Fortinet Inc (FTNT)vsOoma Inc (OOMA)
FTNT
Fortinet Inc
$170.18
+9.04%
TECHNOLOGY · Cap: $114.51B
OOMA
Ooma Inc
$22.77
+0.44%
TECHNOLOGY · Cap: $619.01M
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 2355% more annual revenue ($7.53B vs $306.59M). FTNT leads profitability with a 28.2% profit margin vs 3.6%. FTNT appears more attractively valued with a PEG of 1.74. FTNT earns a higher WallStSmart Score of 73/100 (B).
FTNT
Strong Buy73
out of 100
Grade: B
OOMA
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.5%
Fair Value
$276.16
Current Price
$170.18
$105.98 discount
Margin of Safety
+31.8%
Fair Value
$16.65
Current Price
$22.77
$6.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 137 in profit
Strong operational efficiency at 33.6%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Revenue surging 25.6% year-over-year
Earnings expanding 43.9% YoY
Earnings expanding 150.0% YoY
Revenue surging 25.4% year-over-year
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 80.7x book value
Expensive relative to growth rate
Smaller company, higher risk/reward
3.6% margin — thin
Operating margin of 4.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : FTNT
The strongest argument for FTNT centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 28.2% and operating margin at 33.6%. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : OOMA
The strongest argument for OOMA centers on EPS Growth, Revenue Growth. Revenue growth of 25.4% demonstrates continued momentum.
Bear Case : FTNT
The primary concerns for FTNT are PEG Ratio, Altman Z-Score, P/E Ratio. A P/E of 56.1x leaves little room for execution misses.
Bear Case : OOMA
The primary concerns for OOMA are PEG Ratio, Market Cap, Profit Margin. A P/E of 56.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
OOMA carries more volatility with a beta of 1.20 — expect wider price swings.
FTNT is growing revenue faster at 25.6% — sustainability is the question.
FTNT generates stronger free cash flow (966M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FTNT scores higher overall (73/100 vs 53/100), backed by strong 28.2% margins and 25.6% revenue growth. OOMA offers better value entry with a 31.8% margin of safety. 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.
Fortinet Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Fortinet (Nasdaq: FTNT) is an American multinational corporation headquartered in Sunnyvale, California. It develops and sells cybersecurity solutions, including but not limited to physical products such as firewalls, plus software and services such as anti-virus protection, intrusion prevention systems and endpoint security components.
Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.
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