FTV vs ONTO
Fortive vs Onto Innovation — AI-powered side-by-side comparison
VS
ONTO
Onto Innovation
64
Buy
| Metric | FTV | ONTO |
|---|
| AI Score |
71
|
64
|
| Price |
$61.77
|
$291.66
|
| P/E Ratio |
35.88×
|
114.61×
|
| ROE |
9.0%
|
6.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.2%
|
50.4%
|
| Debt / Equity |
0.58×
|
0.77×
|
| Dividend Yield |
0.4%
|
0.0%
|
| RSI (14) |
56.5
|
63.4
|
| Beta |
0.976
|
1.587
|
| Expected Upside |
+1.1%
|
+2.5%
|
AI Committee View
Current Innellis committee reasoning for FTV versus ONTO.
FTV leads by 7 points.
FTV scores 71/100 (Buy) versus ONTO at 64/100 (Buy).
FTV Committee View
100% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is 3 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
ONTO Committee View
60% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 35.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Bollinger bandwidth of 35.3% signals elevated volatility — Risk