FTV vs RMBS
Fortive vs Rambus — AI-powered side-by-side comparison
| Metric | FTV | RMBS |
|---|
| AI Score |
71
|
64
|
| Price |
$61.71
|
$101.41
|
| P/E Ratio |
35.88×
|
45.73×
|
| ROE |
9.0%
|
16.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.2%
|
78.3%
|
| Debt / Equity |
0.58×
|
0.01×
|
| Dividend Yield |
0.4%
|
0.0%
|
| RSI (14) |
56.5
|
57.4
|
| Beta |
0.98
|
1.84
|
| Expected Upside |
+1.1%
|
+7.5%
|
AI Committee View
Current Innellis committee reasoning for FTV versus RMBS.
FTV leads by 7 points.
FTV scores 71/100 (Buy) versus RMBS 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 4 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.
RMBS Committee View
67% agreement
6 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is p/e of 45.9 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 17.4% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 45.9 is expensive by classic value standards — Value
- Price-to-book of 7.2x prices in significant intangible value — Value
- Bollinger bandwidth of 25.9% signals elevated volatility — Risk