Fortinet Inc vs Zoom Video Communications, Inc. — how do they compare? Fortinet Inc trades at $165.52 (market cap $118.01B), while Zoom Video Communications, Inc. trades at $109.68 (market cap $30.83B). The key difference: Fortinet Inc is far larger — about 3.8× Zoom Video Communications, Inc.'s market cap. Which is the better fit depends on your goals.
| FTNT | ZM | |
|---|---|---|
Market Cap | $118.01B | $30.83B |
Sector | Technology | Technology |
52-Week High | $168.29 | $111.88 |
52-Week Low | $75.23 | $71.86 |
Enterprise Value | $114.44B | $23.17B |
Signals from Pluang's Aura AI — not financial advice
Fortinet (FTNT) trades at $165.44, up 2.19% today, with a bullish technical signal from moving averages and strong fundamental performance. The company reported Q2 2026 EPS of $0.90, beating estimates, and raised 2026 guidance on firewall and SASE demand. Revenue grew to $6.8B in 2025, with a net income margin of 28.17%, though valuation ratios like P/E of 56.83 suggest a premium.
Outlook remains positive with Wall Street consensus price target of $174.50, but risks include high valuation and competitive pressures. Earnings growth and AI security demand are key catalysts, yet investors should monitor execution and market volatility.
Zoom Communications (ZM) trades at $109.84, up 3.56% today, showing strong momentum near its consensus price target of $118.79. The stock exhibits a bullish technical trend with moving averages supporting upside, while RSI levels indicate potential overbought conditions. Fundamentally, the company reported robust Q1 2026 earnings of $1.55 per share, beating estimates, and maintains high profitability with a net income margin of 41.99%. Recent news highlights AI product launches and leadership appointments in APAC to drive growth.
The outlook for ZM is cautiously optimistic, with solid earnings performance and strategic initiatives supporting growth, but risks include insider selling and competitive pressures. Analysts are mixed with 38.8% buy ratings, reflecting balanced sentiment. Investors should weigh strong fundamentals against technical overbought signals and market volatility for near-term positioning.
Trailing returns across standard periods
Latest headlines on both assets
Fortinet is a cybersecurity vendor that sells products, support, and services to small and midsize businesses, enterprises, and government entities. Its products include unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. Services revenue is primarily from FortiGuard security subscriptions and FortiCare technical support. At the end of 2021, products were 38% of revenue and services were 62% of sales. The California-based company sells products worldwide.
Read more on FTNT →Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →