Cisco vs Salesforce

Cisco Systems, Inc. and Salesforce Inc. are compared here to provide neutral context. This page examines business models, financial performance, and market positioning in accessible terms. It looks at how each company engages customers, structures its offerings, and pursues growth. Educational content, not financial advice.

Cisco Systems, Inc. and Salesforce Inc. are compared here to provide neutral context. This page examines business models, financial performance, and market positioning in accessible terms. It looks at...

Comparison Snapshot

Key Financial Metrics

CSCO

Metric

CRM

$318.62B

Market Cap

$197.53B

1.35%

Potential Profit

54.31%

Buy

Analyst Rating

Buy

Why It's Moving

Cisco Hits 52-Week High on Earnings Beat and AI Momentum

Q3 results topped estimates with $1.00 EPS on $14.88B revenue (up 7.5% YoY), beating forecasts by $0.02 and $110M, while FY2026 EPS guidance of $4.08-$4.14 points to sustained growth.
Launched Cisco 360 Partner Program on Jan 26 to accelerate AI-ready data centers and digital resilience, with new incentives boosting partner earnings through July 2026.
Bullish options activity spiked with call volume 1.5x expectations and low put/call ratio of 0.52 ahead of Feb 11 earnings, alongside a steady 2.1% dividend yield.
sentiment_tag

Sentiment:

🐃Bullish

Salesforce's AI Momentum Sparks Hopes for CRM Rebound Despite Recent Slump.

Agentforce generated $540M in recurring revenues in Q3 FY26, surging 330% year-over-year, with over 50% from existing clients highlighting strong cross-sell success.
AI tools drove $1.4B in combined recurring revenues, up 114%, underscoring Salesforce's edge in the booming enterprise AI ecosystem.
Wall Street consensus sets a $327 median price target with 'Moderate Buy' rating, backed by institutional accumulation and a confirmed price bottom near $225.

Sentiment:

🐃Bullish

Cisco Hits 52-Week High on Earnings Beat and AI Momentum

Q3 results topped estimates with $1.00 EPS on $14.88B revenue (up 7.5% YoY), beating forecasts by $0.02 and $110M, while FY2026 EPS guidance of $4.08-$4.14 points to sustained growth.
Launched Cisco 360 Partner Program on Jan 26 to accelerate AI-ready data centers and digital resilience, with new incentives boosting partner earnings through July 2026.
Bullish options activity spiked with call volume 1.5x expectations and low put/call ratio of 0.52 ahead of Feb 11 earnings, alongside a steady 2.1% dividend yield.
sentiment_tag

Sentiment:

🐃Bullish

Salesforce's AI Momentum Sparks Hopes for CRM Rebound Despite Recent Slump.

Agentforce generated $540M in recurring revenues in Q3 FY26, surging 330% year-over-year, with over 50% from existing clients highlighting strong cross-sell success.
AI tools drove $1.4B in combined recurring revenues, up 114%, underscoring Salesforce's edge in the booming enterprise AI ecosystem.
Wall Street consensus sets a $327 median price target with 'Moderate Buy' rating, backed by institutional accumulation and a confirmed price bottom near $225.

Sentiment:

🐃Bullish

Investment Analysis

Cisco

CSCO

Pros

Cisco reported a 5.3% revenue increase to $56.65 billion in 2025, evidencing steady top-line growth.
The company maintains a strong profitability profile with $10.18 billion earnings in 2025 and a robust return on equity of 22.78%.
Cisco offers a solid dividend yield of 2.3%, providing a reliable income stream to shareholders.

Considerations

Earnings decreased slightly by 1.36% in 2025 despite revenue growth, indicating some margin pressure or higher costs.
Recent insider selling and decreased insider ownership might signal management concerns about near-term performance.
Cisco faces intense competition in the technology sector, posing risks to market share and long-term profitability.

Salesforce

CRM

Pros

Salesforce operates a globally recognized customer relationship management platform that drives business digital transformation.
The company has a consistent, though moderate, return on equity averaging around 5.8% over recent years.
Salesforce benefits from strong market positioning in cloud-based software enabling recurring revenue and growth opportunities.

Considerations

Salesforce’s return on equity of approximately 5.8% is significantly lower than many tech peers, suggesting lower profitability efficiency.
The company’s market cap and financial metrics show slower growth relative to competitors with higher returns on equity.
Salesforce’s stock performance and technical indicators show recent weakness, reflecting investor concerns about valuation and growth sustainability.

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