Mulya.ai
Ticker
CSCO
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?7.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.829
Beta (levered) ?0.897
Terminal OM% ?28.8%
Segment conc. ?50% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

CSCO · Cisco Systems, Inc.

$79.022026-05-17
Sector: Technology; Industry: Communication Equipment; Sub-Industry: Communications Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$65
-18.3% vs market
Base · active
$58
-26.8% vs market
Bear
$56
-29.3% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $56
Base $58
Bull $65
Market $79
Median $98
Market Price $79
Mulya.ai Base $58
Analysts Median $98
Mulya.ai IV range ($56 · $65)
Analysts Range ($91 · $100)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q2$49.8B32.5%18.9%$13.1B−$8.0B$5.2B5.3%28.0%$46.9B$2.66
2023.Q2$51.6B3.5%34.2%19.9%$14.1B$492MM$14.6B7.4%30.4%$46.0B$2.96
2024.Q2$57.0B10.6%33.3%16.1%$15.9B−$4.9B$11.0B7.4%32.5%$51.9B$3.16
2025.Q2$53.8B-5.6%28.6%6.1%$14.4B−$27.6B−$13.2B8.5%21.8%$80.5B$2.59
2026.Q2$59.1B9.8%28.7%14.7%$14.5B−$4.7B$9.7B8.0%17.4%$86.3B$2.7818.6
italics below = DCF projection · 10yr Rev CAGR: 4.6%
2027.Q2$63.5B+7.5%26.2%15.2%$14.1B−$16.1B−$2.0B7.9%−$1.8B15.0%$102.3B$2.8028.2
2028.Q2$66.8B+5.2%27.0%15.8%$15.2B−$8.0B$7.1B8.0%$6.1B14.3%$110.4B$3.0226.2
2029.Q2$69.8B+4.5%27.0%16.3%$15.8B−$5.5B$10.3B8.0%$8.2B13.9%$115.9B$3.1325.2
2030.Q2$72.8B+4.3%27.0%16.8%$16.3B−$6.0B$10.4B8.1%$7.6B13.8%$121.9B$3.2524.3
2031.Q2$75.8B+4.2%27.0%17.3%$16.9B−$5.5B$11.4B8.2%$7.7B13.6%$127.4B$3.3623.5
Term. Yr+$96.7B4.1%28.8%20.0%$22.2B−$7.0B$15.3B8.6%$154.2B13.1%
Active scenario IV: $58 (-26.8% vs market)