stocksbrew

FTNT vs OKTA

as of yesterday's close

Fortinet and Okta, side by side.

Prices and company dataas of yesterday's close

  • FTNTBuy morein the past month−34%

    Fortinet fell 34% over the past month, far more than other tech stocks (down 13%), but its report on Oct 28 beat profit forecasts by 12%.

  • OKTASell somein the past month−21%

    Okta fell 21% over the past month, in step with other tech stocks (down 13%), and its P/E of 99 is above the usual 84.

Percent return

  • FTNT+53.12%
  • OKTA+112.96%

Nov 11, 2025 to Nov 11, 2026

Where they differ

FTNT leads on 5 of 6
FTNTOKTA
  • Company size: FTNT $107B, OKTA $23.8B.
  • Sales growth, 1 yr: FTNT +20%, OKTA +11%. FTNT is ahead.
  • Price for $1 of next year's profit: FTNT $32, OKTA $41. FTNT is ahead.
  • Profit per $1 of sales: FTNT 33¢, OKTA 8¢. FTNT is ahead.
  • Cash minus debt: FTNT +$4.24B, OKTA +$2.25B. FTNT is ahead.
  • Price change, 1 yr: FTNT +53%, OKTA +113%. OKTA is ahead. S&P 500 +12%.
  • How much the price swings: FTNT 60%, OKTA 76%. FTNT is ahead.
MeasureFTNTFortinetOKTAOkta
Price and returns
Price$128.14$182.35
TodayBest in this row: +3.70%+2.24%
1 month−34.22%Best in this row: −21.49%
3 months−20.85%Best in this row: +21.30%
This year+61.31%Best in this row: +110.77%
1 year+53.12%Best in this row: +112.96%
5 yearsBest in this row: +90.13%−28.68%
From 52-week high−34.2%−21.4%
How much it swings (90 days)Best in this row: 60%76%
Valuation
Market value$107B$23.8B
Price vs last year's earningsBest in this row: 56.5×99.2×
Price vs next year's expected earningsBest in this row: 31.6×41.4×
Price vs earnings, adjusted for growth3.89×Best in this row: 2.59×
Price to sales11.1×Best in this row: 9.6×
Price vs cash it brings inBest in this row: 25.4×30.1×
Company value vs operating profitBest in this row: 30.2×84.9×
Price vs earnings, against its own past (0 = cheapest)Best in this row: 7497
Growth
Revenue growth, 1 yearBest in this row: +20.2%+11.2%
Revenue growth a year, last 3 years+15.5%Best in this row: +16.3%
Earnings per share growth, last year+6.2%Best in this row: +85.4%
Earnings per share growth expected next year+9.2%Best in this row: +10.6%
Profitability
Kept from sales after making the productBest in this row: 79.8%78.1%
Kept as operating profitBest in this row: 32.9%7.7%
Kept as final profitBest in this row: 29.0%9.6%
Kept as spare cashBest in this row: 43.5%31.9%
Profit on shareholders' moneyBest in this row: 153.1%4.3%
Profit on all money put inBest in this row: 70.0%4.6%
Balance sheet
Net cash (cash minus debt)Best in this row: $4.24B$2.25B
Debt for each $1 of shareholders' money0.25×Best in this row: 0.01×
Short-term assets per $1 of bills due1.40×Best in this row: 1.53×
Our readPro
Our callBuy moreSell some
WhyFortinet fell 34% over the past month, far more than other tech stocks (down 13%), but its report on Oct 28 beat profit forecasts by 12%.Okta fell 21% over the past month, in step with other tech stocks (down 13%), and its P/E of 99 is above the usual 84.
Where the price sitsin the full report–
Our overall score (out of 100)55Best in this row: 56
Our value score2Best in this row: 16
Our growth score60Best in this row: 74
Our quality scoreBest in this row: 8951
Our price trend score62Best in this row: 68
Earnings and analysts
Next earnings–Dec 1AMCin 19 days
Analyst consensusHoldBuy
To average analyst target+17.6%Best in this row: +19.0%
Average analyst target$150.76$216.97
Analysts rating it a buy19%Best in this row: 77%
Buy ratings added, 3 months−3Best in this row: +1
Analysts covering2934

FTNT: our only Buy more, with faster sales growth

Our pick of these: Fortinet

Buy more74/100

Sales growth +20.2% vs +11.2%

FTNT +20.2%, OKTA +11.2%.

Forward P/E per point of sales growth 1.56 vs 3.69

FTNT 1.56, OKTA 3.69.

Keeps 32.9% of sales as operating profit, vs 7.7%

FTNT 32.9%, OKTA 7.7%.

Where it loses: OKTA has more analysts rating it a buy, 77% vs 19%

  • 2ndOKTASell some26/100Would need our call to move up from Sell some

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Prices as of yesterday, 3:59 PM ET. A view, not advice.

After hours

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