FFIV vs PAYC
F5, Inc. vs Paycom Software, Inc. — AI-powered side-by-side comparison
VS
PAYC
Paycom Software, Inc.
57
Watch
| Metric | FFIV | PAYC |
|---|
| AI Score |
69
|
57
|
| Price |
$413.92
|
$212.31
|
| P/E Ratio |
32.60×
|
22.51×
|
| ROE |
19.3%
|
26.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
82.2%
|
80.1%
|
| Debt / Equity |
0.06×
|
1.72×
|
| Dividend Yield |
0.0%
|
0.7%
|
| RSI (14) |
54.1
|
84.0
|
| Beta |
1.033
|
0.725
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for FFIV versus PAYC.
FFIV leads by 12 points.
FFIV scores 69/100 (Buy) versus PAYC at 57/100 (Watch).
FFIV Committee View
83% 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 31.6 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 31.6 is moderate-to-rich — Value
- Price-to-book of 5.2x prices in significant intangible value — Value
PAYC Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 31.0% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 5.2x prices in significant intangible value — Value
- RSI at 84 is in overbought territory — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical