Stock comparison
Fortinet
Super Micro Computer
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
FTNT
Fortinet
Market cap
$98.12B
Sector
Technology
SMCI
Super Micro Computer
Market cap
$21.4B
Sector
Technology
Overall winner
Fortinet FTNT
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | FTNT | SMCI | Winner |
|---|---|---|---|
| Warren Buffett | 83A | 61C | FTNT |
| Benjamin Graham | 82A | 62C | FTNT |
| Philip Fisher | 95A | 48D | FTNT |
| Peter Lynch | 75B | 53C | FTNT |
| Joel Greenblatt | 79C | 36D | FTNT |
| Charlie Munger | 82A | 46D | FTNT |
| Terry Smith | 87A | 49D | FTNT |
Side-by-side metrics
| Metric | FTNT | SMCI |
|---|---|---|
| Market cap | $98.12B | $21.4B |
| P/E (TTM) | 46.4x | 14.9x |
| EV/EBIT | 42.4x | 19.3x |
| ROIC (TTM) | 33.92% | 7.06% |
| Gross margin | 80.67% | 8.39% |
| Net margin | 27.49% | 3.7% |
| Revenue CAGR 5y | 19.43% | 57.65% |
| EPS CAGR 5y | 34.75% | 33.94% |
| Debt / Equity | 0.5x | 0.9x |
| Dividend yield | 0.0% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
FTNT leads on
- Gross margin80.67%vs 8.39%+90%
- Net margin27.49%vs 3.7%+87%
- ROIC (TTM)33.92%vs 7.06%+79%
- Market cap$98.12Bvs $21.4B+78%
SMCI leads on
- P/E (TTM)14.9xvs 46.4x+68%
- Revenue CAGR 5y57.65%vs 19.43%+66%
- EV/EBIT19.3xvs 42.4x+55%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.