Software - Infrastructure
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Side-by-side financial analysisStock Comparison
FATN vs NTCT vs KO vs DDOG vs FTNT
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
Beverages - Non-Alcoholic
Software - Application
Software - Infrastructure
FATN vs NTCT vs KO vs DDOG vs FTNT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure | Beverages - Non-Alcoholic | Software - Application | Software - Infrastructure |
| Market Cap | $85M | $2.91B | $342.35B | $82.47B | $105.84B |
| Revenue (TTM) | $19M | $859M | $49.28B | $3.67B | $7.11B |
| Net Income (TTM) | $5M | $96M | $13.70B | $136M | $1.95B |
| Gross Margin | 87.2% | 78.1% | 61.7% | 79.9% | 80.7% |
| Operating Margin | 18.7% | 12.8% | 29.3% | -0.7% | 31.1% |
| Forward P/E | 20.8x | 16.8x | 24.3x | 95.6x | 45.4x |
| Total Debt | $6M | $40M | $45.49B | $1.54B | $996M |
| Cash & Equiv. | $5M | $586M | $10.27B | $401M | $2.50B |
FATN vs NTCT vs KO vs DDOG vs FTNT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 25 | Jun 26 | Return |
|---|---|---|---|
| FatPipe, Inc. Commo… (FATN) | 100 | Infinity | +Infinity% |
| NetScout Systems, I… (NTCT) | 100 | 193.5 | +93.5% |
| The Coca-Cola Compa… (KO) | 100 | 111.1 | +11.1% |
| Datadog, Inc. (DDOG) | 100 | 233.5 | +133.5% |
| Fortinet, Inc. (FTNT) | 100 | 148.6 | +48.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FATN vs NTCT vs KO vs DDOG vs FTNT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FATN is the clearest fit if your priority is growth exposure.
- Rev growth 17.9%, EPS growth 133.3%, 3Y rev CAGR 6.7%
NTCT is the clearest fit if your priority is sleep-well-at-night and valuation efficiency.
- Lower volatility, beta 1.07, Low D/E 2.4%, current ratio 1.85x
- PEG 0.44 vs KO's 2.18
- Beta 1.07, current ratio 1.85x
- Lower P/E (16.8x vs 45.4x), PEG 0.44 vs 1.37
KO has the current edge in this matchup, primarily because of its strength in quality and dividends.
- 27.8% margin vs DDOG's 3.7%
- 2.6% yield; 56-year raise streak; the other 4 pay no meaningful dividend
DDOG is the #2 pick in this set and the best alternative if growth and momentum is your priority.
- 27.7% revenue growth vs KO's 1.9%
- +91.2% vs FATN's -24.3%
FTNT ranks third and is worth considering specifically for income & stability and long-term compounding.
- beta 1.03
- 19.6% 10Y total return vs DDOG's 5.2%
- Beta 1.03 vs FATN's 2.17
- 19.4% ROA vs DDOG's 2.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 27.7% revenue growth vs KO's 1.9% | |
| Value | Lower P/E (16.8x vs 45.4x), PEG 0.44 vs 1.37 | |
| Quality / Margins | 27.8% margin vs DDOG's 3.7% | |
| Stability / Safety | Beta 1.03 vs FATN's 2.17 | |
| Dividends | 2.6% yield; 56-year raise streak; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | +91.2% vs FATN's -24.3% | |
| Efficiency (ROA) | 19.4% ROA vs DDOG's 2.1% |
FATN vs NTCT vs KO vs DDOG vs FTNT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FATN vs NTCT vs KO vs DDOG vs FTNT — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NTCT leads in 1 of 6 categories
FTNT leads 1 • DDOG leads 1 • KO leads 1 • FATN leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — FATN and FTNT each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KO is the larger business by revenue, generating $49.3B annually — 2565.8x FATN's $19M. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to DDOG's 3.7%. On growth, FATN holds the edge at +129.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $19M | $859M | $49.3B | $3.7B | $7.1B |
| EBITDAEarnings before interest/tax | $4M | $169M | $15.5B | $73M | $2.5B |
| Net IncomeAfter-tax profit | $5M | $96M | $13.7B | $136M | $2.0B |
| Free Cash FlowCash after capex | -$788,908 | $285M | $12.6B | $1.1B | $2.4B |
| Gross MarginGross profit ÷ Revenue | +87.2% | +78.1% | +61.7% | +79.9% | +80.7% |
| Operating MarginEBIT ÷ Revenue | +18.7% | +12.8% | +29.3% | -0.7% | +31.1% |
| Net MarginNet income ÷ Revenue | +25.9% | +11.1% | +27.8% | +3.7% | +27.5% |
| FCF MarginFCF ÷ Revenue | -4.1% | +33.2% | +25.5% | +29.4% | +34.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +129.5% | -1.0% | +12.1% | +32.2% | +20.1% |
| EPS Growth (YoY)Latest quarter vs prior year | — | 0.0% | +18.2% | +120.9% | +28.6% |
Valuation Metrics
