Software - Infrastructure
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5 / 10Stock Comparison
ALLT vs NTCT vs SNCR vs FTNT vs FFIV
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
Software - Infrastructure
Software - Infrastructure
Software - Infrastructure
ALLT vs NTCT vs SNCR vs FTNT vs FFIV — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure | Software - Infrastructure | Software - Infrastructure | Software - Infrastructure |
| Market Cap | $302M | $2.77B | $104M | $79.89B | $19.50B |
| Revenue (TTM) | $102M | $861M | $171M | $7.11B | $3.22B |
| Net Income (TTM) | $4M | $96M | $-10M | $1.95B | $708M |
| Gross Margin | 70.3% | 79.2% | 69.0% | 80.7% | 81.9% |
| Operating Margin | 3.5% | 12.8% | 17.4% | 31.1% | 24.6% |
| Forward P/E | 24.8x | 15.9x | 7.6x | 36.3x | 20.9x |
| Total Debt | $11M | $76M | $210M | $996M | $493M |
| Cash & Equiv. | $21M | $457M | $33M | $2.50B | $1.34B |
ALLT vs NTCT vs SNCR vs FTNT vs FFIV — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Allot Ltd. (ALLT) | 100 | 71.7 | -28.3% |
| NetScout Systems, I… (NTCT) | 100 | 139.4 | +39.4% |
| Synchronoss Technol… (SNCR) | 100 | 35.9 | -64.1% |
| Fortinet, Inc. (FTNT) | 100 | 387.8 | +287.8% |
| F5, Inc. (FFIV) | 100 | 238.1 | +138.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALLT vs NTCT vs SNCR vs FTNT vs FFIV
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ALLT lags the leaders in this set but could rank higher in a more targeted comparison.
NTCT ranks third and is worth considering specifically for sleep-well-at-night.
- Lower volatility, beta 1.12, Low D/E 4.9%, current ratio 1.75x
- +80.5% vs FTNT's +1.2%
SNCR is the #2 pick in this set and the best alternative if value and dividends is your priority.
- Lower P/E (7.6x vs 20.9x)
- 4.4% yield; the other 4 pay no meaningful dividend
FTNT carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 1.02
- Rev growth 14.2%, EPS growth 7.5%, 3Y rev CAGR 15.5%
- 15.8% 10Y total return vs FFIV's 238.7%
- PEG 1.09 vs FFIV's 1.12
Among these 5 stocks, FFIV doesn't own a clear edge in any measured category.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.2% revenue growth vs NTCT's -0.8% | |
| Value | Lower P/E (7.6x vs 20.9x) | |
| Quality / Margins | 27.5% margin vs SNCR's -5.7% | |
| Stability / Safety | Beta 1.02 vs ALLT's 2.35 | |
| Dividends | 4.4% yield; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | +80.5% vs FTNT's +1.2% | |
| Efficiency (ROA) | 19.4% ROA vs SNCR's -3.4% |
ALLT vs NTCT vs SNCR vs FTNT vs FFIV — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ALLT vs NTCT vs SNCR vs FTNT vs FFIV — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
FTNT leads in 2 of 6 categories
SNCR leads 1 • ALLT leads 0 • NTCT leads 0 • FFIV leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
FTNT leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FTNT is the larger business by revenue, generating $7.1B annually — 69.7x ALLT's $102M. FTNT is the more profitable business, keeping 27.5% of every revenue dollar as net income compared to SNCR's -5.7%. On growth, FTNT holds the edge at +20.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $102M | $861M | $171M | $7.1B | $3.2B |
| EBITDAEarnings before interest/tax | $8M | $171M | $47M | $2.3B | $867M |
| Net IncomeAfter-tax profit | $4M | $96M | -$10M | $2.0B | $708M |
| Free Cash FlowCash after capex | $16M | $275M | $48M | $2.4B | $963M |
| Gross MarginGross profit ÷ Revenue | +70.3% | +79.2% | +69.0% | +80.7% | +81.9% |
| Operating MarginEBIT ÷ Revenue | +3.5% | +12.8% | +17.4% | +31.1% | +24.6% |
| Net MarginNet income ÷ Revenue | +3.6% | +11.1% | -5.7% | +27.5% | +22.0% |
| FCF MarginFCF ÷ Revenue | +16.1% | +32.0% | +27.9% | +34.3% | +29.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +14.0% | -0.5% | -2.2% | +20.1% | +11.0% |
| EPS Growth (YoY)Latest quarter vs prior year | — | +11.9% | +191.1% | +28.6% | +4.0% |
Valuation Metrics
SNCR leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 20.9x trailing earnings, SNCR trades at a 78% valuation discount to ALLT's 95.4x P/E. Adjusting for growth (PEG ratio), FTNT offers better value at 1.34x vs FFIV's 1.56x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $302M | $2.8B | $104M | $79.9B | $19.5B |
| Enterprise ValueMkt cap + debt − cash | $293M | $2.4B | $280M | $78.4B | $18.6B |
| Trailing P/EPrice ÷ TTM EPS | 95.39x | -7.57x | 20.93x | 44.43x | 29.24x |
| Forward P/EPrice ÷ next-FY EPS est. | 24.83x | 15.87x | 7.63x | 36.28x | 20.93x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 1.34x | 1.56x |
| EV / EBITDAEnterprise value multiple | 38.27x | — | 6.59x | 35.09x | 21.73x |
| Price / SalesMarket cap ÷ Revenue | 2.96x | 3.36x | 0.60x | 11.75x | 6.31x |
| Price / BookPrice ÷ Book value/share | 3.12x | 1.78x | 2.27x | 65.26x | 5.64x |
| Price / FCFMarket cap ÷ FCF | 19.51x | 13.11x | 7.75x | 35.89x | 21.51x |
Profitability & Efficiency
FTNT leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
FTNT delivers a 155.7% return on equity — every $100 of shareholder capital generates $156 in annual profit, vs $-20 for SNCR. NTCT carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to SNCR's 4.97x. 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 | +3.3% | +6.1% | -19.9% | +155.7% | +19.9% |
| ROA (TTM)Return on assets | +2.1% | +4.3% | -3.4% | +19.4% | +11.2% |
| ROICReturn on invested capital | +2.9% | -19.3% | +8.3% | — | +21.8% |
| ROCEReturn on capital employed | +3.1% | -18.5% | +9.9% | +37.7% | +17.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 | 7 | 7 | 8 |
| Debt / EquityFinancial leverage | 0.10x | 0.05x | 4.97x | 0.81x | 0.14x |
| Net DebtTotal debt minus cash | -$10M | -$381M | $177M | -$1.5B | -$852M |
| Cash & Equiv.Liquid assets | $21M | $457M | $33M | $2.5B | $1.3B |
| Total DebtShort + long-term debt | $11M | $76M | $210M | $996M | $493M |
| Interest CoverageEBIT ÷ Interest expense | — | 55.89x | 0.79x | 214.35x | — |
Total Returns (Dividends Reinvested)
Evenly matched — ALLT and NTCT and FTNT each lead in 2 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FTNT five years ago would be worth $25,495 today (with dividends reinvested), compared to $3,195 for SNCR. Over the past 12 months, NTCT leads with a +80.5% total return vs FTNT's +1.2%. The 3-year compound annual growth rate (CAGR) favors ALLT at 39.6% vs SNCR's 3.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -20.8% | +42.6% | +4.8% | +38.6% | +34.4% |
| 1-Year ReturnPast 12 months | +33.7% | +80.5% | +9.5% | +1.2% | +29.0% |
| 3-Year ReturnCumulative with dividends | +172.2% | +30.3% | +11.5% | +63.4% | +155.5% |
| 5-Year ReturnCumulative with dividends | -57.8% | +42.9% | -68.1% | +154.9% | +87.2% |
| 10-Year ReturnCumulative with dividends | +62.8% | +66.6% | -97.2% | +1584.4% | +238.7% |
| CAGR (3Y)Annualised 3-year return | +39.6% | +9.2% | +3.7% | +17.8% | +36.7% |
Risk & Volatility
Evenly matched — FTNT and FFIV each lead in 1 of 2 comparable metrics.
Risk & Volatility
FTNT is the less volatile stock with a 1.02 beta — it tends to amplify market swings less than ALLT's 2.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FFIV currently trades 99.3% from its 52-week high vs ALLT's 64.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.35x | 1.12x | 1.22x | 1.02x | 1.03x |
| 52-Week HighHighest price in past year | $11.92 | $39.24 | $9.92 | $112.39 | $347.47 |
| 52-Week LowLowest price in past year | $5.67 | $19.98 | $3.98 | $70.12 | $223.76 |
| % of 52W HighCurrent price vs 52-week peak | +64.2% | +97.6% | +90.7% | +96.1% | +99.3% |
| RSI (14)Momentum oscillator 0–100 | 59.8 | 68.6 | 73.8 | 64.3 | 69.3 |
| Avg Volume (50D)Average daily shares traded | 410K | 552K | 9 | 5.8M | 701K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: ALLT as "Buy", NTCT as "Hold", SNCR as "Buy", FTNT as "Hold", FFIV as "Hold". Consensus price targets imply 91.8% upside for ALLT (target: $15) vs -24.3% for NTCT (target: $29). SNCR is the only dividend payer here at 4.43% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $14.67 | $29.00 | $9.00 | $86.81 | $310.67 |
| # AnalystsCovering analysts | 14 | 21 | 21 | 68 | 61 |
| Dividend YieldAnnual dividend ÷ price | — | — | +4.4% | — | — |
| Dividend StreakConsecutive years of raises | — | — | 0 | — | — |
| Dividend / ShareAnnual DPS | — | — | $0.40 | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.9% | 0.0% | +2.9% | +2.6% |
FTNT leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SNCR leads in 1 (Valuation Metrics). 2 tied.
ALLT vs NTCT vs SNCR vs FTNT vs FFIV: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ALLT or NTCT or SNCR or FTNT or FFIV a better buy right now?
For growth investors, Fortinet, Inc.
(FTNT) is the stronger pick with 14. 2% revenue growth year-over-year, versus -0. 8% for NetScout Systems, Inc. (NTCT). Synchronoss Technologies, Inc. (SNCR) offers the better valuation at 20. 9x trailing P/E (7. 6x forward), making it the more compelling value choice. Analysts rate Allot Ltd. (ALLT) a "Buy" — based on 14 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 — ALLT or NTCT or SNCR or FTNT or FFIV?
On trailing P/E, Synchronoss Technologies, Inc.
(SNCR) is the cheapest at 20. 9x versus Allot Ltd. at 95. 4x. On forward P/E, Synchronoss Technologies, Inc. is actually cheaper at 7. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Fortinet, Inc. wins at 1. 09x versus F5, Inc. 's 1. 12x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — ALLT or NTCT or SNCR or FTNT or FFIV?
Over the past 5 years, Fortinet, Inc.
(FTNT) delivered a total return of +154. 9%, compared to -68. 1% for Synchronoss Technologies, Inc. (SNCR). Over 10 years, the gap is even starker: FTNT returned +1584% versus SNCR's -97. 2%. 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 — ALLT or NTCT or SNCR or FTNT or FFIV?
By beta (market sensitivity over 5 years), Fortinet, Inc.
(FTNT) is the lower-risk stock at 1. 02β versus Allot Ltd. 's 2. 35β — meaning ALLT is approximately 131% more volatile than FTNT relative to the S&P 500. On balance sheet safety, NetScout Systems, Inc. (NTCT) carries a lower debt/equity ratio of 5% versus 5% for Synchronoss Technologies, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ALLT or NTCT or SNCR or FTNT or FFIV?
By revenue growth (latest reported year), Fortinet, Inc.
(FTNT) is pulling ahead at 14. 2% versus -0. 8% for NetScout Systems, Inc. (NTCT). On earnings-per-share growth, the picture is similar: Allot Ltd. grew EPS 153. 5% year-over-year, compared to -144. 4% for NetScout Systems, Inc.. Over a 3-year CAGR, FTNT leads at 15. 5% 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 — ALLT or NTCT or SNCR or FTNT or FFIV?
Fortinet, Inc.
(FTNT) is the more profitable company, earning 27. 3% net margin versus -44. 6% for NetScout Systems, Inc. — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FTNT leads at 30. 6% 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 ALLT or NTCT or SNCR or FTNT or FFIV more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Fortinet, Inc. (FTNT) is the more undervalued stock at a PEG of 1. 09x versus F5, Inc. 's 1. 12x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Synchronoss Technologies, Inc. (SNCR) trades at 7. 6x forward P/E versus 36. 3x for Fortinet, Inc. — 28. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ALLT: 91. 8% to $14. 67.
08Which pays a better dividend — ALLT or NTCT or SNCR or FTNT or FFIV?
In this comparison, SNCR (4.
4% yield) pays a dividend. ALLT, NTCT, FTNT, FFIV do not pay a meaningful dividend and should not be held primarily for income.
09Is ALLT or NTCT or SNCR or FTNT or FFIV better for a retirement portfolio?
For long-horizon retirement investors, Fortinet, Inc.
(FTNT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 02), +1584% 10Y return). Allot Ltd. (ALLT) carries a higher beta of 2. 35 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (FTNT: +1584%, ALLT: +62. 8%), 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 ALLT and NTCT and SNCR and FTNT and FFIV?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: ALLT is a small-cap quality compounder stock; NTCT is a small-cap quality compounder stock; SNCR is a small-cap income-oriented stock; FTNT is a mid-cap quality compounder stock; FFIV is a mid-cap quality compounder stock. SNCR pays a dividend while ALLT, NTCT, FTNT, FFIV do not, making them suitable for different income and tax situations. 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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