WallStSmart

Fortinet Inc (FTNT)vsBrera Holdings PLC (SLMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Fortinet Inc generates 167772% more annual revenue ($7.53B vs $4.48M). FTNT leads profitability with a 28.2% profit margin vs 0.0%. FTNT earns a higher WallStSmart Score of 71/100 (B).

FTNT

Strong Buy

71

out of 100

Grade: B

Growth: 8.7Profit: 9.5Value: 5.3Quality: 6.0
Piotroski: 5/9Altman Z: 1.50

SLMT

Avoid

34

out of 100

Grade: F

Growth: 8.0Profit: 2.5Value: 5.0Quality: 6.5
Piotroski: 2/9Altman Z: -4.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FTNTUndervalued (+43.8%)

Margin of Safety

+43.8%

Fair Value

$277.34

Current Price

$155.85

$121.49 discount

UndervaluedFair: $277.34Overvalued

Intrinsic value data unavailable for SLMT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FTNT6 strengths · Avg: 9.0/10
Return on EquityProfitability
136.7%10/10

Every $100 of equity generates 137 in profit

Operating MarginProfitability
33.6%10/10

Strong operational efficiency at 33.6%

Market CapQuality
$114.35B9/10

Large-cap with strong market position

Profit MarginProfitability
28.2%9/10

Keeps 28 of every $100 in revenue as profit

Revenue GrowthGrowth
25.6%8/10

Revenue surging 25.6% year-over-year

EPS GrowthGrowth
43.9%8/10

Earnings expanding 43.9% YoY

SLMT3 strengths · Avg: 10.0/10
Price/BookValuation
0.2x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
501.0%10/10

Revenue surging 501.0% year-over-year

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Areas to Watch

FTNT4 concerns · Avg: 3.0/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.504/10

Distress zone — elevated risk

P/E RatioValuation
56.5x2/10

Premium valuation, high expectations priced in

Price/BookValuation
73.9x2/10

Trading at 73.9x book value

SLMT4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$44.15M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : SLMT

The strongest argument for SLMT centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 501.0% demonstrates continued momentum.

Bear Case : FTNT

The primary concerns for FTNT are PEG Ratio, Altman Z-Score, P/E Ratio. A P/E of 56.5x leaves little room for execution misses.

Bear Case : SLMT

The primary concerns for SLMT are EPS Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

FTNT profiles as a growth stock while SLMT is a hypergrowth play — different risk/reward profiles.

SLMT carries more volatility with a beta of 2.26 — expect wider price swings.

SLMT is growing revenue faster at 501.0% — sustainability is the question.

FTNT generates stronger free cash flow (966M), providing more financial flexibility.

Bottom Line

FTNT scores higher overall (71/100 vs 34/100), backed by strong 28.2% margins and 25.6% revenue growth. Both earn "Strong Buy" and "Avoid" 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.

Brera Holdings PLC

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Brera Holdings PLC develops, manages, and operates football clubs. The company is headquartered in Dublin, Ireland.

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