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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 $133.5B against $51.2B — 2.6× the size. Fortinet, Inc. trades at the lower P/E: 59.1× against 636×. 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

Metric FTNT NBIS Software Infrastructure median
P/E 59.14 636.42 28.38
P/S 16.47 34.24 2.98
P/B 79.94 4.49 2.93
Price to free cash flow 39.78 n/m 16.28
EV/EBITDA 41.06 330.50 13.92
EV/Sales 16.06 34.61 2.90
Earnings yield 1.69% 0.16% 0.14%
Free cash flow yield 2.51% (12.67%) 1.24%

Profitability

Metric FTNT NBIS Software Infrastructure median
Gross margin 80.20% 74.26% 61.00%
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% 0.60%
Return on assets 19.73% 0.26% 0.00%
Return on invested capital 0.00% (3.94%) 0.00%

Growth

Metric FTNT NBIS Software Infrastructure median
Revenue growth (TTM) 18.77% 511.51% 13.41%
EPS growth (last fiscal year) 7.08% 117.52% 27.10%
Revenue growth, 5-year CAGR 21.25% (29.09%) 15.57%
Net income growth, 5-year CAGR 30.56% (24.90%) 0.00%

Health

Metric FTNT NBIS Software Infrastructure median
Debt to equity 0.32 0.83 0.05
Current ratio 1.28 4.03 1.55
Net debt to EBITDA (1.02) (2.60) 0.08

Dividend

Metric FTNT NBIS Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric FTNT NBIS Software Infrastructure median
Market cap 133.47b 51.22b 752.37m

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