FFIV vs TER
F5, Inc. vs Teradyne Inc. — AI-powered side-by-side comparison
| Metric | FFIV | TER |
|---|
| AI Score |
68
|
67
|
| Price |
$403.15
|
$418.82
|
| P/E Ratio |
32.76×
|
56.01×
|
| ROE |
19.3%
|
19.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
82.2%
|
59.3%
|
| Debt / Equity |
0.07×
|
0.03×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
56.5
|
66.9
|
| Beta |
1.033
|
1.793
|
| Expected Upside |
+4.0%
|
+2.8%
|
AI Committee View
Current Innellis committee reasoning for FFIV versus TER.
FFIV leads by 1 points.
FFIV scores 68/100 (Buy) versus TER at 67/100 (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
TER Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 55.7 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 38.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 57.9% YoY -- genuine top-line momentum — Growth
- EPS growing 152.8% YoY — Growth
Bear Case
- P/E of 55.7 is expensive by classic value standards — Value
- Price-to-book of 10.8x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth