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 ?8.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.004
Beta (levered) ?1.064
Terminal OM% ?24.3%
Segment conc. ?50% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 4 · 17.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

CSCO · Cisco Systems, Inc.

$113.772026-07-21
Sector: Technology; Industry: Communication Equipment; Sub-Industry: Communications Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$68
-40.6% vs market
Base · active
$66
-42.4% vs market
Bear
$45
-60.8% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $45
Base $66
Bull $68
Market $114
Median $130
Market Price $114
Mulya.ai Base $66
Analysts Median $130
Mulya.ai IV range ($45 · $68)
Analysts Range ($100 · $137)
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
2024.Q3$57.0B31.5%15.3%$15.2B−$30.2B−$15.0B8.3%18.9%$80.3B$3.16
2025.Q2$53.8B-5.6%27.0%6.1%$13.6B−$27.0B−$13.3B8.5%16.8%$82.2B$2.59
2025.Q3$53.8B0.0%27.0%6.7%$13.6B−$1.8B$11.8B8.9%16.5%$82.1B$2.59
2026.Q2$56.7B5.3%24.8%14.7%$12.0B−$3.9B$8.1B8.0%14.0%$88.3B$2.55
2026.Q3$60.7B7.2%27.9%15.0%$14.4B−$5.7B$8.7B8.6%16.2%$89.8B$3.0026.8
italics below = DCF projection · 10yr Rev CAGR: 5.4%
2027.Q3$67.7B+11.4%24.8%15.5%$14.2B−$2.7B$11.5B8.6%$10.5B15.5%$92.5B$2.9838.2
2028.Q3$72.6B+7.3%25.4%16.0%$15.5B−$2.5B$13.0B8.6%$11.0B16.6%$95.0B$3.2634.9
2029.Q3$76.4B+5.3%25.4%16.5%$16.2B−$2.9B$13.3B8.6%$10.4B16.8%$97.9B$3.4133.4
2030.Q3$79.9B+4.6%25.4%17.0%$16.9B−$1.5B$15.4B8.6%$11.1B17.1%$99.4B$3.5532.0
2031.Q3$83.4B+4.4%25.4%17.5%$17.5B−$1.6B$15.9B8.6%$10.5B17.5%$101.1B$3.6830.9
Term. Yr+$106.8B4.1%24.3%20.0%$20.7B−$4.8B$15.9B8.6%$154.7B17.6%
Active scenario IV: $66 (-42.4% vs market)