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Side-by-side financial comparison of Capital One (COF) and Cisco (CSCO). Click either name above to swap in a different company.

Cisco is the larger business by last-quarter revenue ($15.3B vs $11.7B, roughly 1.3× Capital One). Cisco runs the higher net margin — 20.7% vs 18.6%, a 2.1% gap on every dollar of revenue. On growth, Capital One posted the faster year-over-year revenue change (52.3% vs 9.7%). Over the past eight quarters, Capital One's revenue compounded faster (10.9% CAGR vs 9.9%).

Capital One Financial Corporation is an American bank holding company founded on July 21, 1994, and specializing in credit cards, auto loans, banking, and savings accounts, headquartered in Tysons, Virginia, with operations primarily in the United States. It is the sixth-largest bank in the United States by total assets as of June 30, 2025, the third-largest issuer of Visa and Mastercard credit cards, and one of the largest car finance companies in the United States.

Cisco Systems, Inc. is an American multinational digital communications technology conglomerate corporation headquartered in San Jose, California. Cisco develops, manufactures, and sells networking hardware, software, telecommunications equipment and other high-technology services and products.

COF vs CSCO — Head-to-Head

Bigger by revenue
CSCO
CSCO
1.3× larger
CSCO
$15.3B
$11.7B
COF
Growing faster (revenue YoY)
COF
COF
+42.6% gap
COF
52.3%
9.7%
CSCO
Higher net margin
CSCO
CSCO
2.1% more per $
CSCO
20.7%
18.6%
COF
Faster 2-yr revenue CAGR
COF
COF
Annualised
COF
10.9%
9.9%
CSCO

Income Statement — Q1 FY2026 vs Q2 FY2026

Metric
COF
COF
CSCO
CSCO
Revenue
$11.7B
$15.3B
Net Profit
$2.2B
$3.2B
Gross Margin
65.0%
Operating Margin
24.6%
Net Margin
18.6%
20.7%
Revenue YoY
52.3%
9.7%
Net Profit YoY
54.8%
30.8%
EPS (diluted)
$3.34
$0.80

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
COF
COF
CSCO
CSCO
Q1 26
$11.7B
$15.3B
Q4 25
$15.6B
$14.9B
Q3 25
$15.4B
$14.7B
Q2 25
$12.5B
$14.1B
Q1 25
$10.0B
$14.0B
Q4 24
$10.2B
$13.8B
Q3 24
$10.0B
$13.6B
Q2 24
$9.5B
$12.7B
Net Profit
COF
COF
CSCO
CSCO
Q1 26
$2.2B
$3.2B
Q4 25
$2.1B
$2.9B
Q3 25
$3.2B
$2.5B
Q2 25
$-4.3B
$2.5B
Q1 25
$1.4B
$2.4B
Q4 24
$1.1B
$2.7B
Q3 24
$1.8B
$2.2B
Q2 24
$597.0M
$1.9B
Gross Margin
COF
COF
CSCO
CSCO
Q1 26
65.0%
Q4 25
65.5%
Q3 25
63.2%
Q2 25
65.6%
Q1 25
65.1%
Q4 24
65.9%
Q3 24
64.4%
Q2 24
65.1%
Operating Margin
COF
COF
CSCO
CSCO
Q1 26
24.6%
Q4 25
85.8%
22.6%
Q3 25
28.5%
21.0%
Q2 25
-47.5%
22.6%
Q1 25
17.3%
22.3%
Q4 24
14.3%
17.0%
Q3 24
22.1%
19.2%
Q2 24
6.8%
17.2%
Net Margin
COF
COF
CSCO
CSCO
Q1 26
18.6%
20.7%
Q4 25
87.2%
19.2%
Q3 25
20.8%
17.4%
Q2 25
-34.2%
17.6%
Q1 25
14.0%
17.4%
Q4 24
10.8%
19.6%
Q3 24
17.7%
15.8%
Q2 24
6.3%
14.8%
EPS (diluted)
COF
COF
CSCO
CSCO
Q1 26
$3.34
$0.80
Q4 25
$4.33
$0.72
Q3 25
$4.83
$0.64
Q2 25
$-8.58
$0.62
Q1 25
$3.45
$0.61
Q4 24
$2.67
$0.68
Q3 24
$4.41
$0.54
Q2 24
$1.38
$0.46

