APPF vs FTNT
AppFolio vs Fortinet — AI-powered side-by-side comparison
| Metric | APPF | FTNT |
|---|
| AI Score |
49
|
60
|
| Price |
$222.50
|
$157.22
|
| P/E Ratio |
50.58×
|
53.73×
|
| ROE |
26.0%
|
149.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.0%
|
80.4%
|
| Debt / Equity |
0.07×
|
0.32×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
72.5
|
43.2
|
| Beta |
0.811
|
1.058
|
| Expected Upside |
+5.4%
|
—
|
AI Committee View
Current Innellis committee reasoning for APPF versus FTNT.
FTNT leads by 11 points.
FTNT scores 60/100 (Buy) versus APPF at 49/100 (Watch).
APPF Committee View
40% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 77 is in overbought territory — Technical
- Weekly RSI at 78 -- overbought on the larger timeframe too — Technical
FTNT Committee View
60% agreement
5 analysts
Positive signals support the current rating — 5 consecutive earnings beats -- consistent execution. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 187.9% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 56.4 is expensive by classic value standards — Value
- Price-to-book of 47.7x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical