Fortinet Inc (FTNT)vsPayPay Corporation American Depository Shares (PAYP)
FTNT
Fortinet Inc
$149.67
+0.41%
TECHNOLOGY · Cap: $109.52B
PAYP
PayPay Corporation American Depository Shares
$15.08
-4.19%
TECHNOLOGY · Cap: $9.88B
Smart Verdict
WallStSmart Research — data-driven comparison
PayPay Corporation American Depository Shares generates 5214% more annual revenue ($377.78B vs $7.11B). PAYP leads profitability with a 30.4% profit margin vs 27.5%. PAYP appears more attractively valued with a PEG of 1.42. PAYP earns a higher WallStSmart Score of 72/100 (B).
FTNT
Strong Buy67
out of 100
Grade: B-
PAYP
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.5%
Fair Value
$265.15
Current Price
$149.67
$115.48 discount
Intrinsic value data unavailable for PAYP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 197 in profit
Strong operational efficiency at 31.3%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Revenue surging 20.1% year-over-year
Earnings expanding 28.6% YoY
Every $100 of equity generates 39 in profit
Keeps 30 of every $100 in revenue as profit
Generating 332.1B in free cash flow
Attractively priced relative to earnings
Revenue surging 29.1% year-over-year
Areas to Watch
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 110.9x book value
Distress zone — elevated risk
Elevated debt levels
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 27.5% and operating margin at 31.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bull Case : PAYP
The strongest argument for PAYP centers on Return on Equity, Profit Margin, Free Cash Flow. Profitability is solid with margins at 30.4% and operating margin at 18.8%. Revenue growth of 29.1% demonstrates continued momentum.
Bear Case : FTNT
The primary concerns for FTNT are Altman Z-Score, PEG Ratio, P/E Ratio. A P/E of 57.7x leaves little room for execution misses.
Bear Case : PAYP
The primary concerns for PAYP are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.04 is elevated, increasing financial risk.
Key Dynamics to Monitor
PAYP is growing revenue faster at 29.1% — sustainability is the question.
PAYP generates stronger free cash flow (332.1B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAYP scores higher overall (72/100 vs 67/100), backed by strong 30.4% margins and 29.1% revenue growth. FTNT offers better value entry with a 44.5% margin of safety. Both earn "Strong Buy" and "Strong 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.
PayPay Corporation American Depository Shares
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PayPay Corporation, a financial technology company, provides a digital finance platform with services that inlclude easy-to-use payments and other financial services in Japan. The company is headquartered in Shinjuku, Japan.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?