FFIV vs ZM
F5, Inc. vs Zoom Communications, Inc. — AI-powered side-by-side comparison
VS
ZM
Zoom Communications, Inc.
65
Buy
| Metric | FFIV | ZM |
|---|
| AI Score |
69
|
65
|
| Price |
$413.92
|
$106.01
|
| P/E Ratio |
32.60×
|
15.28×
|
| ROE |
19.3%
|
19.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
82.2%
|
77.4%
|
| Debt / Equity |
0.06×
|
0.01×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
54.1
|
77.2
|
| Beta |
1.033
|
1.04
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for FFIV versus ZM.
FFIV leads by 4 points.
FFIV scores 69/100 (Buy) versus ZM at 65/100 (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
ZM Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is bollinger bandwidth of 28.3% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.8 is inexpensive for the broad market — Value
- ROE of 21.8% shows genuine earnings power backing the valuation — Value
- EPS growing 104.5% YoY — Growth
Bear Case
- RSI at 77 is in overbought territory — Technical
- Bollinger bandwidth of 28.3% signals elevated volatility — Risk