth vs EXTR's 2.0% | |
| Value | Lower P/E (22.1x vs 23.1x) | |
| Quality / Margins | 18.8% margin vs EXTR's 1.3% | |
| Stability / Safety | Beta 0.92 vs EXTR's 1.45, lower leverage | |
| Dividends | 1.7% yield; 15-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +69.2% vs CSCO's +61.7% | |
| Efficiency (ROA) | 9.0% ROA vs EXTR's 1.4%, ROIC 13.0% vs 14.4% |
EXTR vs CSCO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EXTR vs CSCO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
CSCO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CSCO is the larger business by revenue, generating $59.1B annually — 47.2x EXTR's $1.3B. CSCO is the more profitable business, keeping 18.8% of every revenue dollar as net income compared to EXTR's 1.3%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.3B | $59.1B |
| EBITDAEarnings before interest/tax | $61M | $16.1B |
| Net IncomeAfter-tax profit | $16M | $11.1B |
| Free Cash FlowCash after capex | $140M | $12.8B |
| Gross MarginGross profit ÷ Revenue | +61.3% | +64.4% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +23.0% |
| Net MarginNet income ÷ Revenue | +1.3% | +18.8% |
| FCF MarginFCF ÷ Revenue | +11.1% | +21.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.4% | +9.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.1% | +29.5% |
Valuation Metrics
Evenly matched — EXTR and CSCO each lead in 3 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, CSCO's 26.9x EV/EBITDA is more attractive than EXTR's 87.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.2B | $373.4B |
| Enterprise ValueMkt cap + debt − cash | $3.2B | $393.6B |
| Trailing P/EPrice ÷ TTM EPS | -420.39x | 36.98x |
| Forward P/EPrice ÷ next-FY EPS est. | 23.06x | 22.05x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 87.79x | 26.92x |
| Price / SalesMarket cap ÷ Revenue | 2.79x | 6.59x |
| Price / BookPrice ÷ Book value/share | 47.84x | 8.05x |
| Price / FCFMarket cap ÷ FCF | 25.00x | 28.10x |
Profitability & Efficiency
CSCO leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
CSCO delivers a 23.2% return on equity — every $100 of shareholder capital generates $23 in annual profit, vs $21 for EXTR. CSCO carries lower financial leverage with a 0.63x debt-to-equity ratio, signaling a more conservative balance sheet compared to EXTR's 3.41x. On the Piotroski fundamental quality scale (0–9), CSCO scores 8/9 vs EXTR's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +21.1% | +23.2% |
| ROA (TTM)Return on assets | +1.4% | +9.0% |
| ROICReturn on invested capital | +14.4% | +13.0% |
| ROCEReturn on capital employed | +3.1% | +13.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 |
| Debt / EquityFinancial leverage | 3.41x | 0.63x |
| Net DebtTotal debt minus cash | -$8M | $20.2B |
| Cash & Equiv.Liquid assets | $232M | $9.5B |
| Total DebtShort + long-term debt | $223M | $29.6B |
| Interest CoverageEBIT ÷ Interest expense | 3.10x | 9.64x |
Total Returns (Dividends Reinvested)
EXTR leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EXTR five years ago would be worth $21,653 today (with dividends reinvested), compared to $19,978 for CSCO. Over the past 12 months, EXTR leads with a +69.2% total return vs CSCO's +61.7%. The 3-year compound annual growth rate (CAGR) favors CSCO at 28.9% vs EXTR's 13.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +43.3% | +25.1% |
| 1-Year ReturnPast 12 months | +69.2% | +61.7% |
| 3-Year ReturnCumulative with dividends | +44.1% | +114.3% |
| 5-Year ReturnCumulative with dividends | +116.5% | +99.8% |
| 10-Year ReturnCumulative with dividends | +589.2% | +314.4% |
| CAGR (3Y)Annualised 3-year return | +13.0% | +28.9% |
Risk & Volatility
Evenly matched — EXTR and CSCO each lead in 1 of 2 comparable metrics.
