Fortinet Inc (FTNT)vsXunlei Ltd Adr (XNET)
FTNT
Fortinet Inc
$180.95
+1.25%
TECHNOLOGY · Cap: $131.14B
XNET
Xunlei Ltd Adr
$4.71
+1.51%
TECHNOLOGY · Cap: $323.16M
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 1426% more annual revenue ($7.53B vs $493.37M). FTNT leads profitability with a 28.2% profit margin vs -14.5%. FTNT appears more attractively valued with a PEG of 1.92. FTNT earns a higher WallStSmart Score of 73/100 (B).
FTNT
Strong Buy73
out of 100
Grade: B
XNET
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.0%
Fair Value
$275.04
Current Price
$180.95
$94.09 discount
Margin of Safety
+37.0%
Fair Value
$9.24
Current Price
$4.71
$4.53 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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 73 in profit
Earnings expanding 11785.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 85.8x book value
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Revenue declined 1.4%
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 : XNET
The strongest argument for XNET centers on P/E Ratio, Price/Book, Return on Equity.
Bear Case : FTNT
The primary concerns for FTNT are PEG Ratio, Altman Z-Score, P/E Ratio. A P/E of 61.6x leaves little room for execution misses.
Bear Case : XNET
The primary concerns for XNET are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
FTNT profiles as a growth stock while XNET is a turnaround play — different risk/reward profiles.
XNET carries more volatility with a beta of 1.14 — expect wider price swings.
FTNT is growing revenue faster at 25.6% — sustainability is the question.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FTNT scores higher overall (73/100 vs 44/100), backed by strong 28.2% margins and 25.6% revenue growth. XNET offers better value entry with a 37.0% margin of safety. Both earn "Strong Buy" and "Hold" 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.
Xunlei Ltd Adr
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · China
Xunlei Limited, operates an Internet platform for digital media content in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
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