Jan. 6 at 9:03 PM
$FTNT P/E 32.0 has a new powerhouse fortigate product for securing AI high compute data centers… this thing is very much underapreciated compared to its pear
$PANW P/E 115.6.
Performance wise you get the most of the capacity in terms of capability to inspect in realtime GB/sec for a dollar with
$FTNT.
I’ve been working with
$CSCO $CHKP $PANW and
$FTNT in the past 10 years, paoloalto was dominating enterprise sector, while Fortinet was killing it on smb market building features and functionality and growing into enterprise sector.
$FTNT is dominating markets in EMEA and AIPAC, they are vendor of choice in OT (growing market) due to near realtime processing speed (shortest delay from any vendor) and user interface of the products is so simple and intuitive very easy to get hands on with fundamental networking knowledge.
Large boys are keeping ftnt price in check in favor of panw (see P/E ratios above).
Anyone thinking of longterm
$FTNT is better rewarding cybersecurity stock longterm.
