SILC vs CSCO vs CALX Stock Comparison

Silicom, Cisco Systems and Calix Prices as of Oct 26, 2026 Peers: Industry group
SILC Silicom Ltd.
$40.10 -24.0% 1M +133.3% 1Y
Market cap
$239.69M
P/E
–
Revenue (TTM)
$75.43M
Div. yield
–
Networking Equipment Technology
2 wins
CSCO Cisco Systems, Inc.
$110.24 +3.3% 1M +56.1% 1Y
Market cap
$440.38B
P/E
33.2x
Revenue (TTM)
$63.33B
Div. yield
–
Networking Equipment Technology
6 wins
CALX Calix, Inc
$37.69 +13.7% 1M -38.5% 1Y
Market cap
$2.43B
P/E
47.5x
Revenue (TTM)
$1.11B
Div. yield
–
Networking Equipment Technology
1 win

Head to Head

9 decided of 12

Cisco Systems leads on 6 of the 12 questions below (Cisco Systems 6, Silicom 2, Calix 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSILCCSCOCALXLeader
Larger companyMarket capitalisation $239.69M $440.38B $2.43B CSCO
Cheaper on earningsLower P/E, profitable companies only -24.5x 33.2x 47.5x CSCO
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 23.3x 23.3x CSCO
Faster revenue growthRevenue growth, trailing twelve months +28.6% +11.8% +27.8% SILC
More profitableNet margin, trailing twelve months -13.0% 21.0% 4.6% CSCO
Better return on capitalReturn on invested capital — 15.9% — –
Less leveragedLower net debt / EBITDA — 0.8x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +133.3% +56.1% -38.5% SILC
Better 5-year returnAnnualised price return, 5 years -1.4%/yr +14.4%/yr -8.5%/yr CSCO
Less volatileAnnualised volatility, 1 year 90.3% 35.6% 41.6% CSCO
Higher overall scoreMean of the five percentile scores vs peers 36/100 53/100 76/100 CALX

Percentile Scorecard

SILCCSCOCALX

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSILCCSCOCALX
Valuation 42 #65 of 111 31 #77 of 111 59 #46 of 111
Growth 22 #85 of 108 40 #65 of 108 81 #21 of 108
Profitability 18 #86 of 104 87 #14 of 104 65 #37 of 104
Financial Health 65 #41 of 115 28 #83 of 115 75 #29 of 115
Shareholder Returns – 78 #19 of 81 98 #3 of 81
Overall 36 53 76
  • SILC ranked among 121 companies in Computer Hardware
  • CSCO ranked among 121 companies in Computer Hardware
  • CALX ranked among 121 companies in Computer Hardware

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSILCCSCOCALXSPY
1 month -24.0%+3.3%+13.7% -0.8%
3 months +1.8%-3.8%+2.2% +3.5%
6 months +38.8%+24.9%-11.6% +7.0%
Year to date +172.8%+43.1%-28.8% +12.2%
1 year +133.3%+56.1%-38.5% +13.0%
3 years +167.3%+113.8%+15.2% +86.3%
3 years, per year +38.8%+28.8%+4.8% +23.1%
5 years -6.6%+96.2%-35.9% +68.6%
5 years, per year -1.4%+14.4%-8.5% +11.0%
10 years -4.1%+260.9%+493.5% +258.0%
10 years, per year -0.4%+13.7%+19.5% +13.6%

Risk

MeasureSILCCSCOCALXSPY
Volatility, 1Y 90.3%35.6%41.6% 12.7%
Downside volatility, 1Y 79.5%37.3%44.0% 12.7%
Beta vs S&P 500, 1Y 3.001.110.88 1.00
Return / volatility, 1Y 1.481.58-0.92 1.02
Max drawdown, 5Y -77.3%-38.6%-65.3% -25.4%
From 52-week high -35.0%-15.2%-44.9% -1.8%
52-week high $61.65$130.00$68.42 $779.14
52-week low $13.50$71.04$33.15 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSILCCSCOCALX
P/E now vs peer median -23.4xmedian 32.0x 32.8xmedian 32.0x 46.8xmedian 32.0x
P/S now vs peer median 3.0xmedian 2.8x 6.9xmedian 2.8x 2.1xmedian 2.8x
EV/EBITDA now vs peer median —median 19.4x 25.1xmedian 19.4x 27.5xmedian 19.4x
P/FCF now vs peer median —median 29.0x 34.1xmedian 29.0x 27.8xmedian 29.0x
P/B now vs peer median 2.0xmedian 2.9x 8.7xmedian 2.9x 3.3xmedian 2.9x
PEG now vs peer median 0.62median 1.13 12.20median 1.13 6.61median 1.13

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSILCCSCOCALX
Revenue $75.43M $63.33B $1.11B
Gross profit $22.75M $40.86B $628.73M
Operating income -$10.69M $15.37B $61.25M
Net income -$9.79M $13.27B $51.19M
Free cash flow – $12.77B $85.42M
R&D $21.03M $9.56B $207.99M
EPS (diluted) $-1.72 $3.33 $0.78
Cash & equivalents $25.15M $7.22B $68.91M
Total debt – $29.53B –
Shares (diluted) 5.71M 3.99B 65.51M
Enterprise value $100.39M $376.31B $1.27B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSILCCSCOCALX
P/E -23.4x 32.8x 46.8x
P/FCF – 34.1x 27.8x
P/Operating cash flow – 30.7x 21.7x
P/S 3.0x 6.9x 2.1x
P/B 2.0x 8.7x 3.3x
P/Tangible book 2.1x 10.2x 3.3x
EV/EBITDA – 25.1x 27.5x
EV/EBIT -18.5x 29.2x 35.6x
EV/Revenue 2.6x 7.1x 2.0x
EV/FCF – 35.1x 25.5x
EV/Operating cash flow – 31.6x 19.9x
PEG (3Y EPS CAGR) 0.62 12.20 6.61

