Which is better, FOUR or FTNT?

On the Buffett-Fit framework, Fortinet, Inc. (FTNT) currently grades higher than FOUR — 71/100 (B grade) vs 51/100 (C). That said, "better" depends on which framework you trust — FOUR wins on Peter Lynch; FTNT wins on Warren Buffett, Benjamin Graham, Philip Fisher, Joel Greenblatt, Charlie Munger, and Terry Smith. The full pillar breakdown is on this page.

Should I buy FOUR or FTNT?

This page is an educational comparison, not investment advice. Both FOUR and FTNT are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is FOUR better than FTNT for value investing?

On the Buffett-style value-investing framework, FTNT currently grades higher — 71/100 vs 51/100, a 20-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between FOUR and FTNT on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). FOUR currently scores 51/100 (C grade); FTNT scores 71/100 (B grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, FOUR or FTNT?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. FOUR and FTNT are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, FOUR or FTNT?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are FOUR and FTNT both Technology stocks?

Yes — both Shift4 Payments, Inc. (FOUR) and Fortinet, Inc. (FTNT) operate in the Technology sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this FOUR vs FTNT comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

Shift4 Payments

FOUR$3.83BTechnology Market cap, Sector

Fortinet

FTNT$89.95BTechnology Market cap, Sector

Overall winner

Fortinet

FOUR 16 FTNT

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

Fit scores by strategy

FOUR1wins

6winsFTNT

Warren Buffett

51D

B71

Benjamin Graham

51D

B72

Philip Fisher

50D

A85

Peter Lynch

78B

C65

Joel Greenblatt

33F

C69

Charlie Munger

43F

B72

Terry Smith

42F

B77

Side-by-side metrics

Metric	FOUR	FTNT
Market cap	$3.83B	$89.95B Winner
P/E (TTM)	Winner: 30.3x	46.4x
EV/EBIT	Winner: 22.6x	42.4x
ROIC (TTM)	4.31%	33.92% Winner
Gross margin	35.11%	80.67% Winner
Net margin	2.29%	27.49% Winner
Revenue CAGR 5y	Winner: 32.22%	19.43%
EPS CAGR 5y	-	34.75%
Debt / Equity	2.8x	0.5x Winner
Dividend yield	0.0%	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

FOUR leads on

EV/EBIT22.6xvs 42.4x+47%
Revenue CAGR 5y32.22%vs 19.43%+40%
P/E (TTM)30.3xvs 46.4x+35%

FTNT leads on

Market cap$89.95Bvs $3.83B+96%
Net margin27.49%vs 2.29%+92%
ROIC (TTM)33.92%vs 4.31%+87%
Debt / Equity0.5xvs 2.8x+82%

More like FOUR

FOUR vs FICO FOUR vs CAMS.BO FOUR vs TNE.AX FOUR vs 4071.T

More like FTNT

FTNT vs FICO FTNT vs CAMS.BO FTNT vs TNE.AX FTNT vs 4071.T

Read the full Buffett-Brain analysis for FOUR Read the full Buffett-Brain analysis for FTNT

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

Stock comparison

Shift4 Payments

FOUR$3.83BTechnology Market cap, Sector

Fortinet

FTNT$89.95BTechnology Market cap, Sector

Overall winner

Fortinet

FOUR 16 FTNT

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

Fit scores by strategy

FOUR1wins

6winsFTNT

Warren Buffett

51D

B71

Benjamin Graham

51D

B72

Philip Fisher

50D

A85

Peter Lynch

78B

C65

Joel Greenblatt

33F

C69

Charlie Munger

43F

B72

Terry Smith

42F

B77

Side-by-side metrics

Metric	FOUR	FTNT
Market cap	$3.83B	$89.95B Winner
P/E (TTM)	Winner: 30.3x	46.4x
EV/EBIT	Winner: 22.6x	42.4x
ROIC (TTM)	4.31%	33.92% Winner
Gross margin	35.11%	80.67% Winner
Net margin	2.29%	27.49% Winner
Revenue CAGR 5y	Winner: 32.22%	19.43%
EPS CAGR 5y	-	34.75%
Debt / Equity	2.8x	0.5x Winner
Dividend yield	0.0%	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

FOUR leads on

EV/EBIT22.6xvs 42.4x+47%
Revenue CAGR 5y32.22%vs 19.43%+40%
P/E (TTM)30.3xvs 46.4x+35%

FTNT leads on

Market cap$89.95Bvs $3.83B+96%
Net margin27.49%vs 2.29%+92%
ROIC (TTM)33.92%vs 4.31%+87%
Debt / Equity0.5xvs 2.8x+82%

More like FOUR

FOUR vs FICO FOUR vs CAMS.BO FOUR vs TNE.AX FOUR vs 4071.T

More like FTNT

FTNT vs FICO FTNT vs CAMS.BO FTNT vs TNE.AX FTNT vs 4071.T

Read the full Buffett-Brain analysis for FOUR Read the full Buffett-Brain analysis for FTNT

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.