FFIV vs ROP
F5, Inc. vs Roper Technologies — AI-powered side-by-side comparison
VS
ROP
Roper Technologies
61
Buy
| Metric | FFIV | ROP |
|---|
| AI Score |
63
|
61
|
| Price |
$399.65
|
$413.35
|
| P/E Ratio |
30.14×
|
17.15×
|
| ROE |
19.3%
|
7.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
82.2%
|
69.5%
|
| Debt / Equity |
0.07×
|
0.61×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
37.9
|
68.5
|
| Beta |
1.033
|
0.737
|
| Expected Upside |
+13.1%
|
+9.9%
|
AI Committee View
Current Innellis committee reasoning for FFIV versus ROP.
FFIV leads by 2 points.
FFIV scores 63/100 (Buy) versus ROP at 61/100 (Buy).
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
ROP Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 69.5% yoy. Risk Analyst remains cautious — current ratio of 0.52 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 69.5% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Weekly RSI at 78 -- overbought on the larger timeframe too — Technical
- Current ratio of 0.52 is tight -- limited short-term liquidity cushion — Risk