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
COF
COF
CSCO
CSCO
Cash + ST InvestmentsLiquidity on hand
$15.8B
Total DebtLower is stronger
$24.6B
Stockholders' EquityBook value
$112.3B
$47.7B
Total Assets
$682.9B
$123.4B
Debt / EquityLower = less leverage
0.52×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
COF
COF
CSCO
CSCO
Q1 26
$15.8B
Q4 25
$15.7B
Q3 25
$16.1B
Q2 25
$15.6B
Q1 25
$16.9B
Q4 24
$18.7B
Q3 24
$17.9B
Q2 24
$18.8B
Total Debt
COF
COF
CSCO
CSCO
Q1 26
$24.6B
Q4 25
$49.9B
$24.6B
Q3 25
$50.9B
$24.6B
Q2 25
$51.9B
$25.1B
Q1 25
$41.2B
$20.1B
Q4 24
$45.0B
$20.1B
Q3 24
$48.8B
$20.1B
Q2 24
$47.2B
$20.1B
Stockholders' Equity
COF
COF
CSCO
CSCO
Q1 26
$112.3B
$47.7B
Q4 25
$113.6B
$46.9B
Q3 25
$113.8B
$46.8B
Q2 25
$111.0B
$45.9B
Q1 25
$63.5B
$45.5B
Q4 24
$60.8B
$45.3B
Q3 24
$62.9B
$45.5B
Q2 24
$58.0B
$45.8B
Total Assets
COF
COF
CSCO
CSCO
Q1 26
$682.9B
$123.4B
Q4 25
$669.0B
$121.1B
Q3 25
$661.9B
$122.3B
Q2 25
$659.0B
$119.8B
Q1 25
$493.6B
$121.4B
Q4 24
$490.1B
$123.3B
Q3 24
$486.4B
$124.4B
Q2 24
$480.0B
$123.0B
Debt / Equity
COF
COF
CSCO
CSCO
Q1 26
0.52×
Q4 25
0.44×
0.53×
Q3 25
0.45×
0.53×
Q2 25
0.47×
0.55×
Q1 25
0.65×
0.44×
Q4 24
0.74×
0.44×
Q3 24
0.78×
0.44×
Q2 24
0.81×
0.44×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
COF
COF
CSCO
CSCO
Operating Cash FlowLast quarter
$1.8B
Free Cash FlowOCF − Capex
$1.5B
FCF MarginFCF / Revenue
10.0%
Capex IntensityCapex / Revenue
1.8%
Cash ConversionOCF / Net Profit
0.57×
TTM Free Cash FlowTrailing 4 quarters
$12.2B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
COF
COF
CSCO
CSCO
Q1 26
$1.8B
Q4 25
$27.7B
$3.2B
Q3 25
$9.2B
$4.2B
Q2 25
$6.1B
$4.1B
Q1 25
$4.7B
$2.2B
Q4 24
$18.2B
$3.7B
Q3 24
$6.5B
$3.7B
Q2 24
$6.2B
$4.0B
Free Cash Flow
COF
COF
CSCO
CSCO
Q1 26
$1.5B
Q4 25
$26.1B
$2.9B
Q3 25
$8.8B
$4.0B
Q2 25
$5.7B
$3.8B
Q1 25
$4.3B
$2.0B
Q4 24
$17.0B
$3.4B
Q3 24
$6.1B
$3.5B
Q2 24
$6.0B
$3.8B
FCF Margin
COF
COF
CSCO
CSCO
Q1 26
10.0%
Q4 25
167.7%
19.4%
Q3 25
57.1%
27.4%
Q2 25
45.4%
26.8%
Q1 25
43.2%
14.5%
Q4 24
166.4%
24.9%
Q3 24
61.4%
25.9%
Q2 24
62.6%
29.9%
Capex Intensity
COF
COF
CSCO
CSCO
Q1 26
1.8%
Q4 25
10.1%
2.2%
Q3 25
2.5%
1.5%
Q2 25
3.2%
1.8%
Q1 25
3.5%
1.5%
Q4 24
11.8%
1.6%
Q3 24
3.1%
1.5%
Q2 24
3.0%
1.3%
Cash Conversion
COF
COF
CSCO
CSCO
Q1 26
0.57×
Q4 25
12.99×
1.12×
Q3 25
2.87×
1.66×
Q2 25
1.63×
Q1 25
3.32×
0.92×
Q4 24
16.57×
1.35×
Q3 24
3.63×
1.73×
Q2 24
10.46×
2.11×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

COF
COF

Segment breakdown not available.

CSCO
CSCO

Networking$8.3B54%
Services$3.7B24%
Security$2.0B13%
Collaboration$1.1B7%
Observability$277.0M2%

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