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Analyzing the Bearish Sentiment Surrounding Fortinet (FTNT)

Fortinet may be undervalued with strong growth indicators, but the 33 analysts following the company give it an rating of hold. Their target prices range from $66.0 to $120.0 per share, for an average of $88.25. At today's price of $82.47, Fortinet is trading -6.56% away from its average target price, suggesting there is an analyst consensus of some upside potential for the stock.

Fortinet, Inc. provides cybersecurity and convergence of networking and security solutions worldwide. Based in Sunnyvale, CA, the Large-Cap Technology company has 15,015 full time employees. Fortinet has not offered a regular dividend during the last year.

Fortinet has a trailing twelve month P/E ratio of 33.9, compared to an average of 30.44 for the Technology sector. Considering its EPS guidance of $2.41, the company has a forward P/E ratio of 34.2.

Fortinet is also overpriced compared to its book value, since its P/B ratio of 83.3 is higher than the sector average of 4.19. The company's shares are currently 731.3% below their Graham number, indicating that its shares have a margin of safety.

2019 2020 2021 2022 2023 2024
Revenue (M) $2,163 $2,594 $3,342 $4,417 $5,305 $5,956
Gross Margins 77% 78% 77% 75% 77% 81%
Net Margins 15% 19% 18% 19% 22% 28%
Net Income (M) $332 $488 $607 $857 $1,148 $1,745
Net Interest Expense (M) -$8 -$8 $15 $18 $21 $20
Depreciation & Amort. (M) $62 $69 $84 $104 $113 $100
Diluted Shares (M) 875 838 835 805 788 772
Earnings Per Share $0.38 $0.58 $0.73 $1.06 $1.46 $2.26
EPS Growth n/a 52.63% 25.86% 45.21% 37.74% 54.79%
Avg. Price $16.88 $24.43 $50.01 $60.75 $58.53 $83.66
P/E Ratio 43.28 42.86 67.58 56.78 40.09 36.53
Free Cash Flow (M) $716 $958 $1,204 $1,449 $1,731 $2,101
CAPEX (M) $92 $126 $296 $281 $204 $157
Current Ratio 1.9 1.5 1.55 1.24 1.19 1.47
The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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