FFIV vs SAIC
F5, Inc. vs Science Applications Intl Corp — AI-powered side-by-side comparison
VS
SAIC
Science Applications Intl Corp
73
Buy
| Metric | FFIV | SAIC |
|---|
| AI Score |
69
|
73
|
| Price |
$413.92
|
$125.24
|
| P/E Ratio |
32.60×
|
14.03×
|
| ROE |
19.3%
|
23.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
82.2%
|
12.5%
|
| Debt / Equity |
0.06×
|
1.88×
|
| Dividend Yield |
0.0%
|
1.2%
|
| RSI (14) |
54.1
|
69.9
|
| Beta |
1.033
|
0.283
|
| Expected Upside |
—
|
+8.6%
|
AI Committee View
Current Innellis committee reasoning for FFIV versus SAIC.
SAIC leads by 4 points.
SAIC scores 73/100 (Buy) versus FFIV at 69/100 (Buy).
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
SAIC Committee View
100% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Stochastic RSI (90.1) confirms overbought conditions.
- Weekly trend is bearish while daily is bullish — against the higher-timeframe trend.
- Bearish candlestick pattern(s) detected: Shooting Star.