FFIV vs TRMB
F5, Inc. vs Trimble Inc. — AI-powered side-by-side comparison
| Metric | FFIV | TRMB |
|---|
| AI Score |
66
|
64
|
| Price |
$416.03
|
$57.56
|
| P/E Ratio |
33.30×
|
-119.89×
|
| ROE |
19.3%
|
7.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
82.2%
|
68.4%
|
| Debt / Equity |
0.07×
|
0.29×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
64.7
|
44.8
|
| Beta |
1.033
|
1.356
|
| Expected Upside |
+2.2%
|
+25.6%
|
AI Committee View
Current Innellis committee reasoning for FFIV versus TRMB.
FFIV leads by 2 points.
FFIV scores 66/100 (Buy) versus TRMB at 64/100 (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 33.0 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 33.0 is moderate-to-rich — Value
- Price-to-book of 5.2x prices in significant intangible value — Value
TRMB Committee View
67% agreement
6 analysts
The primary driver is eps growing 127.0% yoy. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- EPS growing 127.0% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Bollinger bandwidth of 22.1% signals elevated volatility — Risk