Arima Communications vs Cisco Systems: Fair Value & Quality
Both stocks run through our valuation models. Here is how Arima Communications (8101) and Cisco Systems (CSCO) compare, as of Aug 11, 2026.
As of Aug 11, 2026, Fair Value Calculator sees Cisco Systems as the less overvalued of the two: Arima Communications trades at TWD 11.75 versus a fair value of TWD 2.96 (-75%), while Cisco Systems trades at $121 versus $56.19 (-54%).
Arima Communications
8101.TW · TWD · Information Technology
-75%
upside to fair value
overvalued
PriceTWD 11.75
Fair ValueTWD 2.96
Quality44/100
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).
Arima CommunicationsCisco Systems
Valuation
—P/E (TTM)40.4×
0.05×P/S (TTM)7.87×
0.08×P/B10.21×
—EV/EBITDA29.0×
—PEG1.68×
—Dividend yield1.4%
—Dividend per share$1.65
Profitability
-27%Net margin20%
-46%Operating margin25%
-48%Return on equity25%
-10%Return on assets7%
Growth
8%Revenue growth (YoY)12%
2.6%Avg. growth/yr (3Y)3.2%
-33.7%Avg. growth/yr (5Y)2.8%
Balance & size
—Debt / equity0.49×
$20MMarket cap$478B
weakGrowth qualityhealthy
Cisco Systems leads: 2 to 7 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.
Arima Communicationsof which business quality 42 · market factors 29Cisco Systemsof which business quality 70 · market factors 84
ProfitabilityMargins and returns on capital today
13
58
Quality GrowthAre margins and returns improving?
80
46
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
99
75
Low VolatilityCalm price path (market factor)
59
61
MomentumPrice trend over the last 3–12 months (market factor)
23
95
52W MomentumDistance to the 52-week high (market factor)
7
94
Net IssuanceBuybacks instead of dilution
50
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.
Arima Communications
Dividend DiscountTWD 21.33
Asset-BasedTWD 3.48
1 of 3 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.
Arima Communications
Bear TWD 2.21Fair Value TWD 2.96Bull TWD 4.42
TWD 11.75 = current price (white tick)
Cisco Systems
Bear $40.50Fair Value $56.19Bull $71.87
$121 = current price (white tick)
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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.
Arima Communications · Information Technology
Quality score44 · below median
Fair value upside-75% · bottom 25%
Cisco Systems · Information Technology
Quality score74 · Top 25%
Fair value upside-54% · below median
Bottom line
As of Aug 11, 2026, Fair Value Calculator sees Cisco Systems as the less overvalued of the two: Arima Communications trades at TWD 11.75 versus a fair value of TWD 2.96 (-75%), while Cisco Systems trades at $121 versus $56.19 (-54%).
Cisco Systems has the higher quality score (74/100).
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