Growth

14 metrics
MetricSILCCSCOCALX
Revenue growth (1Y) 28.6% 11.8% 27.8%
Revenue CAGR (3Y) -22.1% 3.6% 3.9%
Gross profit growth (1Y) 31.6% 11.1% 30.3%
Gross profit CAGR (3Y) -24.5% 4.6% 7.4%
Operating income growth (1Y) 18.2% 30.7% 273.3%
Operating income CAGR (3Y) -35.7% 0.7% 3.8%
Net income growth (1Y) 34.3% 30.3% 290.5%
Net income CAGR (3Y) -36.0% 1.7% 4.9%
EPS growth (1Y) 30.7% 30.7% 287.6%
EPS CAGR (3Y) -37.8% 2.7% 7.1%
Operating cash flow growth (1Y) – -0.1% 24.5%
Operating cash flow CAGR (3Y) – -10.7% 41.8%
Free cash flow growth (1Y) – -3.9% 19.4%
Free cash flow CAGR (3Y) – -12.5% 62.0%

Profitability

14 metrics
MetricSILCCSCOCALX
Gross margin 30.2% 64.5% 56.6%
EBITDA margin – 28.3% 7.1%
Operating margin -14.2% 24.3% 5.5%
Pretax margin -12.3% 25.3% 6.5%
Net margin -13.0% 21.0% 4.6%
FCF margin – 20.2% 7.7%
Operating cash flow margin – 22.4% 9.9%
Return on equity -8.5% 26.8% 7.1%
Return on assets -6.1% 10.4% 5.4%
Return on invested capital – 15.9% –
Return on capital employed -8.9% 17.9% 8.2%
Asset turnover 0.5x 0.5x 1.2x
Cash conversion (OCF / net income) – 1.1x 2.1x
Stock comp / revenue – 6.0% 7.2%

Financial Health

11 metrics
MetricSILCCSCOCALX
Debt / assets – 22.8% –
Debt / equity – 0.6x –
Net debt / EBITDA – 0.8x –
Debt / FCF – 2.3x –
Liabilities / assets 29.5% 61.2% 25.6%
Equity / assets 70.5% 38.8% 74.4%
Interest coverage – 10.5x –
Current ratio 3.1x 0.9x 2.8x
Quick ratio 1.3x 0.6x 1.6x
Cash ratio 0.8x 0.4x 0.9x
Altman Z-score 4.50 4.16 7.18

Shareholder Returns

7 metrics
MetricSILCCSCOCALX
Dividend yield – 1.5% –
Net buyback yield – 1.3% 8.1%
Shareholder yield 0.0% 2.8% 8.1%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSILCCSCOCALX
Forward P/E – 23.3xFY2027 23.3xFY2026
EPS, next fiscal year $-0.43FY2026 $4.74FY2027 $1.62FY2026
EPS growth, next FY – +9.5%FY2027 +20.9%FY2026
EPS growth, the year after – +20.7% +48.1%
Revenue, next fiscal year $91.18MFY2026 $74.93BFY2027 $1.11BFY2026
Revenue growth, next FY +47.2%FY2026 +18.3%FY2027 +11.0%FY2026
Revenue growth, the year after +29.1% +0.6% +18.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSILCCSCOCALX
Held by institutions 43.1% 80.1% 94.5%
Institutions holding 51 4,044 288
Change in shares held, QoQ +42.4% +5.0% +0.5%
Institutions buying 32 1,846 148
Institutions selling 12 1,816 111
Buyers to sellers 2.67 1.02 1.33

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SILCCSCOCALX
SILC 1.00 0.36 0.13
CSCO 0.36 1.00 0.22
CALX 0.13 0.22 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, SILC, CSCO and CALX?

Cisco Systems (CSCO) is the largest by market capitalisation: Silicom (SILC) $239.69M, Cisco Systems (CSCO) $440.38B, Calix (CALX) $2.43B.

Which stock is cheaper, SILC, CSCO and CALX?

Cisco Systems (CSCO) trades on the lowest price-to-earnings ratio (Silicom (SILC) -24.5x, Cisco Systems (CSCO) 33.2x, Calix (CALX) 47.5x). On next year's consensus earnings, Cisco Systems (CSCO) is cheapest (Cisco Systems (CSCO) 23.3x, Calix (CALX) 23.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Silicom (SILC) grew revenue fastest over the trailing twelve months: Silicom (SILC) +28.6%, Cisco Systems (CSCO) +11.8%, Calix (CALX) +27.8%.

Which company is more profitable?

Cisco Systems (CSCO) has the highest net margin (Silicom (SILC) -13.0%, Cisco Systems (CSCO) 21.0%, Calix (CALX) 4.6%).

Which stock has performed better?

Over the past year Silicom (SILC) returned the most: Silicom (SILC) +133.3%, Cisco Systems (CSCO) +56.1%, Calix (CALX) -38.5%. Over five years, Cisco Systems (CSCO) compounded fastest (Silicom (SILC) -1.4%/yr, Cisco Systems (CSCO) +14.4%/yr, Calix (CALX) -8.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Cisco Systems (CSCO) has been the steadiest (Silicom (SILC) 90.3%, Cisco Systems (CSCO) 35.6%, Calix (CALX) 41.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SILC, CSCO and CALX?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Cisco Systems (CSCO) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.