DBX vs FTV
Dropbox vs Fortive — AI-powered side-by-side comparison
| Metric | DBX | FTV |
|---|
| AI Score |
48
|
53
|
| Price |
$34.75
|
$59.47
|
| P/E Ratio |
19.16×
|
35.15×
|
| ROE |
-28.3%
|
9.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
79.7%
|
63.2%
|
| Debt / Equity |
-1.82×
|
0.58×
|
| Dividend Yield |
0.0%
|
0.4%
|
| RSI (14) |
61.4
|
50.2
|
| Beta |
0.64
|
0.976
|
| Expected Upside |
—
|
+3.1%
|
AI Committee View
Current Innellis committee reasoning for DBX versus FTV.
FTV leads by 5 points.
FTV scores 53/100 (Watch) versus DBX at 48/100 (Watch).
DBX Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — revenue declining -0.1% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
- News sentiment is positive (+0.20 across 15 articles, 14d) — News
Bear Case
- Price-to-book of 27.5x prices in significant intangible value — Value
- ROE of only -36.8% -- cheap may mean cheap for a reason — Value
- Revenue declining -0.1% YoY -- this is not a growth story right now — Growth
FTV Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 0.71 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 34.7 is moderate-to-rich — Value
- Revenue declining -29.8% YoY -- this is not a growth story right now — Growth
- EPS declining -23.3% YoY despite any revenue growth — Growth