COMP <GO>
EXTR vs CSCO // EV/EBITDA & P/E VALUATION
Extreme Networks Inc. (NASDAQ) VS. Cisco Systems Inc. (NASDAQ) • 15-METRIC TALLY: EXTR 2
— CSCO 9
▲ EV/EBITDA & P/E VALUATION LEADER: CSCO
LAST: $22.61 (-4.15%) • MKT CAP: $3.12B
valuation
80.4x
LAST: $104.51 (-3.76%) • MKT CAP: $428.13B
valuation
35.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EXTR VS. CSCO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EXTR | CSCO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 62.20% | 64.90% | -2.70 | CSCO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.60% | 15.10% | -6.50 | CSCO | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 80.4x | 35.3x | +45.10 | CSCO | /valuation <GO> |
| Free Cash Flow Yield | 4.08% | 3.10% | +0.98 | EXTR | /fcf-yield <GO> |
| Operating Margin | 1.50% | 20.80% | -19.30 | CSCO | /operating-margins <GO> |
| Net Profit Margin | -0.70% | 18.00% | -18.70 | CSCO | /net-margins <GO> |
| Revenue Growth (YoY) | 2.00% | 5.30% | -3.30 | CSCO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.50% | -1.50 | CSCO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.15 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | CSCO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.4 | 48.1 | +6.30 | EXTR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.26 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 39.2x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.12B | $428.13B | -$425.01B | CSCO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EXTR REV | CSCO REV | EXTR GROSS % | CSCO GROSS % | EXTR FCF | CSCO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.14B | $56.65B | 62.2% | 64.9% | $127.3M | $13.29B |
| FY 2024 | $1.12B | $53.80B | 56.5% | 64.7% | $37.4M | $10.21B |
| FY 2023 | $1.31B | $57.00B | — | — | $249.2M | $17.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EXTR // BETA —
CSCO // BETA 1.26