FFIV vs RPD
F5, Inc. vs Rapid7, Inc. — AI-powered side-by-side comparison
VS
RPD
Rapid7, Inc.
52
Watch
| Metric | FFIV | RPD |
|---|
| AI Score |
69
|
52
|
| Price |
$413.92
|
$13.36
|
| P/E Ratio |
32.60×
|
43.90×
|
| ROE |
19.3%
|
15.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
82.2%
|
69.3%
|
| Debt / Equity |
0.06×
|
4.89×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
54.1
|
81.7
|
| Beta |
1.033
|
0.958
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for FFIV versus RPD.
FFIV leads by 17 points.
FFIV scores 69/100 (Buy) versus RPD at 52/100 (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
RPD Committee View
50% agreement
4 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 44.8% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- RSI at 82 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical
- Bollinger bandwidth of 44.8% signals elevated volatility — Risk