Computer Communications Equipment stocks: intrinsic value, ROIC & growth

10 U.S. computer communications equipment companies with at least three years of SEC filings, ranked by size. 1 of the 9 with a current price trade below their Graham intrinsic value. The median company earned a 8.1% average return on invested capital and grew revenue 8.7% a year.

Updated October 18, 2026

10companies
1below Graham value
8.1%median 10-yr ROIC
8.7%median revenue CAGR

Highest-ROIC computer communications equipment stocks

Ticker Company 10-yr ROIC Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
ANET Arista Networks 35.2% $176.98 $91.34 94% above $225.8B 35.2% 25.9%
FFIV F5, Inc. 25.1% $442.03 $249.42 77% above $25.9B 25.1% 5.0%
CSCO Cisco 19.7% $107.39 $28.07 283% above $429.3B 19.7% 1.6%
ATEN A10 Networks, Inc. 8.1% $24.46 $18.93 29% above $1.8B 8.1% 2.8%
DGII DIGI INTERNATIONAL INC 4.4% $69.90 $19.08 266% above $2.6B 4.4% 8.7%
NTGR NETGEAR, INC. 2.1% $22.05 — — $630.8M 2.1% -5.3%

All computer communications equipment stocks

Ticker Company Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
CSCO Cisco $107.39 $28.07 283% above $429.3B 19.7% 1.6%
ANET Arista Networks $176.98 $91.34 94% above $225.8B 35.2% 25.9%
FFIV F5, Inc. $442.03 $249.42 77% above $25.9B 25.1% 5.0%
EXTR EXTREME NETWORKS INC $21.73 $13.38 62% above $2.9B -10.1% 9.1%
DGII DIGI INTERNATIONAL INC $69.90 $19.08 266% above $2.6B 4.4% 8.7%
ATEN A10 Networks, Inc. $24.46 $18.93 29% above $1.8B 8.1% 2.8%
NTGR NETGEAR, INC. $22.05 — — $630.8M 2.1% -5.3%
LTRX LANTRONIX INC $5.61 $1.20 368% above $216.6M -8.7% 13.1%
FOXX Foxx Development Holdings Inc. $2.16 $0.33 555% above $13.3M 94.5% 74.6%
INTZ INTRUSION INC $0.63 $2.87 78% below $12.5M -409.1% 1.7%

Stock lists

Other sectors