NTCT leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 17.4x trailing earnings, FATN trades at a 98% valuation discount to DDOG's 772.3x P/E. Adjusting for growth (PEG ratio), NTCT offers better value at 0.82x vs KO's 2.34x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $85M | $2.9B | $342.4B | $82.5B | $105.8B |
| Enterprise ValueMkt cap + debt − cash | $86M | $2.4B | $377.6B | $83.6B | $104.3B |
| Trailing P/EPrice ÷ TTM EPS | 17.40x | 31.28x | 26.16x | 772.27x | 58.86x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.76x | 16.85x | 24.33x | 95.56x | 45.41x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.82x | 2.34x | — | 1.77x |
| EV / EBITDAEnterprise value multiple | 21.70x | 14.03x | 25.49x | 1069.69x | 46.71x |
| Price / SalesMarket cap ÷ Revenue | 4.45x | 3.38x | 7.14x | 24.06x | 15.57x |
| Price / BookPrice ÷ Book value/share | 3.38x | 1.77x | 10.01x | 22.56x | 86.46x |
| Price / FCFMarket cap ÷ FCF | — | 10.18x | 64.64x | 82.42x | 47.55x |
Profitability & Efficiency
FTNT leads this category, winning 6 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 $4 for DDOG. NTCT carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to KO's 1.33x. On the Piotroski fundamental quality scale (0–9), NTCT scores 7/9 vs FATN's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +22.7% | +6.0% | +41.1% | +3.8% | +155.7% |
| ROA (TTM)Return on assets | +15.2% | +4.2% | +13.1% | +2.1% | +19.4% |
| ROICReturn on invested capital | +11.9% | +7.3% | +15.8% | -0.8% | — |
| ROCEReturn on capital employed | +13.8% | +6.1% | +17.3% | -1.0% | +37.7% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 | 7 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.23x | 0.02x | 1.33x | 0.41x | 0.81x |
| Net DebtTotal debt minus cash | $493,351 | -$547M | $35.2B | $1.1B | -$1.5B |
| Cash & Equiv.Liquid assets | $5M | $586M | $10.3B | $401M | $2.5B |
| Total DebtShort + long-term debt | $6M | $40M | $45.5B | $1.5B | $996M |
| Interest CoverageEBIT ÷ Interest expense | 7.75x | 67.81x | 10.70x | 4.46x | 121.54x |
Total Returns (Dividends Reinvested)
DDOG leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FTNT five years ago would be worth $31,458 today (with dividends reinvested), compared to $13,336 for NTCT. Over the past 12 months, DDOG leads with a +91.2% total return vs FATN's -24.3%. The 3-year compound annual growth rate (CAGR) favors DDOG at 34.1% vs NTCT's 10.5% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +183.3% | +51.4% | +15.8% | +73.2% | +83.7% |
| 1-Year ReturnPast 12 months | -24.3% | +70.3% | +13.7% | +91.2% | +40.1% |
| 3-Year ReturnCumulative with dividends | — | +34.9% | +41.5% | +141.3% | +107.3% |
| 5-Year ReturnCumulative with dividends | — | +33.4% | +59.8% | +150.5% | +214.6% |
| 10-Year ReturnCumulative with dividends | — | +64.2% | +112.2% | +517.0% | +1955.2% |
| CAGR (3Y)Annualised 3-year return | — | +10.5% | +12.3% | +34.1% | +27.5% |
Risk & Volatility
KO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KO is the less volatile stock with a -0.15 beta — it tends to amplify market swings less than FATN's 2.17 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 96.2% from its 52-week high vs FATN's 55.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.17x | 1.07x | -0.15x | 1.32x | 1.03x |
| 52-Week HighHighest price in past year | $10.90 | $43.80 | $82.66 | $278.70 | $150.05 |
| 52-Week LowLowest price in past year | $1.31 | $20.39 | $65.35 | $98.01 | $70.12 |
| % of 52W HighCurrent price vs 52-week peak | +55.9% | +92.8% | +96.2% | +83.1% | +95.3% |
| RSI (14)Momentum oscillator 0–100 | 56.4 | 56.3 | 51.4 | 61.1 | 73.0 |
| Avg Volume (50D)Average daily shares traded | 1.4M | 549K | 12.5M | 5.8M | 5.8M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: FATN as "Buy", NTCT as "Hold", KO as "Buy", DDOG as "Buy", FTNT as "Hold". Consensus price targets imply 8.5% upside for KO (target: $86) vs -32.2% for FTNT (target: $97). KO is the only dividend payer here at 2.56% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $38.00 | $86.29 | $209.58 | $97.05 |
| # AnalystsCovering analysts | 1 | 21 | 48 | 47 | 68 |
| Dividend YieldAnnual dividend ÷ price | — | — | +2.6% | — | — |
| Dividend StreakConsecutive years of raises | — | — | 56 | — | — |
| Dividend / ShareAnnual DPS | — | — | $2.04 | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.6% | +0.2% | 0.0% | +2.2% |
NTCT leads in 1 of 6 categories (Valuation Metrics). FTNT leads in 1 (Profitability & Efficiency). 1 tied.
