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FTNT vs TTMI

Fortinet vs TTM Technologies — AI-powered side-by-side comparison
FTNT
Fortinet
66
Buy
VS
TTMI
TTM Technologies
53
Watch
MetricFTNTTTMI
AI Score 66 53
Price $152.88 $111.86
P/E Ratio 53.14× 46.98×
ROE 149.8% 10.1%
Revenue Growth YoY
Gross Margin 80.4% 20.7%
Debt / Equity 0.32× 0.56×
Dividend Yield 0.0% 0.0%
RSI (14) 38.4 24.1
Beta 1.058 2.161
Expected Upside +5.8%

AI Committee View

Current Innellis committee reasoning for FTNT versus TTMI.
FTNT leads by 13 points.

FTNT scores 66/100 (Buy) versus TTMI at 53/100 (Watch).

FTNT Committee View
75% agreement
4 analysts

The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. 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
  • News sentiment is positive (+0.27 across 39 articles, 14d) — News
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
TTMI Committee View
50% agreement
6 analysts

The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 28.4% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 62.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.

Bull Case
  • Revenue growing 28.4% YoY -- genuine top-line momentum — Growth
  • EPS growing 145.7% YoY — Growth
  • 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
  • P/E of 62.1 is expensive by classic value standards — Value
  • Price-to-book of 4.2x prices in significant intangible value — Value
  • RSI at 27 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
Want the full breakdown?
Committee votes, technicals, and trade plans for both companies.
FTNT Full Analysis TTMI Full Analysis