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Fortinet, Inc. (FTNT) vs Okta, Inc. (OKTA)

Fortinet, Inc. and Okta, Inc. are both Software Infrastructure companies. Fortinet, Inc. is the larger, with a market value of $102.1B against $38.8B — 2.6× the size. Fortinet, Inc. trades at the lower P/E: 47.7× against 124×. Fortinet, Inc. grew revenue faster over the last twelve months: 18.8% against 11.2%. Fortinet, Inc. has the higher net margin (28.2% vs 9.63%) and the lower return on invested capital (0.00% vs 3.10%). Across the 22 metrics below, Fortinet, Inc. leads on 13 and Okta, Inc. on 9.

Valuation

Metric FTNT OKTA Software Infrastructure median
P/E 47.65 123.54 26.96
P/S 13.27 11.84 2.98
P/B 64.41 5.22 2.95
Price to free cash flow 32.05 37.99 18.12
EV/EBITDA 32.88 70.43 16.85
EV/Sales 12.86 11.32 2.99
Earnings yield 2.10% 0.81% 0.00%
Free cash flow yield 3.12% 2.63% 0.36%

Profitability

Metric FTNT OKTA Software Infrastructure median
Gross margin 80.20% 78.13% 59.48%
Operating margin 32.44% 7.55% 0.00%
Net margin 28.17% 9.63% 0.00%
Free cash flow margin 41.41% 31.17% 0.79%
Return on equity 117.44% 4.31% 0.29%
Return on assets 19.73% 3.17% 0.00%
Return on invested capital 0.00% 3.10% 0.00%

Growth

Metric FTNT OKTA Software Infrastructure median
Revenue growth (TTM) 18.77% 11.22% 12.70%
EPS growth (last fiscal year) 7.08% 2,083.33% 20.51%
Revenue growth, 5-year CAGR 21.25% 28.44% 15.81%
Net income growth, 5-year CAGR 30.56% 0.00% 0.00%

Health

Metric FTNT OKTA Software Infrastructure median
Debt to equity 0.32 0.00 0.02
Current ratio 1.28 1.53 1.52
Net debt to EBITDA (1.02) (5.43) 0.05

Dividend

Metric FTNT OKTA Software Infrastructure median
Dividend yield — — 1.04%
Payout ratio — — 0.29

Size

Metric FTNT OKTA Software Infrastructure median
Market cap 102.06b 38.79b 691.78m

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