Side by sideCisco (CSCO) and Dell (DELL)Memos of October 10, 2026 and October 11, 2026
Cisco vs Dell stock: the numbers side by side (October 2026)
How do Cisco and Dell compare?
| Cisco CSCO | Dell DELL | |
|---|---|---|
| Revenue growth | 11.8%Year to Jul 2026 | 18.8%Jan 2026 |
| Operating margin | 24.3%Year to Jul 2026 | 7.2%Jan 2026 |
| Free cash flow | 12,767US$ millions · Year to Jul 2026 | 8,552US$ millions · Jan 2026 |
| Free cash flow yield | 2.7%Today (Oct 9, 2026) | 2.3%Today (Oct 11, 2026) |
| Dividend yield | 1.4%Today (Oct 9, 2026) | 0.4%Today (Oct 11, 2026) |
| P/E, last 12 months | 35.3xToday (Oct 9, 2026) | 34.0xToday (Oct 11, 2026) |
| P/E, next 12 months | 23.1xToday (Oct 9, 2026) | 22.6xToday (Oct 11, 2026) |
| Weighted price forecast, about 1 year | 98.59 (-15 %)October 2027 | 513.55 (-12 %)October 2027 |
| Weighted price forecast, about 3 years | 105.81 (-6 %)October 2029 | 470.75 (-18 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Dell | The higher figure |
| Operating margin | Cisco | The higher figure |
| Free cash flow | Cisco | The higher figure |
| Free cash flow yield | Cisco | The higher figure |
| Dividend yield | Cisco | The higher figure |
| P/E, last 12 months | Dell | The lower figure |
| P/E, next 12 months | Dell | The lower figure |
| Weighted price forecast, about 1 year | Dell | The higher weighted return |
| Weighted price forecast, about 3 years | Cisco | The higher weighted return |
What does each company do?
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
Dell sells AI and traditional servers, storage, networking, PCs, workstations, peripherals, and support to businesses, governments, institutions, and consumers.
Dell (DELL), from our memo of October 11, 2026 · Dell stock forecast
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