FTNT vs NET vs SNPS
161 measures in 16 categories, one definition each, computed from filings and market data.
FTNT83.5
Fortinet, Inc.
Technology · Software - Infrastructure
$169.13 −7.03%$124.1B mkt cap
Score DNA
NET41.7
Cloudflare, Inc.
Technology · Software - Infrastructure
$296.12 −6.31%$105.4B mkt cap
Score DNA
SNPS62.6
Synopsys, Inc.
Technology · Software - Infrastructure
$454.63 −2.88%$87.1B mkt cap
Score DNA
Price, rebased to 100 three years ago
FTNT NET SNPS · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 1 | 0 | 3 |
| Last Congress purchase | 2026-07-07 | — | 2026-06-02 |
| 13F net change in holders | +251 | +92 | +51 |
| ETFs adding shares, 30d | 1,658 | 1,049 | 1,545 |
| ETFs trimming, 30d | 1,474 | 689 | 1,198 |
| Net ETF funds, 30d | +184 | +360 | +347 |
Valuation
16 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| P/E (TTM) | 58.5x
78th
|
— | 80.9x
83rd
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 2.01
86th
|
— | — |
| Price / sales | 16.5x
94th
|
42.0x
96th
|
9.3x
79th
|
| Price / book | 80.0x
100th
|
65.1x
99th
|
2.8x
26th
|
| Price / tangible book | 93.6x
98th
|
73.3x
90th
|
— |
| Price / free cash flow | 39.8x
78th
|
278.5x
100th
|
31.2x
68th
|
| Price / operating cash flow | 36.5x
85th
|
151.2x
100th
|
29.2x
77th
|
| Enterprise value | $120.5B
94th
|
$104.8B
93rd
|
$94.4B
91st
|
| EV / sales | 16.0x
92nd
|
41.7x
96th
|
10.0x
81st
|
| EV / EBITDA | 41.7x
84th
|
— | 26.7x
71st
|
| EV / EBIT | 45.6x
77th
|
— | 49.1x
81st
|
| EV / free cash flow | 38.7x
76th
|
276.8x
100th
|
33.8x
71st
|
| Earnings yield | 1.7%
40th
|
-0.2%
17th
|
1.2%
36th
|
| FCF yield | 2.5%
31st
|
0.4%
11th
|
3.2%
40th
|
| Operating cash flow yield | 2.7%
19th
|
0.7%
4th
|
3.4%
26th
|
| Graham number (per share) | $11.61
44th
|
— | $142.82
97th
|
Profitability (TTM)
12 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| Gross margin | 80.4%
89th
|
72.6%
57th
|
72.4%
56th
|
| EBITDA margin | 38.4%
84th
|
2.7%
12th
|
37.5%
83rd
|
| Operating margin | 32.4%
90th
|
-14.1%
11th
|
9.8%
53rd
|
| EBIT margin | 35.1%
88th
|
-7.4%
14th
|
20.4%
80th
|
| Net margin | 28.2%
93rd
|
-8.2%
15th
|
11.4%
62nd
|
| NOPAT margin | 26.2%
81st
|
-11.1%
11th
|
8.1%
52nd
|
| FCF margin | 41.4%
94th
|
15.1%
41st
|
29.6%
79th
|
| Operating cash flow margin | 45.1%
89th
|
27.8%
57th
|
31.7%
65th
|
| R&D / revenue | 11.2%
41st
|
22.8%
78th
|
30.6%
95th
|
| SG&A / revenue | 36.6%
52nd
|
57.9%
93rd
|
24.1%
38th
|
| Stock comp / revenue | 3.9%
31st
|
20.2%
89th
|
10.1%
69th
|
| Effective tax rate | 19.2%
42nd
|
21.0%
48th
|
17.2%
38th
|
Returns on capital
11 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| ROE (on average equity) | 117.4%
96th
|
-14.4%
10th
|
3.7%
30th
|
| ROA | 19.7%
93rd
|
-3.4%
15th
|
2.2%
37th
|
| ROIC | -97.6%
5th
|
-28.4%
14th
|
2.0%
32nd
|
| ROCE | 43.9%
99th
|
-4.9%
15th
|
4.5%
35th
|
| Return on tangible assets | 24.6%
93rd
|
-3.1%
12th
|
4.0%
38th
|
| Cash ROIC (OCF / invested capital) | — | 70.7%
72nd
|
7.8%
8th
|
| Gross profitability (GP / assets) | 55.7%
88th
|
28.2%
40th
|
14.3%
12th
|
| ROIC, 3-yr average | — | — | 10.7%
65th
|
| ROIC, 5-yr average | — | -6.0%
19th
|
22.3%
69th
|
| ROE, 5-yr average | — | -23.6%
9th
|
13.2%
72nd
|
| Incremental ROIC | -40.2%
