F5 Networks Inc (FFIV)vsSynopsys Inc (SNPS)
FFIV
F5 Networks Inc
$297.86
+3.05%
TECHNOLOGY · Cap: $16.42B
SNPS
Synopsys Inc
$410.13
-1.32%
TECHNOLOGY · Cap: $78.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 155% more annual revenue ($8.01B vs $3.14B). FFIV leads profitability with a 22.5% profit margin vs 13.8%. FFIV appears more attractively valued with a PEG of 1.89. FFIV earns a higher WallStSmart Score of 65/100 (B-).
FFIV
Strong Buy65
out of 100
Grade: B-
SNPS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-3.4%
Fair Value
$273.49
Current Price
$297.86
$24.37 premium
Margin of Safety
-825.0%
Fair Value
$44.34
Current Price
$410.13
$365.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 21 in profit
Keeps 23 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 26.0%
Revenue surging 65.5% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FFIV
The strongest argument for FFIV centers on Return on Equity, Profit Margin, Debt/Equity. Profitability is solid with margins at 22.5% and operating margin at 26.0%.
Bull Case : SNPS
The strongest argument for SNPS centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 65.5% demonstrates continued momentum.
Bear Case : FFIV
The primary concerns for FFIV are PEG Ratio.
Bear Case : SNPS
The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 62.9x leaves little room for execution misses.
Key Dynamics to Monitor
FFIV profiles as a mature stock while SNPS is a growth play — different risk/reward profiles.
SNPS carries more volatility with a beta of 1.16 — expect wider price swings.
SNPS is growing revenue faster at 65.5% — sustainability is the question.
SNPS generates stronger free cash flow (822M), providing more financial flexibility.
Bottom Line
FFIV scores higher overall (65/100 vs 51/100), backed by strong 22.5% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
F5 Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
F5, Inc. is an American company that specializes in application delivery networking (ADN), application availability & performance, multi-cloud management, application security, network security, access & authorization and online fraud prevention. F5 is headquartered in Seattle, Washington, with additional development, manufacturing, and administrative offices worldwide.
Visit Website →Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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