Fortinet Inc (FTNT)vsVeriSign Inc (VRSN)
FTNT
Fortinet Inc
$149.67
+0.85%
TECHNOLOGY · Cap: $109.06B
VRSN
VeriSign Inc
$294.92
+0.38%
TECHNOLOGY · Cap: $25.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 322% more annual revenue ($7.11B vs $1.68B). VRSN leads profitability with a 50.0% profit margin vs 27.5%. FTNT appears more attractively valued with a PEG of 3.32. FTNT earns a higher WallStSmart Score of 67/100 (B-).
FTNT
Strong Buy67
out of 100
Grade: B-
VRSN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.4%
Fair Value
$265.15
Current Price
$149.67
$115.48 discount
Intrinsic value data unavailable for VRSN.
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
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 68.4%
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 110.9x book value
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
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 27.5% and operating margin at 31.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bull Case : VRSN
The strongest argument for VRSN centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 50.0% and operating margin at 68.4%.
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 : VRSN
The primary concerns for VRSN are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
FTNT profiles as a growth stock while VRSN 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
FTNT scores higher overall (67/100 vs 52/100), backed by strong 27.5% margins and 20.1% revenue growth. Both earn "Strong Buy" and "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.
VeriSign Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Verisign Inc. is an American company based in Reston, Virginia, United States that operates a diverse array of network infrastructure, including two of the Internet's thirteen root nameservers. Verisign also offers a range of security services, including managed DNS, distributed denial-of-service (DDoS) attack mitigation and cyber-threat reporting.
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