Fortinet Inc (FTNT)vsPayPay Corporation American Depository Shares (PAYP)
FTNT
Fortinet Inc
$136.08
-2.17%
TECHNOLOGY · Cap: $99.98B
PAYP
PayPay Corporation American Depository Shares
$14.03
-3.44%
TECHNOLOGY · Cap: $10.17B
Smart Verdict
WallStSmart Research — data-driven comparison
PayPay Corporation American Depository Shares generates 4996% more annual revenue ($401.59B vs $7.88B). PAYP leads profitability with a 30.6% profit margin vs 29.0%. FTNT appears more attractively valued with a PEG of 1.50. PAYP earns a higher WallStSmart Score of 78/100 (B+).
FTNT
Strong Buy75
out of 100
Grade: B+
PAYP
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.5%
Fair Value
$286.50
Current Price
$136.08
$150.42 discount
Intrinsic value data unavailable for PAYP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 137 in profit
Strong operational efficiency at 33.8%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Revenue surging 20.5% year-over-year
Earnings expanding 38.7% YoY
Keeps 31 of every $100 in revenue as profit
Earnings expanding 62.2% YoY
Every $100 of equity generates 30 in profit
Attractively priced relative to earnings
Strong operational efficiency at 27.4%
Revenue surging 27.0% year-over-year
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 44.5x book value
Expensive relative to growth rate
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
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 29.0% and operating margin at 33.8%. Revenue growth of 20.5% demonstrates continued momentum.
Bull Case : PAYP
The strongest argument for PAYP centers on Profit Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 30.6% and operating margin at 27.4%. Revenue growth of 27.0% demonstrates continued momentum.
Bear Case : FTNT
The primary concerns for FTNT are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 44.5x leaves little room for execution misses.
Bear Case : PAYP
The primary concerns for PAYP are PEG Ratio, Debt/Equity, Free Cash Flow. Debt-to-equity of 1.85 is elevated, increasing financial risk.
Key Dynamics to Monitor
PAYP is growing revenue faster at 27.0% — sustainability is the question.
FTNT generates stronger free cash flow (966M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAYP scores higher overall (78/100 vs 75/100), backed by strong 30.6% margins and 27.0% revenue growth. FTNT offers better value entry with a 52.5% 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.
PayPay Corporation American Depository Shares
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PayPay Corporation, a financial technology company, provides a digital finance platform with services that inlclude easy-to-use payments and other financial services in Japan. The company is headquartered in Shinjuku, Japan.
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