Copyright Forbes
While Fortinet dropped by -6.3% over the past day, its counterpart Microsoft may prove to be a superior option. Regularly assessing different choices is fundamental to a wise investment strategy. Microsoft (MSFT) stock showcases stronger revenue growth in key time frames, enhanced profitability, and a comparatively lower valuation compared to Fortinet (FTNT) stock, indicating that investing in MSFT might currently be more beneficial. There are some other trends to consider as well. MSFT is seen as a foundational technology play, with strong momentum thanks to its aggressive expansion in artificial intelligence, cloud computing, and its enterprise software partnerships. The stock has also shown resilience during volatility, strongly recovering after dips. FTNT is seen as a play on cybersecurity demand, but is more exposed to IT spending cycles and specific product demand swings. Its stock has lagged due to these cyclicality worries. MSFT's quarterly revenue growth stood at 18.4%, while FTNT's reached 13.6%. Moreover, its revenue growth over the Last 12 Months recorded 15.6%, surpassing FTNT's 14.5%. MSFT excels in profitability in both time periods – with an LTM margin of 46.3% and a 3-year average of 44.6%. Investing in a single stock can carry risks, but there’s significant merit in adopting a broader, diversified strategy. Quiz time: In the last 5 years, which index do you believe the Trefis High Quality Portfolio outperformed — the S&P 500, the S&P 1500 Equal Weighted, or both? The outcome may surprise you. Discover how our advisory framework helps tilt the odds in your favor. FTNT delivers integrated, automated cybersecurity solutions and secure networking products, which encompass hardware and software licenses for security, switching, and connectivity in various global regions. MSFT develops and supports software, services, and devices, providing productivity tools, business solutions, and Windows OEM licensing. Valuation & Performance Overview MORE FOR YOU See additional revenue details: FTNT Revenue Comparison | MSFT Revenue Comparison See additional margin details: FTNT Operating Income Comparison | MSFT Operating Income Comparison But do these figures reveal the complete picture? Read Buy or Sell MSFT Stock to see if Microsoft's advantage holds true upon deeper examination, or if Fortinet still has strategies in play (see Buy or Sell FTNT Stock). Historical Market Performance Regardless of the accuracy of the data, investing in stocks is never a straightforward journey. There is an inherent risk that needs to be considered. Read FTNT Dip Buyer Analysis to learn how the stock has dipped and rebounded historically.
