FTV vs SITM
Fortive vs SiTime — AI-powered side-by-side comparison
| Metric | FTV | SITM |
|---|
| AI Score |
53
|
61
|
| Price |
$60.48
|
$580.69
|
| P/E Ratio |
34.93×
|
1160.06×
|
| ROE |
9.0%
|
-3.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.2%
|
58.7%
|
| Debt / Equity |
0.58×
|
1.29×
|
| Dividend Yield |
0.4%
|
0.0%
|
| RSI (14) |
45.5
|
43.8
|
| Beta |
0.976
|
2.865
|
| Expected Upside |
+3.8%
|
+46.6%
|
AI Committee View
Current Innellis committee reasoning for FTV versus SITM.
SITM leads by 8 points.
SITM scores 61/100 (Buy) versus FTV at 53/100 (Watch).
FTV Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 0.71 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 34.7 is moderate-to-rich — Value
- Revenue declining -29.8% YoY -- this is not a growth story right now — Growth
- EPS declining -23.3% YoY despite any revenue growth — Growth
SITM Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 83.0% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 1471.4 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 83.0% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 1471.4 is expensive by classic value standards — Value
- Price-to-book of 8.0x prices in significant intangible value — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value