Cisco (CSCO)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
$109.20+0.54%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
QuarterlyIQ Insights · CSCO
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $109 CSCO trades at 26× p/e, below its 37× p/e peer median, but our blended $97 fair value sits below the price. We hold it with medium confidence: our number sits below the analyst range. Analysts target $116–$150. Note: our $97 fair value sits below the entire analyst range ($116–$150). Even valued only for durable growth at sustainable margins, it's worth about $119 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $132.00 | — | — | Analyst | high |
| dcf fcff | 12M | $33.08 | — | — | Hist. CAGR | high |
| graham number | 12M | $34.46 | — | — | TTM | high |
| Mgmt guidance | 12M | $149.97 | 37.2 | 4.03 | Mgmt | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$116.00 – $150.00 (median $132.00) · 19 analysts · as of 2026-08-31
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 56% over what the business is worth with no growth; closing that gap needs roughly 6.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $3.52/sh owner earnings.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $75.99 |
| 23.4 |
| 3.25 |
| TTM |
| high |
| Peer P/E | 12M | $149.97 | 37.2 | 4.03 | TTM | high |
| Peer P/S | 12M | $50.00 | 3.1 | 15.90 | TTM | high |
| PEG | 12M | $61.37 | 15.2 | 4.03 | TTM | high |
| residual income | 12M | $25.40 | — | — | TTM | high |
| Own P/E history | 12M | $108.23 | 26.9 | 4.03 | TTM | high |
| triangulated | 12M | $159.16 | 37.2 | 4.28 | Triangulated | high |
| Mgmt guidance | 3Y | $238.28 | 37.2 | 6.40 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $51.69 | 23.4 | 2.21 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $245.04 | 37.2 | 6.58 | Analyst | medium |
| Peer P/S | 3Y | $72.75 | 3.1 | 23.14 | guidance | medium |
| PEG | 3Y | $100.27 | 15.2 | 6.58 | Analyst | medium |
| Own P/E history | 3Y | $176.83 | 26.9 | 6.58 | Analyst | medium |
| Mgmt guidance | 5Y | $324.44 | 37.2 | 8.72 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $39.98 | 23.4 | 1.71 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $323.85 | 37.2 | 8.70 | Analyst | high |
| Peer P/S | 5Y | $96.15 | 3.1 | 30.58 | guidance | high |
| PEG | 5Y | $132.52 | 15.2 | 8.70 | Analyst | high |
| Own P/E history | 5Y | $233.71 | 26.9 | 8.70 | Analyst | high |