Fortinet Inc (FTNT)vsGodaddy Inc (GDDY)
FTNT
Fortinet Inc
$174.08
-5.90%
TECHNOLOGY · Cap: $124.09B
GDDY
Godaddy Inc
$106.54
+0.31%
TECHNOLOGY · Cap: $13.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 47% more annual revenue ($7.53B vs $5.10B). FTNT leads profitability with a 28.2% profit margin vs 17.8%. GDDY appears more attractively valued with a PEG of 0.60. FTNT earns a higher WallStSmart Score of 73/100 (B).
FTNT
Strong Buy73
out of 100
Grade: B
GDDY
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.3%
Fair Value
$274.02
Current Price
$174.08
$99.94 discount
Margin of Safety
+6.2%
Fair Value
$96.73
Current Price
$106.54
$9.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 137 in profit
Strong operational efficiency at 33.6%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Revenue surging 25.6% year-over-year
Earnings expanding 43.9% YoY
Every $100 of equity generates 367 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 27.1%
Earnings expanding 29.8% YoY
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 82.5x book value
Trading at 2130.8x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : FTNT
The strongest argument for FTNT centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 28.2% and operating margin at 33.6%. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : GDDY
The strongest argument for GDDY centers on Return on Equity, PEG Ratio, P/E Ratio. Profitability is solid with margins at 17.8% and operating margin at 27.1%. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bear Case : FTNT
The primary concerns for FTNT are PEG Ratio, Altman Z-Score, P/E Ratio. A P/E of 59.8x leaves little room for execution misses.
Bear Case : GDDY
The primary concerns for GDDY are Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 573.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
FTNT profiles as a growth stock while GDDY is a mature play — different risk/reward profiles.
FTNT carries more volatility with a beta of 1.04 — expect wider price swings.
FTNT is growing revenue faster at 25.6% — sustainability is the question.
FTNT generates stronger free cash flow (966M), providing more financial flexibility.
Bottom Line
FTNT scores higher overall (73/100 vs 72/100), backed by strong 28.2% margins and 25.6% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fortinet Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Fortinet (Nasdaq: FTNT) is an American multinational corporation headquartered in Sunnyvale, California. It develops and sells cybersecurity solutions, including but not limited to physical products such as firewalls, plus software and services such as anti-virus protection, intrusion prevention systems and endpoint security components.
Godaddy Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
GoDaddy Inc. is dedicated to the design and development of cloud-based technology products in the United States and internationally. The company is headquartered in Scottsdale, Arizona.
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