Fortinet Inc (FTNT)vsTechTarget, Inc. Common Stock (TTGT)
FTNT
Fortinet Inc
$154.25
+0.67%
TECHNOLOGY · Cap: $113.60B
TTGT
TechTarget, Inc. Common Stock
$4.52
+1.12%
TECHNOLOGY · Cap: $268.95M
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 1354% more annual revenue ($7.11B vs $488.95M). FTNT leads profitability with a 27.5% profit margin vs -113.7%. TTGT appears more attractively valued with a PEG of 1.59. FTNT earns a higher WallStSmart Score of 67/100 (B-).
FTNT
Strong Buy67
out of 100
Grade: B-
TTGT
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.0%
Fair Value
$262.87
Current Price
$154.25
$108.62 discount
Intrinsic value data unavailable for TTGT.
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 114.3x book value
Expensive relative to growth rate
2.1% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
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 : TTGT
The strongest argument for TTGT centers on Price/Book, Debt/Equity.
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 : TTGT
The primary concerns for TTGT are PEG Ratio, Revenue Growth, Market Cap.
Key Dynamics to Monitor
FTNT profiles as a growth stock while TTGT is a turnaround play — different risk/reward profiles.
TTGT carries more volatility with a beta of 1.25 — 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
FTNT scores higher overall (67/100 vs 40/100), backed by strong 27.5% margins and 20.1% revenue growth. 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.
TechTarget, Inc. Common Stock
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
TechTarget, Inc. provides business impact sales and marketing services for business technology companies in North America and internationally. The company is headquartered in Newton, Massachusetts.
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