BradReese.Com Cisco vs. ZTE Price Quote Comparisons

Home About Repair Power Supplies Refurbished Blog Quick Links Site Map Contact Us

 
Brad Reese speaks out
Archive
  Help

Aironet

Power Supplies

VoIP Gateways

Cisco Repair

Refurbished Cisco

Cisco CPQRGs

New Cisco

New HP ProCurve

Cisco Tools

Competitive Lab Tests

Tech Forums

How-to Tutorials

CCIE Gossip

Blogroll

 
View archive of Brad Reese speaks out

Subscribe to Brad Reese speaks out

Will Huawei and ZTE terminate Cisco's robust gross margin?

Wall Street appears to be ignoring Cisco's most lethal competitors, Huawei and ZTE

Thu, 11/3/11 - 11:59pm    View comments

Cisco's gross margin trend

Cisco's gross margin trend
Source: RBC Capital Markets

As the above chart indicates, Cisco's gross margin trend has not been too inspiring lately and because Wall Street is preoccupied with HP being Cisco's top competitor, it appears to have totally ignored Cisco's most lethal competitors, Huawei and ZTE (at least in my opinion).

So let's take a look at a side-by-side comparison of these 3 awesome competitors:

Competitor: Cisco Huawei ZTE
Number of employees: 71,825 110,000 85,232
Employee reviews: 3.3 rating 2.8 rating 2.8 rating
U.S. job openings Cisco jobs Huawei USA ZTE USA
Ownership: Publicly owned Private Publicly owned
Stock price chart: NASDAQ Stock Market Not applicable Hong Kong Stock Exchange
Investment analyst forecasts: Consensus outperform the market Not applicable Consensus outperform the market
Financial statements: Annual report Annual report Annual report
Net revenue: USD $43.218 billion USD $28.4 billion USD $10.609 billion
Revenue growth: +7.94% +24.23% +16.58%
Net income: USD $6.490 billion USD $3.6 billion USD $490.74 million
Net income growth: -16.44% +30% +32.22%
Gross margin: 61.40% 41.85% 28.52%
Net profit margin: 15.02% 12.82% 4.32%
Operating margin: 17.76% 15.80% 6.57%
Return on assets: 7.72% 14.77% 3.83%
Return on equity: 14.19% 42.99% 14.30%
Return on investment: 9.88% Not applicable 10.64%
Dividend growth rate (5 year): 0% Not applicable +26.79%
Dividend payout ratio (TTM): 10.14% Not applicable 26.78%
EPS growth (5 years): +5.57% Not applicable +18.49%
EPS (TTM) vs. TTM 1 year ago: -12.42% Not applicable +19.83%
Cash flow per share: 1.61 Not applicable 1.61
Price/Cash flow per share: 10.67 Not applicable 14.23
Book value per share: 8.69 Not applicable 8.19
Tangible book value per share: 5.13 Not applicable 7.26
Current ratio: 3.27 1.60 1.24
Quick ratio: 3.18 1.29 1.00
Total debt/total equity: 0.3562 0.2106 1.32
Total debt/total capital: 0.2625 0.1740 0.5506



Cisco vs. ZTE Price Quote Comparisons

Call Reggie Grant 

Toll Free 877-549-2680 or 

International 828-277-7272

Related stories:

Compare the pricing and features of Cisco Catalyst 3750-E switches vs. ZTE ZXR10 5900E switches

ZTE passed Cisco to lead 3Q10-2Q11 Asia Pacific IP/Ethernet SPSR market

Huawei is one of the culprits behind Cisco's -22.4% decline in IP edge revenue share

Huawei replaced Cisco as the world's 5th most innovative

Does Huawei have the most potential to eat Cisco's lunch?
 


What's your take, will Huawei and ZTE terminate Cisco's robust gross margin?

Contact Brad Reese

Subscribe to Brad Reese speaks out

Brad's Favorite Story Picks

  1. Rifts between management and engineering appear to be depressing Cisco's stock price
  2. Cisco ASA 5520 DIMM slot issue appears to be a manufacturing defect
  3. Unconfirmed rumor: Cisco Enterprise SVP Manny Rivelo bolts for Dell Force10
  4. New hip hop rap video sensation: SonicWall's Scrutinizer NetFlow
  5. HP networking ROI calculator vs. the Cisco borderless networks ROI calculator
  6. $265 million bid lost because Cisco equipment considered obsolete
  7. U.S. Senate investigative report refutes the job creation claims made by Cisco CEO John Chambers
  8. Cisco's borderless networks SVP Brett Galloway has left Cisco
  9. Cohen joins Cisco alumni at network hypervisor vendor Nicira
  10. Cisco makes a great case for why Huawei should buy both HP's personal computer and networking businesses
  11. 20 editions of the Cisco Product Quick Reference Guide covering 14 years
  12. The recently fired Carol Bartz appears to have violated Cisco's lead independent director 1-year
  13. Why are 2 senior Kohlberg Kravis Roberts & Co advisors sitting on Cisco's Board of Directors?
  14. Cisco's FY14 router gross margin will drop below its product gross margin average
  15. Are vendors who compete against the Cisco Nexus data center product line up to the challenge?
  16. Hershey - Cadbury - David West - Robert Reese
  17. Cisco's FY11 global workforce reduction appears to have specifically targeted the United States
  18. Dilutive management compensation practices claimed 68% of stock buybacks during Cisco's Q4'FY11
  19. Huawei is one of the culprits behind Cisco's -22.4% decline in IP edge revenue share
  20. View archive of Brad Reese speaks out
 
blog comments powered by Disqus

2011 - 2012 Firewall Buyers Guide

Supplement Cisco SMARTnet Contracts

Next-Generation Firewalls for Dummies

Intrusion Prevention Systems for Dummies

Brad Reese music work ambience

 

©2011 BradReese.Com - Home - About - Repair - Power Supplies - Refurbished - Blog - Quick Links - Site Map - Contact Us