ADI vs FTNT
Analog Devices vs Fortinet — AI-powered side-by-side comparison
ADI
Analog Devices
67
Buy
VS
| Metric | ADI | FTNT |
|---|
| AI Score |
67
|
69
|
| Price |
$388.47
|
$166.80
|
| P/E Ratio |
57.68×
|
55.82×
|
| ROE |
6.7%
|
149.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
80.4%
|
| Debt / Equity |
0.26×
|
0.32×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
63.7
|
50.7
|
| Beta |
1.212
|
1.075
|
| Expected Upside |
+14.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for ADI versus FTNT.
FTNT leads by 2 points.
FTNT scores 69/100 (Buy) versus ADI at 67/100 (Buy).
ADI Committee View
67% agreement
6 analysts
The primary driver is revenue growing 29.8% yoy -- genuine top-line momentum. The main limiting factor is p/e of 57.3 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 29.8% YoY -- genuine top-line momentum — Growth
- EPS growing 83.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 57.3 is expensive by classic value standards — Value
FTNT Committee View
100% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical