Side by sideBroadcom (AVGO) and Cisco (CSCO)Memos of October 10, 2026
Broadcom vs Cisco stock: the numbers side by side (October 2026)
How do Broadcom and Cisco compare?
| Broadcom AVGO | Cisco CSCO | |
|---|---|---|
| Revenue growth | 23.9%Year to Nov 2025 | 11.8%Year to Jul 2026 |
| Operating margin | 39.9%Year to Nov 2025 | 24.3%Year to Jul 2026 |
| Free cash flow | 26,914US$ millions · Year to Nov 2025 | 12,767US$ millions · Year to Jul 2026 |
| Free cash flow yield | 1.6%Today (Oct 8, 2026) | 2.7%Today (Oct 9, 2026) |
| Net debt (− = net cash) | 48,958US$ millions · Year to Nov 2025 | 13,615US$ millions · Year to Jul 2026 |
| Dividend yield | 0.7%Today (Oct 8, 2026) | 1.4%Today (Oct 9, 2026) |
| P/E, last 12 months | 46.0xToday (Oct 8, 2026) | 35.3xToday (Oct 9, 2026) |
| P/E, next 12 months | 18.7xToday (Oct 8, 2026) | 23.1xToday (Oct 9, 2026) |
| Weighted price forecast, about 1 year | 554.13 (+55 %)October 2027 | 98.59 (-15 %)October 2027 |
| Weighted price forecast, about 3 years | 548.37 (+55 %)October 2029 | 105.81 (-6 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Broadcom | The higher figure |
| Operating margin | Broadcom | The higher figure |
| Free cash flow | Broadcom | The higher figure |
| Free cash flow yield | Cisco | The higher figure |
| Net debt (− = net cash) | Cisco | The lower figure |
| Dividend yield | Cisco | The higher figure |
| P/E, last 12 months | Cisco | The lower figure |
| P/E, next 12 months | Broadcom | The lower figure |
| Weighted price forecast, about 1 year | Broadcom | The higher weighted return |
| Weighted price forecast, about 3 years | Broadcom | The higher weighted return |
What does each company do?
Broadcom sells semiconductors and infrastructure software.
Broadcom (AVGO), from our memo of October 10, 2026 · Broadcom stock forecast
Cisco sells networking, security, collaboration and observability products—software that helps teams monitor systems and find problems—plus support and services.
Cisco (CSCO), from our memo of October 10, 2026 · Cisco stock forecast
More on Broadcom
More on Cisco
Side by side
NVIDIA vs BroadcomBroadcom vs AMDBroadcom vs IntelBroadcom vs TIBroadcom vs CrowdStrikeBroadcom vs IBM