Software - Infrastructure
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FFIV vs NTCT
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
FFIV vs NTCT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure |
| Market Cap | $19.27B | $2.57B |
| Revenue (TTM) | $3.22B | $861M |
| Net Income (TTM) | $708M | $96M |
| Gross Margin | 81.9% | 79.2% |
| Operating Margin | 24.6% | 12.8% |
| Forward P/E | 20.7x | 14.7x |
| Total Debt | $493M | $76M |
| Cash & Equiv. | $1.34B | $457M |
FFIV vs NTCT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| F5, Inc. (FFIV) | 100 | 235.3 | +135.3% |
| NetScout Systems, I… (NTCT) | 100 | 129.3 | +29.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FFIV vs NTCT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FFIV carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 1.03
- Rev growth 9.7%, EPS growth 23.6%, 3Y rev CAGR 4.6%
- 238.9% 10Y total return vs NTCT's 57.1%
NTCT is the clearest fit if your priority is value and momentum.
- Lower P/E (14.7x vs 20.7x)
- +68.7% vs FFIV's +28.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.7% revenue growth vs NTCT's -0.8% | |
| Value | Lower P/E (14.7x vs 20.7x) | |
| Quality / Margins | 22.0% margin vs NTCT's 11.1% | |
| Stability / Safety | Beta 1.03 vs NTCT's 1.12 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +68.7% vs FFIV's +28.8% | |
| Efficiency (ROA) | 11.2% ROA vs NTCT's 4.3%, ROIC 21.8% vs -19.3% |
FFIV vs NTCT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FFIV vs NTCT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
FFIV leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FFIV is the larger business by revenue, generating $3.2B annually — 3.7x NTCT's $861M. FFIV is the more profitable business, keeping 22.0% of every revenue dollar as net income compared to NTCT's 11.1%. On growth, FFIV holds the edge at +11.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.2B | $861M |
| EBITDAEarnings before interest/tax | $867M | $171M |
| Net IncomeAfter-tax profit | $708M | $96M |
| Free Cash FlowCash after capex | $963M | $275M |
| Gross MarginGross profit ÷ Revenue | +81.9% | +79.2% |
| Operating MarginEBIT ÷ Revenue | +24.6% | +12.8% |
| Net MarginNet income ÷ Revenue | +22.0% | +11.1% |
| FCF MarginFCF ÷ Revenue | +29.9% | +32.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.0% | -0.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +4.0% | +11.9% |
Valuation Metrics
NTCT leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $19.3B | $2.6B |
| Enterprise ValueMkt cap + debt − cash | $18.4B | $2.2B |
| Trailing P/EPrice ÷ TTM EPS | 28.90x | -7.02x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.69x | 14.72x |
| PEG RatioP/E ÷ EPS growth rate | 1.55x | — |
| EV / EBITDAEnterprise value multiple | 21.46x | — |
| Price / SalesMarket cap ÷ Revenue | 6.24x | 3.12x |
| Price / BookPrice ÷ Book value/share | 5.57x | 1.65x |
| Price / FCFMarket cap ÷ FCF | 21.26x | 12.16x |
Profitability & Efficiency
FFIV leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
FFIV delivers a 19.9% return on equity — every $100 of shareholder capital generates $20 in annual profit, vs $6 for NTCT. NTCT carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to FFIV's 0.14x. On the Piotroski fundamental quality scale (0–9), FFIV scores 8/9 vs NTCT's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +19.9% | +6.1% |
| ROA (TTM)Return on assets | +11.2% | +4.3% |
| ROICReturn on invested capital | +21.8% | -19.3% |
| ROCEReturn on capital employed | +17.3% | -18.5% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 6 |
| Debt / EquityFinancial leverage | 0.14x | 0.05x |
| Net DebtTotal debt minus cash | -$852M | -$381M |
| Cash & Equiv.Liquid assets | $1.3B | $457M |
| Total DebtShort + long-term debt | $493M | $76M |
| Interest CoverageEBIT ÷ Interest expense | — | 55.89x |
Total Returns (Dividends Reinvested)
FFIV leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FFIV five years ago would be worth $18,728 today (with dividends reinvested), compared to $13,542 for NTCT. Over the past 12 months, NTCT leads with a +68.7% total return vs FFIV's +28.8%. The 3-year compound annual growth rate (CAGR) favors FFIV at 36.2% vs NTCT's 6.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +32.9% | +32.3% |
| 1-Year ReturnPast 12 months | +28.8% | +68.7% |
| 3-Year ReturnCumulative with dividends | +152.5% | +20.9% |
| 5-Year ReturnCumulative with dividends | +87.3% | +35.4% |
| 10-Year ReturnCumulative with dividends | +238.9% | +57.1% |
| CAGR (3Y)Annualised 3-year return | +36.2% | +6.5% |
Risk & Volatility
Evenly matched — FFIV and NTCT each lead in 1 of 2 comparable metrics.
