FFIV vs SSNC
F5, Inc. vs SS&C Technologies Holdings, Inc. — AI-powered side-by-side comparison
VS
SSNC
SS&C Technologies Holdings, Inc.
60
Watch
| Metric | FFIV | SSNC |
|---|
| AI Score |
69
|
60
|
| Price |
$413.92
|
$79.86
|
| P/E Ratio |
32.60×
|
22.30×
|
| ROE |
19.3%
|
11.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
82.2%
|
48.1%
|
| Debt / Equity |
0.06×
|
1.17×
|
| Dividend Yield |
0.0%
|
1.4%
|
| RSI (14) |
54.1
|
69.0
|
| Beta |
1.033
|
1.087
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for FFIV versus SSNC.
FFIV leads by 9 points.
FFIV scores 69/100 (Buy) versus SSNC at 60/100 (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
SSNC Committee View
50% 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
- 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
- Weekly RSI at 75 -- overbought on the larger timeframe too — Technical
- Bollinger bandwidth of 27.1% signals elevated volatility — Risk