FATN vs NTCT vs KO vs DDOG vs FTNT: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is FATN or NTCT or KO or DDOG or FTNT a better buy right now?
For growth investors, Datadog, Inc.
(DDOG) is the stronger pick with 27. 7% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). FatPipe, Inc. Common Stock (FATN) offers the better valuation at 17. 4x trailing P/E (20. 8x forward), making it the more compelling value choice. Analysts rate FatPipe, Inc. Common Stock (FATN) a "Buy" — based on 1 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 — FATN or NTCT or KO or DDOG or FTNT?
On trailing P/E, FatPipe, Inc.
Common Stock (FATN) is the cheapest at 17. 4x versus Datadog, Inc. at 772. 3x. On forward P/E, NetScout Systems, Inc. is actually cheaper at 16. 8x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: NetScout Systems, Inc. wins at 0. 44x versus The Coca-Cola Company's 2. 18x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — FATN or NTCT or KO or DDOG or FTNT?
Over the past 5 years, Fortinet, Inc.
(FTNT) delivered a total return of +214. 6%, compared to +33. 4% for NetScout Systems, Inc. (NTCT). Over 10 years, the gap is even starker: FTNT returned +1955% versus NTCT's +64. 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 — FATN or NTCT or KO or DDOG or FTNT?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
15β versus FatPipe, Inc. Common Stock's 2. 17β — meaning FATN is approximately -1568% more volatile than KO relative to the S&P 500. On balance sheet safety, NetScout Systems, Inc. (NTCT) carries a lower debt/equity ratio of 2% versus 133% for The Coca-Cola Company — giving it more financial flexibility in a downturn.
05Which is growing faster — FATN or NTCT or KO or DDOG or FTNT?
By revenue growth (latest reported year), Datadog, Inc.
(DDOG) is pulling ahead at 27. 7% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: FatPipe, Inc. Common Stock grew EPS 133. 3% year-over-year, compared to -41. 2% for Datadog, Inc.. Over a 3-year CAGR, DDOG leads at 26. 9% 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 — FATN or NTCT or KO or DDOG or FTNT?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus 3. 1% for Datadog, 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 -1. 3% for DDOG. At the gross margin level — before operating expenses — FTNT leads at 80. 8%, 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 FATN or NTCT or KO or DDOG or FTNT 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, NetScout Systems, Inc. (NTCT) is the more undervalued stock at a PEG of 0. 44x versus The Coca-Cola Company's 2. 18x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, NetScout Systems, Inc. (NTCT) trades at 16. 8x forward P/E versus 95. 6x for Datadog, Inc. — 78. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KO: 8. 5% to $86. 29.
08Which pays a better dividend — FATN or NTCT or KO or DDOG or FTNT?
In this comparison, KO (2.
6% yield) pays a dividend. FATN, NTCT, DDOG, FTNT do not pay a meaningful dividend and should not be held primarily for income.
09Is FATN or NTCT or KO or DDOG or FTNT better for a retirement portfolio?
For long-horizon retirement investors, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
15), 2. 6% yield, +112. 2% 10Y return). FatPipe, Inc. Common Stock (FATN) carries a higher beta of 2. 17 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between FATN and NTCT and KO and DDOG and FTNT?
These companies operate in different sectors (FATN (Technology) and NTCT (Technology) and KO (Consumer Defensive) and DDOG (Technology) and FTNT (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: FATN is a small-cap high-growth stock; NTCT is a small-cap quality compounder stock; KO is a large-cap quality compounder stock; DDOG is a mid-cap high-growth stock; FTNT is a mid-cap quality compounder stock. KO pays a dividend while FATN, NTCT, DDOG, FTNT 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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