Fortinet Inc. (FTNT) - 5i Research

Fortinet Inc. (FTNT $83.39)
- $83.39 P/E (TTM): 34.22X Cap: $61.70B
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NortonLifeLock (GEN)
- P/E (TTM): 131.9X
- View GEN Profile
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Fortinet Inc. (FTNT $83.39)
- $83.39 P/E (TTM): 34.22X Cap: $61.70B
- View FTNT Profile
- View Questions on FTNT
CrowdStrike Holdings Inc. (CRWD $435.81)
- $435.81 Cap: $110.52B
- View CRWD Profile
- View Questions on CRWD

Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.

Read Answer Asked by Jabs on February 27, 2026

Fortinet Inc. (FTNT $83.39)
- $83.39 P/E (TTM): 34.22X Cap: $61.70B
- View FTNT Profile
- View Questions on FTNT
Palo Alto Networks Inc. (PANW $168.91)
- $168.91 P/E (TTM): 93.48X Cap: $137.83B
- View PANW Profile
- View Questions on PANW
CrowdStrike Holdings Inc. (CRWD $435.81)
- $435.81 Cap: $110.52B
- View CRWD Profile
- View Questions on CRWD

Q: I hold Crowdstrike (CRWD) and Palo Alto (PANW) in the cybersecurity space. PANW has done well for me but last year it struggled. I’m thinking of selling some, or all, of PANW and buying Fortinet (FTNT). Could I please get your thoughts? If you were to hold just two, or all three, could you please tell me what percentage you would allocate to each? Thank you.

Read Answer Asked by Kim on January 05, 2026

Fortinet Inc. (FTNT $83.39)
- $83.39 P/E (TTM): 34.22X Cap: $61.70B
- View FTNT Profile
- View Questions on FTNT
Palo Alto Networks Inc. (PANW $168.91)
- $168.91 P/E (TTM): 93.48X Cap: $137.83B
- View PANW Profile
- View Questions on PANW
Zscaler Inc. (ZS $155.99)
- $155.99 Cap: $25.08B
- View ZS Profile
- View Questions on ZS
CrowdStrike Holdings Inc. (CRWD $435.81)
- $435.81 Cap: $110.52B
- View CRWD Profile
- View Questions on CRWD
Palo Alto Networks CDR (CAD Hedged) (PANW $20.00)
- $20.00 P/E (TTM): 105.74X Cap: $188.16B
- View PANW Profile
- View Questions on PANW

Q: Could you please share your take on PANW as an early 2026 buy for growth over a long-term hold (10+ years) irrespective of sector allocation or diversification in a portfolio.

What are its core strengths (moats if any?), competitive positioning, threats, etc.?

(A response in January is fine.)

Thanks!

Marc.

Read Answer Asked by Marc on January 05, 2026