Risk & Volatility
CSCO is the less volatile stock with a 0.92 beta — it tends to amplify market swings less than EXTR's 1.45 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.45x | 0.92x |
| 52-Week HighHighest price in past year | $23.77 | $94.72 |
| 52-Week LowLowest price in past year | $13.48 | $58.58 |
| % of 52W HighCurrent price vs 52-week peak | +99.7% | +99.6% |
| RSI (14)Momentum oscillator 0–100 | 78.9 | 72.1 |
| Avg Volume (50D)Average daily shares traded | 2.1M | 19.0M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates EXTR as "Hold" and CSCO as "Buy". Consensus price targets imply 11.8% upside for EXTR (target: $27) vs 2.3% for CSCO (target: $97). CSCO is the only dividend payer here at 1.71% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $26.50 | $96.50 |
| # AnalystsCovering analysts | 17 | 73 |
| Dividend YieldAnnual dividend ÷ price | — | +1.7% |
| Dividend StreakConsecutive years of raises | — | 15 |
| Dividend / ShareAnnual DPS | — | $1.61 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | +1.9% |
CSCO leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). EXTR leads in 1 (Total Returns). 2 tied.
EXTR vs CSCO: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is EXTR or CSCO a better buy right now?
For growth investors, Cisco Systems, Inc.
(CSCO) is the stronger pick with 5. 3% revenue growth year-over-year, versus 2. 0% for Extreme Networks, Inc. (EXTR). Cisco Systems, Inc. (CSCO) offers the better valuation at 37. 0x trailing P/E (22. 1x forward), making it the more compelling value choice. Analysts rate Cisco Systems, Inc. (CSCO) a "Buy" — based on 73 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — EXTR or CSCO?
On forward P/E, Cisco Systems, Inc.
is actually cheaper at 22. 1x.
03Which is the better long-term investment — EXTR or CSCO?
Over the past 5 years, Extreme Networks, Inc.
(EXTR) delivered a total return of +116. 5%, compared to +99. 8% for Cisco Systems, Inc. (CSCO). Over 10 years, the gap is even starker: EXTR returned +590. 3% versus CSCO's +299. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — EXTR or CSCO?
By beta (market sensitivity over 5 years), Cisco Systems, Inc.
(CSCO) is the lower-risk stock at 0. 92β versus Extreme Networks, Inc. 's 1. 45β — meaning EXTR is approximately 57% more volatile than CSCO relative to the S&P 500. On balance sheet safety, Cisco Systems, Inc. (CSCO) carries a lower debt/equity ratio of 63% versus 3% for Extreme Networks, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — EXTR or CSCO?
By revenue growth (latest reported year), Cisco Systems, Inc.
(CSCO) is pulling ahead at 5. 3% versus 2. 0% for Extreme Networks, Inc. (EXTR). On earnings-per-share growth, the picture is similar: Extreme Networks, Inc. grew EPS 91. 5% year-over-year, compared to 0. 4% for Cisco Systems, Inc.. Over a 3-year CAGR, CSCO leads at 3. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — EXTR or CSCO?
Cisco Systems, Inc.
(CSCO) is the more profitable company, earning 18. 0% net margin versus -0. 7% for Extreme Networks, Inc. — meaning it keeps 18. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CSCO leads at 20. 8% versus 1. 5% for EXTR. At the gross margin level — before operating expenses — CSCO leads at 64. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is EXTR or CSCO more undervalued right now?
On forward earnings alone, Cisco Systems, Inc.
(CSCO) trades at 22. 1x forward P/E versus 23. 1x for Extreme Networks, Inc. — 1. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EXTR: 11. 8% to $26. 50.
08Which pays a better dividend — EXTR or CSCO?
In this comparison, CSCO (1.
7% yield) pays a dividend. EXTR does not pay a meaningful dividend and should not be held primarily for income.
09Is EXTR or CSCO better for a retirement portfolio?
For long-horizon retirement investors, Cisco Systems, Inc.
(CSCO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 92), 1. 7% yield, +299. 4% 10Y return). Both have compounded well over 10 years (CSCO: +299. 4%, EXTR: +590. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between EXTR and CSCO?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
CSCO pays a dividend while EXTR does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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