Fortinet, Inc. (FTNT) vs Nebius Group N.V. (NBIS)
Fortinet, Inc. and Nebius Group N.V. are both Software Infrastructure companies. Fortinet, Inc. is the larger, with a market value of $130.0B against $67.5B — 1.9× the size. Fortinet, Inc. trades at the lower P/E: 60.7× against 913×. Nebius Group N.V. grew revenue faster over the last twelve months: 511.5% against 18.8%. Fortinet, Inc. has the higher net margin (28.2% vs 3.13%) and the higher return on invested capital (0.00% vs −3.94%). Across the 21 metrics below, Fortinet, Inc. leads on 16 and Nebius Group N.V. on 5.
Valuation
Profitability
| Metric | FTNT | NBIS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 80.20% | 74.26% | 61.23% |
| Operating margin | 32.44% | (50.48%) | 0.00% |
| Net margin | 28.17% | 3.13% | 0.00% |
| Free cash flow margin | 41.41% | (433.81%) | 1.67% |
| Return on equity | 117.44% | 0.60% | 0.59% |
| Return on assets | 19.73% | 0.26% | 0.00% |
| Return on invested capital | 0.00% | (3.94%) | 0.00% |
Growth
Health
Dividend
Size
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