Fortinet Inc (FTNT)vsOoma Inc (OOMA)
FTNT
Fortinet Inc
$153.22
+2.16%
TECHNOLOGY · Cap: $113.60B
OOMA
Ooma Inc
$21.88
-1.17%
TECHNOLOGY · Cap: $550.05M
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 2354% more annual revenue ($7.11B vs $289.72M). FTNT leads profitability with a 27.5% profit margin vs 3.2%. OOMA appears more attractively valued with a PEG of 1.82. FTNT earns a higher WallStSmart Score of 67/100 (B-).
FTNT
Strong Buy67
out of 100
Grade: B-
OOMA
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.0%
Fair Value
$262.87
Current Price
$153.22
$109.65 discount
Margin of Safety
+28.0%
Fair Value
$15.76
Current Price
$21.88
$6.12 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
Revenue surging 24.8% year-over-year
Areas to Watch
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 113.5x book value
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
3.2% margin — thin
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 : OOMA
The strongest argument for OOMA centers on Revenue Growth. Revenue growth of 24.8% demonstrates continued momentum.
Bear Case : FTNT
The primary concerns for FTNT are Altman Z-Score, PEG Ratio, P/E Ratio. A P/E of 61.3x leaves little room for execution misses.
Bear Case : OOMA
The primary concerns for OOMA are PEG Ratio, EPS Growth, Market Cap. A P/E of 60.7x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
OOMA carries more volatility with a beta of 1.20 — expect wider price swings.
OOMA is growing revenue faster at 24.8% — sustainability is the question.
FTNT generates stronger free cash flow (1.0B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FTNT scores higher overall (67/100 vs 48/100), backed by strong 27.5% margins and 20.1% revenue growth. OOMA offers better value entry with a 28.0% margin of safety. Both earn "Strong Buy" and "Hold" 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.
Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.
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