STOCK COMPARISON
APAC Opto Electronics vs Cisco Systems: Fair Value & Quality
Both stocks run through our valuation models. Here is how APAC Opto Electronics (4908) and Cisco Systems (CSCO) compare, as of Aug 10, 2026.
As of Aug 10, 2026, Fair Value Calculator sees Cisco Systems as the less overvalued of the two: APAC Opto Electronics trades at TWD 144 versus a fair value of TWD 32.33 (-77%), while Cisco Systems trades at $121 versus $56.19 (-54%).
APAC Opto Electronics
4908.TWO · TWD · Information Technology
-77%
upside to fair value
overvalued
PriceTWD 144
Fair ValueTWD 32.33
Quality72/100
Cisco Systems
CSCO · USD · Information Technology
-54%
upside to fair value
overvalued
Price$121
Fair Value$56.19
Quality74/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
APAC Opto ElectronicsCisco Systems
Valuation
73.1×P/E (TTM)40.4×
12.98×P/S (TTM)7.87×
6.52×P/B10.21×
54.3×EV/EBITDA29.0×
—PEG1.68×
0.7%Dividend yield1.4%
—Dividend per share$1.65
Profitability
18%Net margin20%
25%Operating margin25%
9%Return on equity25%
6%Return on assets7%
Growth
25%Revenue growth (YoY)12%
-2.7%Avg. growth/yr (3Y)3.2%
1.9%Avg. growth/yr (5Y)2.8%
Balance & size
—Debt / equity0.49×
$350MMarket cap$478B
weakGrowth qualityhealthy
Cisco Systems leads: 2 to 10 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
APAC Opto Electronicsof which business quality 70 · market factors 58
Cisco Systemsof which business quality 70 · market factors 84
ProfitabilityMargins and returns on capital today
47
58
Quality GrowthAre margins and returns improving?
34
46
CashflowEarnings quality: real cash, not paper profit
81
85
Fin. StrengthBalance sheet, leverage, solvency risk
82
64
InvestmentDisciplined investing over empire-building
95
75
Low VolatilityCalm price path (market factor)
32
61
MomentumPrice trend over the last 3–12 months (market factor)
72
95
52W MomentumDistance to the 52-week high (market factor)
65
94
Net IssuanceBuybacks instead of dilution
84
97
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
APAC Opto Electronics
DCF ModelsTWD 30.96
Earnings-BasedTWD 18.49
Dividend DiscountTWD 18.88
MultiplesTWD 33.92
Asset-BasedTWD 14.79
Growth DCFTWD 30.63
Economic ProfitTWD 20.67
Growth EarningsTWD 29.95
24 of 24 models see the stock below the current price.
Cisco Systems
DCF Models$56.75
Earnings-Based$25.45
Dividend Discount$31.20
Multiples$40.16
Asset-Based$7.96
Growth DCF$56.88
Economic Profit$28.50
Growth Earnings$40.89
26 of 26 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
APAC Opto Electronics
Bear TWD 22.77Fair Value TWD 32.33Bull TWD 43.35
TWD 144 = current price (white tick)
Cisco Systems
Bear $40.50Fair Value $56.19Bull $71.87
$121 = current price (white tick)
Compare two other stocks
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Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
APAC Opto Electronics · Information Technology
Quality score72 · Top 25%
Fair value upside-77% · bottom 25%
Cisco Systems · Information Technology
Quality score74 · Top 25%
Fair value upside-54% · below median
Bottom line
As of Aug 10, 2026, Fair Value Calculator sees Cisco Systems as the less overvalued of the two: APAC Opto Electronics trades at TWD 144 versus a fair value of TWD 32.33 (-77%), while Cisco Systems trades at $121 versus $56.19 (-54%).
Cisco Systems has the higher quality score (74/100).
See the full analysis →
More comparisons
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
