Fortinet Inc (FTNT)vsGodaddy Inc (GDDY)
FTNT
Fortinet Inc
$149.67
+0.85%
TECHNOLOGY · Cap: $109.06B
GDDY
Godaddy Inc
$84.38
-0.54%
TECHNOLOGY · Cap: $10.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 42% more annual revenue ($7.11B vs $5.02B). FTNT leads profitability with a 27.5% profit margin vs 17.3%. GDDY appears more attractively valued with a PEG of 0.68. GDDY earns a higher WallStSmart Score of 68/100 (B-).
FTNT
Strong Buy67
out of 100
Grade: B-
GDDY
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.4%
Fair Value
$265.15
Current Price
$149.67
$115.48 discount
Margin of Safety
+2.4%
Fair Value
$92.97
Current Price
$84.38
$8.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 197 in profit
Strong operational efficiency at 31.3%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Revenue surging 20.1% year-over-year
Earnings expanding 28.6% YoY
Every $100 of equity generates 367 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 24.7%
Areas to Watch
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 110.9x book value
Trading at 47.1x 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 27.5% and operating margin at 31.3%. Revenue growth of 20.1% 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 17.3% and operating margin at 24.7%. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : FTNT
The primary concerns for FTNT are Altman Z-Score, PEG Ratio, P/E Ratio. A P/E of 57.7x 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 16.22 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 0.92 — expect wider price swings.
FTNT is growing revenue faster at 20.1% — sustainability is the question.
FTNT generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
GDDY scores higher overall (68/100 vs 67/100), backed by strong 17.3% margins. FTNT offers better value entry with a 45.4% margin of safety. 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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