Additionally, in terms of post pandemic recovery, F5 has outperformed Juniper again, with revenues rising from $2.2 billion in FY ’19 (the pre-pandemic FY) to $2.5 billion on an LTM basis (a rise of 14%), compared to Juniper’s revenues which rose from $4.4 billion to $4.6 billion over the same period (a rise of only 5%).į5’s debt-to-equity ratio currently stands at 3.1%, a fraction of Juniper’s current debt-to-equity ratio that stands at 18.4%.
While JNPR has seen revenue fall from $5 billion in FY ’16 $4.6 billion on an LTM basis, F5’s revenues have steadily risen from $2 billion to $2.5 billion over the same period. F5 Networks Is The Clear Winner On Revenue Growth Parts of the analysis are summarized below.ġ. Our dashboard F5 Networks vs Juniper Networks: Industry Peers Which Stock Is A Better Bet? has more details on this. Let’s step back to look at the fuller picture of the relative valuation of the two companies by looking at historical revenue growth as well as operating income and operating margin growth. Having said that, there is more to the comparison, which makes FFIV a better bet than JNPR, especially at these valuations. However, JNPR has seen revenue slide from $5 billion in FY ’16 to $4.6 billion on an LTM basis, with EBIT margins dropping to less than a third, from 17.8% to 4.8% over the same period.
While, FFIV has seen a stable rise in revenues from $2 billion in FY ’16 to $2.5 billion on an LTM basis (FFIV’s fiscal years ends in September), its EBIT margins have slipped from 27.4% to 14.4% over the same period. While both companies have benefited from the pandemic due to a general rise in demand for networking security and products, both have also seen a steady decline in margins over the years due to rising costs and lower average selling prices. Does this gap in the companies’ valuations make sense? We don’t think so. Further, FFIV has a P/EBIT ratio of 33.5x, much lower than JNPR’s 42x.
FFIV stock trades at about 41x trailing earnings, slightly lower than JNPR, whose P/E multiple stands at 45x. currently is a better pick compared to Juniper Networks Inc. (Photo Illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images BRAZIL - 5: In this photo illustration the F5 Networks website seen displayed on a.
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