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FFIV

💻 Technology

F5 Inc. Common Stock

Conservative #75Aggressive #192Moderate RiskHigh 93
$278.55+2.40%
Day High$278.89
Day Low$272.56
Volume1.0M
Mkt Cap$15.8B
52W Low $22452W High $346
Market Cap
$15.6B
P/E Ratio
22.7
Sector avg: 87.8
Rev Growth
9.7%
Sector avg: 14.8%
Earnings Growth
22.2%
Profit Margin
22.4%
Sector avg: -110.0%
Debt/Equity
0.07

Why This Score

FFIV scores 71.5 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 19.3% exceeds the 15% quality threshold.
  • High net margin of 22.4%, indicating pricing power and operational efficiency.
  • Minimal leverage (D/E 0.07) provides financial flexibility and downside protection.
  • High conviction (93/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Minor adjustments (-1.6 points) applied. FFIV's rank of #75 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score71.5
Fundamental Score64.0
ML Score90.0

Score by Horizon

3 Month
75.0
6 Month
83.8
Primary
1 Year
88.3

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
50
Basing
Sentiment (2.5%)
48
Neutral
Analyst (6.4%)
59
Neutral
Tradability (post-hoc)
93
Grade A
Base
69.2
SHAP
+1.4
Factors
+0.9
Conviction
+1.6
Divergence
-1.6
Final
71.5
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

75AVG
Value70
Quality85
Growth75
Stability90
Investment55

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)71.0
Technical (Momentum, Weinstein, Volatility)53.0
External (Sentiment, Analyst, Macro)77.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+3.2% to +8.2%
Medium-term
+5.5% to +13.0%
Long-term
+8.4% to +18.7%

ML Model Core Features100 trained inputs → ML Score: 90

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score59.0/100
Target Upside+22.3%
Coverage61 analysts
Market Sentiment
Sentiment Score48.3/100
News Volume1 articles
Technical Stage
Weinstein Stage1 — Basing
12M Momentum-0.1%
6M Momentum-0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+6.2%
Momentum ConsistencyModerate (0.51)
Relative Strength vs Sector-9.9%
Trend Strength (ADX Proxy)Weak (0.8)
Momentum Quality-0.047
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
18%
Moderate — watch growth
Sector RevGr Rank
P47
Revenue growth vs Technology peers
Sector PE Rank
P51
Valuation vs Technology peers
Sector FCF Rank
P67
Free cash flow vs Technology peers
Growth Deviation
-0.0σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 81 relative to sector peers81/100
Machine learning model ranks this stock at the 90th percentileP90
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +2.4pt (features align with model priorities)
Blend: 91% fund (81.2) + 9% ML (89.9) + SHAP(+2.4) = 84.4
Factor quality: +1.6pt (multi-factor composite)
Risk assessment: moderate. Annualized volatility 8.2%. Max drawdown 26% (-7.2 pts). Price momentum -6% (-0.3 pts)Moderate
Market cap adjustment: +2.0 points ($15.6B market cap)+2.0 pts
Conviction bonus: +2.8pt (conviction=93)
Sector diversity: -12.0pt (Technology over-represented)
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #19 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
FFIV71.522.79.7%22.4%$15.6B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%

Market Sentimentvia FMP

Analyst Consensus
Hold61 analysts
Strong Buy: 1Buy: 23Hold: 34Sell: 3
Price Target
$331consensus
Low $295Median $345High $352
+18.7% to consensus target

Company Overviewvia FMP

F5, Inc. provides multi-cloud application security and delivery solutions for the security, performance, and availability of network applications, servers, and storage systems. The company's multi-cloud application security and delivery solutions enable its customers to develop, deploy, operate, secure, and govern applications in any architecture, from on-premises to the public cloud. It offers application security and delivery products, including BIG-IP appliances and VIPRION chassis and related software modules and software-only Virtual Editions; Local Traffic Manager and DNS Services; Advanced Firewall Manager and Policy Enforcement Manager that leverage the unique performance characteristics of its hardware and software architecture; Application Security Manager and Access Policy Manager; NGINX Plus and NGINX Controller; Shape Defense and Enterprise Defense; Secure Web Gateway, and Silverline DDoS and Application security offerings; and online fraud and abuse prevention solutions. The company also provides a range of professional services, including consulting, training, installation, maintenance, and other technical support services. F5, Inc. sells its products to large enterprise businesses, public sector institutions, governments, and service providers through distributors, value-added resellers, managed service providers, and systems integrators in the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. It has partnerships with public cloud providers, such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform. The company was formerly known as F5 Networks, Inc. and changed its name to F5, Inc. in November 2021. F5, Inc. was incorporated in 1996 and is headquartered in Seattle, Washington.

CEO
Francois Locoh-Donou
Employees
6,114
Beta
1.01
Industry
Software - Infrastructure
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
51.3
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-19.5%
High: $346
From 52W Low
+24.5%
Low: $223.76
Moving Averages
10-Day
$274.50
Above
20-Day
$276.80
Above
50-Day
$269.00
Above
200-Day
$287.00
Below
60-Day Support
$233.96
60-Day Resistance
$303.98
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 1 — BasingScore: 45/100

Stock is building a base after a decline. The 200-day moving average is flattening. Watch for a breakout above the 200-day SMA on increased volume.

Monitor for breakout above 200-day SMA on volume
Transition signal: 1→2
Price vs 200 SMA
-2.9%
200 SMA Slope (60d)
-0.71%
Flattening
Volume Ratio
0.62x
10d avg vs 50d avg
Days in Stage
19
Confidence: 80%

Financial Statementslast 4 quarters via FMP

MetricQ1 2025Q4 2025Q3 2025Q2 2025
Revenue$822M$810M$780M$731M
Gross Profit$671M$666M$632M$590M
Operating Income$214M$206M$196M$159M
Net Income$180M$190M$190M$146M
EPS (Diluted)$3.10$3.26$3.25$2.48
Gross Margin81.5%82.2%81.0%80.7%
Operating Margin26.0%25.4%25.2%21.7%
Net Margin21.9%23.5%24.3%19.9%

Why This Stock

TechnologyP/E ratio of 22.7Profit margin 22.4%Earnings quality grade A

Tradability FilterGrade A — 93/100Score impact: -0.8pt

Volume
100
1.2M avg/day
Dollar Vol
100
$318M/day
Float
82
56M shares
Mkt Cap
83
$15.6B
Range
87
55% spread
Composite Liquidity Score93/100
FDCBA

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
98.8%
Outstanding Shares
57M
Bid-Ask Spread
55.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.