FTNT vs TEL
Fortinet vs TE Connectivity — AI-powered side-by-side comparison
VS
TEL
TE Connectivity
66
Buy
| Metric | FTNT | TEL |
|---|
| AI Score |
69
|
66
|
| Price |
$166.68
|
$214.15
|
| P/E Ratio |
55.82×
|
21.02×
|
| ROE |
149.8%
|
14.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
80.4%
|
35.4%
|
| Debt / Equity |
0.32×
|
0.43×
|
| Dividend Yield |
0.0%
|
1.3%
|
| RSI (14) |
50.7
|
64.6
|
| Beta |
1.075
|
1.162
|
| Expected Upside |
—
|
+3.3%
|
AI Committee View
Current Innellis committee reasoning for FTNT versus TEL.
FTNT leads by 3 points.
FTNT scores 69/100 (Buy) versus TEL 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
TEL Committee View
60% agreement
5 analysts
Positive signals support the current rating — eps growing 111.1% yoy. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 23.2% shows genuine earnings power backing the valuation — Value
- EPS growing 111.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 5.1x prices in significant intangible value — Value