Stock comparison
Fortinet
SPS Commerce
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
SPSC
SPS Commerce
Market cap
$1.97B
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 | SPSC | Winner |
|---|---|---|---|
| Warren Buffett | 83A | 51C | FTNT |
| Benjamin Graham | 82A | 52C | FTNT |
| Philip Fisher | 95A | 56C | FTNT |
| Peter Lynch | 75B | 45D | FTNT |
| Joel Greenblatt | 79C | 25F | FTNT |
| Charlie Munger | 82A | 39D | FTNT |
| Terry Smith | 87A | 45D | FTNT |
Side-by-side metrics
| Metric | FTNT | SPSC |
|---|---|---|
| Market cap | $98.12B | $1.97B |
| P/E (TTM) | 46.4x | 21.0x |
| EV/EBIT | 42.4x | 14.6x |
| ROIC (TTM) | 33.92% | 8.66% |
| Gross margin | 80.67% | 66.82% |
| Net margin | 27.49% | 11.92% |
| Revenue CAGR 5y | 19.43% | 18.18% |
| EPS CAGR 5y | 34.75% | 18.68% |
| Debt / Equity | 0.5x | 0.0x |
| 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
- Market cap$98.12Bvs $1.97B+98%
- ROIC (TTM)33.92%vs 8.66%+74%
- Net margin27.49%vs 11.92%+57%
- EPS CAGR 5y34.75%vs 18.68%+46%
SPSC leads on
- Debt / Equity0.0xvs 0.5x+99%
- EV/EBIT14.6xvs 42.4x+65%
- P/E (TTM)21.0xvs 46.4x+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.