DOCN vs FFIV
DigitalOcean vs F5, Inc. — AI-powered side-by-side comparison
DOCN
DigitalOcean
58
Watch
VS
| Metric | DOCN | FFIV |
|---|
| AI Score |
58
|
64
|
| Price |
$115.11
|
$399.65
|
| P/E Ratio |
44.67×
|
30.14×
|
| ROE |
-903.7%
|
19.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
57.2%
|
82.2%
|
| Debt / Equity |
1.61×
|
0.07×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
36.2
|
37.9
|
| Beta |
1.586
|
1.033
|
| Expected Upside |
+18.5%
|
+13.1%
|
AI Committee View
Current Innellis committee reasoning for DOCN versus FFIV.
FFIV leads by 6 points.
FFIV scores 64/100 (Buy) versus DOCN at 58/100 (Watch).
DOCN Committee View
40% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 26.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 26.2% signals elevated volatility — Risk
FFIV Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 32.4 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 19.9% 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 32.4 is moderate-to-rich — Value
- Price-to-book of 5.2x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical