Fortinet vs Gen Digital
企業の追加・変更・削除ができます(最大4社)。
要点
- 2025会計年度の売上高はFortinetが$6.8B、Gen Digitalが$5.0Bで、Fortinetの方が規模が大きい企業です。
- Gen Digitalの方が売上高の伸びが速い(27.1%、相手は14.2%)。
- Gen Digitalの方が売上1ドルあたりの営業利益が多い(営業利益率42.4%、相手は30.7%)。
- Fortinetの方が売上をより多くフリーキャッシュフローに変えている(FCFマージン32.7%、相手は30.5%)。
- 投資家はFortinetの利益1ドルにより高い値段を払っています。PERは63.6x、Gen Digitalは14.5xです。
| 直近会計年度 | FTNT · FY25 | GEN · FY26 |
|---|---|---|
| 規模 | ||
| 時価総額 | $133.2B | $15.0B |
| 売上高 | $6.8B | $5.0B |
| フリーキャッシュフロー | $2.2B | $1.5B |
| 純利益 | $1.9B | $973M |
| 成長率 | ||
| 売上高成長率 | 14.2% | 27.1% |
| 5年成長率 | 21.3% | 14.4% |
| 株式数の変化 | −1.0% | −0.8% |
| 収益性 | ||
| 売上総利益率 | 80.5% | 78.5% |
| 営業利益率 | 30.7% | 42.4% |
| 純利益率 | 27.3% | 19.5% |
| FCFマージン | 32.7% | 30.5% |
| 投下資本利益率 | — | 13.7% |
| 自己資本利益率 | 135.7% | 39.9% |
| 貸借対照表 | ||
| 純負債 | −$2.6B | $7.8B |
| 純負債 / EBITDA | −1.2x | 3.0x |
| 配当と自社株買い | $2.3B | $946M |
| バリュエーションとクオリティ | ||
| PER | 63.6x | 14.5x |
| ピオトロスキーFスコア | 5 | 7 |
FY17
FTNT $1.5B
GEN $4.0B
FY18
FTNT $1.8B
GEN $2.6B
FY19
FTNT $2.2B
GEN $2.5B
FY20
FTNT $2.6B
GEN $2.5B
FY21
FTNT $3.3B
GEN $2.6B
FY22
FTNT $4.4B
GEN $2.8B
FY23
FTNT $5.3B
GEN $3.3B
FY24
FTNT $6.0B
GEN $3.8B
FY25
FTNT $6.8B
GEN $3.9B
FY26
FTNT —
GEN $5.0B
FTNT
GEN
FY17
FTNT 7.3%
GEN −2.5%
FY18
FTNT 13.0%
GEN −6.0%
FY19
FTNT 16.2%
GEN 6.4%
FY20
FTNT 20.5%
GEN 14.3%
FY21
FTNT 19.5%
GEN 35.1%
FY22
FTNT 22.0%
GEN 35.9%
FY23
FTNT 23.4%
GEN 36.4%
FY24
FTNT 30.3%
GEN 29.2%
FY25
FTNT 30.7%
GEN 40.9%
FY26
FTNT —
GEN 42.4%
FTNT
GEN
FY17
FTNT $459M
GEN −$279M
FY18
FTNT $586M
GEN $808M
FY19
FTNT $716M
GEN $1.3B
FY20
FTNT $958M
GEN −$950M
FY21
FTNT $1.2B
GEN $700M
FY22
FTNT $1.4B
GEN $968M
FY23
FTNT $1.7B
GEN $751M
FY24
FTNT $1.9B
GEN $2.0B
FY25
FTNT $2.2B
GEN $1.2B
FY26
FTNT —
GEN $1.5B
FTNT
GEN
FY17
FTNT —
GEN −2.2%
FY18
FTNT —
GEN −2.0%
FY19
FTNT —
GEN 1.6%
FY20
FTNT —
GEN 5.0%
FY21
FTNT —
GEN 34.7%
FY22
FTNT —
GEN 41.7%
FY23
FTNT —
GEN 18.7%
FY24
FTNT —
GEN 10.5%
FY25
FTNT —
GEN 10.4%
FY26
FTNT —
GEN 13.7%
FTNT
GEN
各社の直近会計年度のデータです。決算月は企業によって異なります。高い(または低い)方が明らかに良い項目では、各行の最良値を強調しています。投資助言ではありません。