Risk & Volatility
FFIV is the less volatile stock with a 1.03 beta — it tends to amplify market swings less than NTCT's 1.12 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.03x | 1.12x |
| 52-Week HighHighest price in past year | $346.00 | $35.93 |
| 52-Week LowLowest price in past year | $223.76 | $19.98 |
| % of 52W HighCurrent price vs 52-week peak | +98.6% | +98.9% |
| RSI (14)Momentum oscillator 0–100 | 68.9 | 71.2 |
| Avg Volume (50D)Average daily shares traded | 713K | 541K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates FFIV as "Hold" and NTCT as "Hold". Consensus price targets imply -8.9% upside for FFIV (target: $311) vs -18.4% for NTCT (target: $29).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $310.67 | $29.00 |
| # AnalystsCovering analysts | 61 | 21 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.6% | +1.0% |
FFIV leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). NTCT leads in 1 (Valuation Metrics). 1 tied.
FFIV vs NTCT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FFIV or NTCT a better buy right now?
For growth investors, F5, Inc.
(FFIV) is the stronger pick with 9. 7% revenue growth year-over-year, versus -0. 8% for NetScout Systems, Inc. (NTCT). F5, Inc. (FFIV) offers the better valuation at 28. 9x trailing P/E (20. 7x forward), making it the more compelling value choice. Analysts rate F5, Inc. (FFIV) a "Hold" — based on 61 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — FFIV or NTCT?
On forward P/E, NetScout Systems, Inc.
is actually cheaper at 14. 7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — FFIV or NTCT?
Over the past 5 years, F5, Inc.
(FFIV) delivered a total return of +87. 3%, compared to +35. 4% for NetScout Systems, Inc. (NTCT). Over 10 years, the gap is even starker: FFIV returned +238. 9% versus NTCT's +57. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — FFIV or NTCT?
By beta (market sensitivity over 5 years), F5, Inc.
(FFIV) is the lower-risk stock at 1. 03β versus NetScout Systems, Inc. 's 1. 12β — meaning NTCT is approximately 9% more volatile than FFIV relative to the S&P 500. On balance sheet safety, NetScout Systems, Inc. (NTCT) carries a lower debt/equity ratio of 5% versus 14% for F5, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — FFIV or NTCT?
By revenue growth (latest reported year), F5, Inc.
(FFIV) is pulling ahead at 9. 7% versus -0. 8% for NetScout Systems, Inc. (NTCT). On earnings-per-share growth, the picture is similar: F5, Inc. grew EPS 23. 6% year-over-year, compared to -144. 4% for NetScout Systems, Inc.. Over a 3-year CAGR, FFIV leads at 4. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — FFIV or NTCT?
F5, Inc.
(FFIV) is the more profitable company, earning 22. 4% net margin versus -44. 6% for NetScout Systems, Inc. — meaning it keeps 22. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FFIV leads at 24. 8% versus -44. 7% for NTCT. At the gross margin level — before operating expenses — FFIV leads at 81. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is FFIV or NTCT more undervalued right now?
On forward earnings alone, NetScout Systems, Inc.
(NTCT) trades at 14. 7x forward P/E versus 20. 7x for F5, Inc. — 6. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FFIV: -8. 9% to $310. 67.
08Which pays a better dividend — FFIV or NTCT?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is FFIV or NTCT better for a retirement portfolio?
For long-horizon retirement investors, F5, Inc.
(FFIV) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 03), +238. 9% 10Y return). Both have compounded well over 10 years (FFIV: +238. 9%, NTCT: +57. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between FFIV and NTCT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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