FTNT vs KEYS
Fortinet vs Keysight Technologies — AI-powered side-by-side comparison
VS
KEYS
Keysight Technologies
66
Buy
| Metric | FTNT | KEYS |
|---|
| AI Score |
69
|
66
|
| Price |
$166.37
|
$342.13
|
| P/E Ratio |
55.82×
|
56.08×
|
| ROE |
149.8%
|
14.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
80.4%
|
63.7%
|
| Debt / Equity |
0.32×
|
0.44×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
50.7
|
66.1
|
| Beta |
1.075
|
1.214
|
| Expected Upside |
—
|
+8.6%
|
AI Committee View
Current Innellis committee reasoning for FTNT versus KEYS.
FTNT leads by 3 points.
FTNT scores 69/100 (Buy) versus KEYS at 66/100 (Buy).
FTNT Committee View
100% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 5 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
- MACD histogram negative -- bearish momentum — Technical
KEYS Committee View
67% agreement
6 analysts
The primary driver is eps growing 43.0% yoy. The main limiting factor is p/e of 55.3 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 17.5% shows genuine earnings power backing the valuation — Value
- EPS growing 43.0% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 55.3 is expensive by classic value standards — Value
- Price-to-book of 5.3x prices in significant intangible value — Value