17th
|
-41.9%
14th
|
117.6%
79th
|
Growth
17 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| Revenue growth (TTM YoY) | 18.8%
60th
|
33.5%
89th
|
46.4%
92nd
|
| Revenue growth (QoQ) | 10.7%
77th
|
8.8%
64th
|
8.8%
65th
|
| Revenue CAGR, 3 yr | 14.7%
64th
|
30.6%
92nd
|
21.4%
75th
|
| Revenue CAGR, 5 yr | 20.9%
68th
|
36.5%
84th
|
18.2%
63rd
|
| Gross profit CAGR, 3 yr | 16.7%
58th
|
28.9%
83rd
|
19.3%
69th
|
| Operating income CAGR, 3 yr | 27.6%
71st
|
— | -7.1%
9th
|
| Net income growth (TTM YoY) | 9.3%
40th
|
— | -46.1%
17th
|
| Net income CAGR, 3 yr | 26.0%
71st
|
— | 1.3%
32nd
|
| EPS growth (TTM YoY) | 14.3%
40th
|
— | -54.7%
10th
|
| EPS CAGR, 3 yr | 29.1%
74th
|
— | -5.7%
19th
|
| EPS CAGR, 5 yr | 35.9%
81st
|
— | 3.1%
19th
|
| FCF growth (TTM YoY) | 53.3%
68th
|
111.3%
77th
|
114.2%
78th
|
| FCF CAGR, 3 yr | 16.4%
35th
|
81.9%
88th
|
20.4%
47th
|
| Operating cash flow CAGR, 3 yr | 15.5%
29th
|
46.5%
84th
|
19.0%
41st
|
| Book value CAGR, 3 yr | 73.1%
95th
|
33.3%
78th
|
61.5%
93rd
|
| Dividend CAGR, 3 yr | — | — | — |
| Sustainable growth rate | 117.4%
96th
|
— | 3.7%
19th
|
Margin history & stability
7 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| Gross margin, 3-yr average | 80.0%
82nd
|
75.3%
65th
|
75.8%
68th
|
| Operating margin, 3-yr average | 29.8%
90th
|
-11.8%
18th
|
17.7%
79th
|
| Net margin, 3-yr average | 27.5%
94th
|
-7.1%
22nd
|
22.5%
87th
|
| FCF margin, 3-yr average | 34.0%
90th
|
11.8%
40th
|
22.2%
66th
|
| Revenue stability (0-1) | 0.99
73rd
|
0.97
57th
|
0.84
25th
|
| Earnings stability (0-1) | 0.97
94th
|
0.04
14th
|
0.36
38th
|
| Margin stability (0-1) | 0.97
64th
|
0.98
75th
|
0.97
58th
|
Liquidity (latest quarter)
7 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| Cash & short-term investments | $4.1B
89th
|
$4.2B
90th
|
$3.6B
88th
|
| Net cash (− = net debt) | $3.6B
95th
|
$633.4M
74th
|
−$7.2B
7th
|
| Working capital | $1.4B
83rd
|
$2.2B
91st
|
$1.7B
88th
|
| Current ratio | 1.28
40th
|
1.82
72nd
|
1.34
47th
|
| Quick ratio | 1.19
34th
|
1.82
74th
|
1.24
44th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.84
46th
|
1.58
85th
|
0.73
43rd
|
| Defensive interval (days) | 558 days
59th
|
773 days
70th
|
305 days
22nd
|
Leverage & solvency (latest quarter)
13 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| Total debt | $496.9M
48th
|
$3.5B
79th
|
$10.8B
96th
|
| Debt / equity | 0.32
45th
|
2.18
81st
|
0.35
49th
|
| Net debt / equity | −2.30
4th
|
−0.39
43rd
|
0.23
68th
|
| Debt / assets | 4.6%
28th
|
54.5%
84th
|
22.7%
44th
|
| Debt / capital | 24.3%
44th
|
68.5%
80th
|
25.8%
49th
|
| Debt / EBITDA | 0.17
8th
|
51.40
100th
|
3.07
56th
|
| Net debt / EBITDA | −1.23
46th
|
−9.22
8th
|
2.05
73rd
|
| Interest coverage (EBIT / interest) | 146.7x
97th
|
−16.3x
12th
|
3.1x
38th
|
| Cash interest coverage | 188.7x
92nd
|
60.9x
77th
|
4.8x
30th
|
| Debt payback (years of OCF) | 0.1 yrs
13th
|
5.1 yrs
77th
|
3.6 yrs
64th
|
| Liabilities / assets | 85.7%
72nd
|
75.0%
62nd
|
34.7%
16th
|
| IS credit model rating | AAA | BB+ | BBB+ |
| Implied credit spread (bps) | 50
0th
|
400
65th
|
225
48th
|
Efficiency
11 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| Asset turnover | 0.70
70th
|
0.42
25th
|
0.20
10th
|
