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FFIV vs RBBN
Revenue, margins, valuation, and 5-year total return — side by side.
Telecommunications Services
FFIV vs RBBN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Infrastructure | Telecommunications Services |
| Market Cap | $19.27B | $471M |
| Revenue (TTM) | $3.22B | $826M |
| Net Income (TTM) | $708M | $31M |
| Gross Margin | 81.9% | 48.7% |
| Operating Margin | 24.6% | -0.7% |
| Forward P/E | 20.7x | 20.6x |
| Total Debt | $493M | $405M |
| Cash & Equiv. | $1.34B | $96M |
FFIV vs RBBN — 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% |
| Ribbon Communicatio… (RBBN) | 100 | 60.9 | -39.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FFIV vs RBBN
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 RBBN's -67.7%
RBBN is the clearest fit if your priority is value.
- Lower P/E (20.6x vs 20.7x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.7% revenue growth vs RBBN's 1.3% | |
| Value | Lower P/E (20.6x vs 20.7x) | |
| Quality / Margins | 22.0% margin vs RBBN's 3.8% | |
| Stability / Safety | Beta 1.03 vs RBBN's 1.49, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +28.8% vs RBBN's -13.8% | |
| Efficiency (ROA) | 11.2% ROA vs RBBN's 2.7%, ROIC 21.8% vs 2.1% |
FFIV vs RBBN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FFIV vs RBBN — 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 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FFIV is the larger business by revenue, generating $3.2B annually — 3.9x RBBN's $826M. FFIV is the more profitable business, keeping 22.0% of every revenue dollar as net income compared to RBBN's 3.8%. On growth, FFIV holds the edge at +11.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.2B | $826M |
| EBITDAEarnings before interest/tax | $867M | $40M |
| Net IncomeAfter-tax profit | $708M | $31M |
| Free Cash FlowCash after capex | $963M | $17M |
| Gross MarginGross profit ÷ Revenue | +81.9% | +48.7% |
| Operating MarginEBIT ÷ Revenue | +24.6% | -0.7% |
| Net MarginNet income ÷ Revenue | +22.0% | +3.8% |
| FCF MarginFCF ÷ Revenue | +29.9% | +2.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.0% | -10.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +4.0% | -33.3% |
Valuation Metrics
RBBN leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 12.2x trailing earnings, RBBN trades at a 58% valuation discount to FFIV's 28.9x P/E. On an enterprise value basis, RBBN's 9.6x EV/EBITDA is more attractive than FFIV's 21.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $19.3B | $471M |
| Enterprise ValueMkt cap + debt − cash | $18.4B | $779M |
| Trailing P/EPrice ÷ TTM EPS | 28.90x | 12.18x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.69x | 20.62x |
| PEG RatioP/E ÷ EPS growth rate | 1.55x | — |
| EV / EBITDAEnterprise value multiple | 21.46x | 9.55x |
| Price / SalesMarket cap ÷ Revenue | 6.24x | 0.56x |
| Price / BookPrice ÷ Book value/share | 5.57x | 1.07x |
| Price / FCFMarket cap ÷ FCF | 21.26x | 18.06x |
Profitability & Efficiency
FFIV leads this category, winning 7 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 $8 for RBBN. FFIV carries lower financial leverage with a 0.14x debt-to-equity ratio, signaling a more conservative balance sheet compared to RBBN's 0.90x. On the Piotroski fundamental quality scale (0–9), FFIV scores 8/9 vs RBBN's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +19.9% | +7.9% |
| ROA (TTM)Return on assets | +11.2% | +2.7% |
| ROICReturn on invested capital | +21.8% | +2.1% |
| ROCEReturn on capital employed | +17.3% | +2.4% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.14x | 0.90x |
| Net DebtTotal debt minus cash | -$852M | $309M |
| Cash & Equiv.Liquid assets | $1.3B | $96M |
| Total DebtShort + long-term debt | $493M | $405M |
| Interest CoverageEBIT ÷ Interest expense | — | -0.02x |
Total Returns (Dividends Reinvested)
FFIV leads this category, winning 6 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 $4,048 for RBBN. Over the past 12 months, FFIV leads with a +28.8% total return vs RBBN's -13.8%. The 3-year compound annual growth rate (CAGR) favors FFIV at 36.2% vs RBBN's 0.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +32.9% | -7.6% |
| 1-Year ReturnPast 12 months | +28.8% | -13.8% |
| 3-Year ReturnCumulative with dividends | +152.5% | +1.5% |
| 5-Year ReturnCumulative with dividends | +87.3% | -59.5% |
| 10-Year ReturnCumulative with dividends | +238.9% | -67.7% |
| CAGR (3Y)Annualised 3-year return | +36.2% | +0.5% |
Risk & Volatility
FFIV leads this category, winning 2 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 RBBN's 1.49 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FFIV currently trades 98.6% from its 52-week high vs RBBN's 62.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.03x | 1.49x |
| 52-Week HighHighest price in past year | $346.00 | $4.29 |
| 52-Week LowLowest price in past year | $223.76 | $1.80 |
| % of 52W HighCurrent price vs 52-week peak | +98.6% | +62.5% |
| RSI (14)Momentum oscillator 0–100 | 68.9 | 56.3 |
| Avg Volume (50D)Average daily shares traded | 713K | 888K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates FFIV as "Hold" and RBBN as "Buy". Consensus price targets imply 30.6% upside for RBBN (target: $4) vs -8.9% for FFIV (target: $311).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $310.67 | $3.50 |
| # AnalystsCovering analysts | 61 | 8 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.6% | +1.9% |
FFIV leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). RBBN leads in 1 (Valuation Metrics).
FFIV vs RBBN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FFIV or RBBN a better buy right now?
For growth investors, F5, Inc.
(FFIV) is the stronger pick with 9. 7% revenue growth year-over-year, versus 1. 3% for Ribbon Communications Inc. (RBBN). Ribbon Communications Inc. (RBBN) offers the better valuation at 12. 2x trailing P/E (20. 6x forward), making it the more compelling value choice. Analysts rate Ribbon Communications Inc. (RBBN) a "Buy" — based on 8 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 RBBN?
On trailing P/E, Ribbon Communications Inc.
(RBBN) is the cheapest at 12. 2x versus F5, Inc. at 28. 9x. On forward P/E, Ribbon Communications Inc. is actually cheaper at 20. 6x.
03Which is the better long-term investment — FFIV or RBBN?
Over the past 5 years, F5, Inc.
(FFIV) delivered a total return of +87. 3%, compared to -59. 5% for Ribbon Communications Inc. (RBBN). Over 10 years, the gap is even starker: FFIV returned +238. 9% versus RBBN's -67. 7%. 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 RBBN?
By beta (market sensitivity over 5 years), F5, Inc.
(FFIV) is the lower-risk stock at 1. 03β versus Ribbon Communications Inc. 's 1. 49β — meaning RBBN is approximately 45% more volatile than FFIV relative to the S&P 500. On balance sheet safety, F5, Inc. (FFIV) carries a lower debt/equity ratio of 14% versus 90% for Ribbon Communications Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — FFIV or RBBN?
By revenue growth (latest reported year), F5, Inc.
(FFIV) is pulling ahead at 9. 7% versus 1. 3% for Ribbon Communications Inc. (RBBN). On earnings-per-share growth, the picture is similar: Ribbon Communications Inc. grew EPS 171. 0% year-over-year, compared to 23. 6% for F5, 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 RBBN?
F5, Inc.
(FFIV) is the more profitable company, earning 22. 4% net margin versus 4. 7% for Ribbon Communications 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 2. 4% for RBBN. 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 RBBN more undervalued right now?
On forward earnings alone, Ribbon Communications Inc.
(RBBN) trades at 20. 6x forward P/E versus 20. 7x for F5, Inc. — 0. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RBBN: 30. 6% to $3. 50.
08Which pays a better dividend — FFIV or RBBN?
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 RBBN 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%, RBBN: -67. 7%), 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 RBBN?
These companies operate in different sectors (FFIV (Technology) and RBBN (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: FFIV is a mid-cap quality compounder stock; RBBN is a small-cap deep-value stock. 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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