| Fixed asset turnover | 4.43
23rd
|
2.64
15th
|
6.52
32nd
|
| Inventory turnover | 3.6
14th
|
— | 6.0
36th
|
| Receivables turnover | 5.6
41st
|
6.9
60th
|
6.9
64th
|
| Days sales outstanding | 65 days
59th
|
53 days
41st
|
53 days
37th
|
| Days inventory outstanding | 103 days
86th
|
— | 60 days
64th
|
| Days payables outstanding | 65 days
72nd
|
59 days
67th
|
113 days
83rd
|
| Cash conversion cycle (days) | 102 days
95th
|
−6 days
32nd
|
−0 days
35th
|
| Capex / revenue | 3.7%
71st
|
12.7%
89th
|
2.0%
49th
|
| Capex / depreciation | 1.10
76th
|
1.25
82nd
|
0.12
14th
|
| Operating expense ratio | 46.6%
40th
|
101.3%
98th
|
58.1%
52nd
|
Cash flow & earnings quality
7 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| Operating cash flow / net income | 1.60
41st
|
— | 2.77
70th
|
| FCF / net income | 1.47
44th
|
— | 2.59
72nd
|
| FCF / operating cash flow | 91.8%
57th
|
54.3%
18th
|
93.6%
62nd
|
| Capex / operating cash flow | 8.2%
43rd
|
45.7%
82nd
|
6.4%
38th
|
| Accruals ratio | -11.9%
30th
|
-15.0%
25th
|
-4.0%
74th
|
| Sloan accruals ratio | -4.2%
41st
|
-27.5%
5th
|
-4.3%
40th
|
| Earnings quality score (0-1) | 0.75
11th
|
— | 1.00
73rd
|
Scores & forensic checks
15 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| IS score | 83
98th
|
42
22nd
|
63
63rd
|
| IS profitability | 100
98th
|
20
14th
|
51
58th
|
| IS growth | 74
69th
|
52
24th
|
40
16th
|
| IS value | 24
16th
|
23
6th
|
30
28th
|
| IS momentum | 87
61st
|
50
6th
|
70
34th
|
| IS risk (safety) | 100
67th
|
100
67th
|
80
52nd
|
| IS quality | 93
94th
|
30
4th
|
74
63rd
|
| IS balance sheet | 76
62nd
|
29
20th
|
55
43rd
|
| IS earnings quality | 57
40th
|
35
14th
|
78
90th
|
| IS cash flow | 99
98th
|
53
26th
|
84
75th
|
| Piotroski F-score (0-9) | 7
58th
|
4
5th
|
5
16th
|
| Altman Z-score | 8.9
89th
|
11.1
91st
|
3.4
57th
|
| Beneish M-score | −2.79
35th
|
−2.52
61st
|
−2.53
59th
|
| Ohlson O-score | −6.83
53rd
|
−6.19
62nd
|
−9.45
16th
|
| IS credit score | 95
95th
|
47
33rd
|
60
46th
|
Size (TTM)
8 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| Market cap | $124.1B
94th
|
$105.4B
93rd
|
$87.1B
91st
|
| Revenue | $7.5B
93rd
|
$2.5B
64th
|
$9.4B
95th
|
| EBITDA | $2.9B
94th
|
$68.7M
30th
|
$3.5B
96th
|
| Net income | $2.1B
96th
|
−$206.3M
9th
|
$1.1B
91st
|
| Free cash flow | $3.1B
95th
|
$378.6M
65th
|
$2.8B
94th
|
| Total assets | $10.9B
84th
|
$6.5B
70th
|
$47.7B
95th
|
| Shareholders' equity | $1.6B
68th
|
$1.6B
72nd
|
$31.2B
98th
|
| Employees | 15,472
94th
|
5,156
70th
|
28,000
98th
|
Price performance
9 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| 1 day | −7.0% | −6.3% | −2.9% |
| 1 week | −13.2% | −17.9% | −10.9% |
| 1 month | −2.0% | −11.3% | +19.3% |
| 3 months | +5.5% | +8.8% | +20.1% |
| 6 months | +106.7% | +47.5% | +1.1% |
| Year to date | +117.2% | +51.2% | −5.4% |
| 1 year | +102.4% | +36.3% | +4.3% |
| 3 years, cumulative | +186.8% | +353.9% | −8.2% |
| 5 years, cumulative | +175.3% | +112.2% | +55.9% |
Technicals
4 measures| Measure | FTNT | NET | SNPS |
|---|---|---|---|
| RSI 14 | 40.7 | 35.9 | 49.8 |
| From 52-week high | −14.2% | −20.0% | −15.7% |
| From 52-week low | +129.9% | +86.6% | +25.4% |
| Beta | 1.04 | 1.65 | 1.21 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17