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NTCT vs TENB

NTCT
NetScout Systems, Inc.
NEUTRAL
Price
$32.40
Market Cap
$2.34B
Sector
Technology
AI Confidence
80%
TENB
Tenable Holdings, Inc.
NEUTRAL
Price
$19.52
Market Cap
$2.33B
Sector
Technology
AI Confidence
80%

Valuation

P/E Ratio
NTCT
24.36
TENB
--
Forward P/E
NTCT
12.88
TENB
9.39
P/B Ratio
NTCT
1.43
TENB
7.09
P/S Ratio
NTCT
2.72
TENB
2.33
EV/EBITDA
NTCT
10.61
TENB
69.13

Profitability

Gross Margin
NTCT
79.25%
TENB
78.09%
Operating Margin
NTCT
25.67%
TENB
5.11%
Profit Margin
NTCT
11.13%
TENB
-3.61%
ROE
NTCT
6.07%
TENB
-9.95%
ROA
NTCT
3.13%
TENB
0.6%

Growth

Revenue Growth
NTCT
-0.5%
TENB
10.5%
Earnings Growth
NTCT
11.9%
TENB
--

Financial Health

Debt/Equity
NTCT
0.03
TENB
1.28
Current Ratio
NTCT
1.94
TENB
0.95
Quick Ratio
NTCT
1.82
TENB
0.84

Dividends

Dividend Yield
NTCT
--
TENB
--
Payout Ratio
NTCT
0.0%
TENB
0.0%

AI Verdict

NTCT NEUTRAL

NTCT presents a stable financial profile with a Piotroski F-Score of 4/9 and a pristine balance sheet characterized by negligible debt (D/E 0.03). While the stock is trading near its intrinsic value of $33.05 and significantly above its Graham Number of $26.08, the valuation is supported by a strong forward P/E of 12.88. However, the bullish fundamental health is countered by stagnant revenue growth (-0.50% YoY) and heavily bearish insider sentiment. The current price reflects a significant 1-year rally (+60.7%), but the technical trend has turned sharply bearish (10/100), suggesting the stock may be peaking.

Strengths
Extremely low leverage with a Debt/Equity ratio of 0.03
High profitability margins (Gross Margin 79.25%, Operating Margin 25.67%)
Consistent track record of earnings beats (3/4 last 4 quarters)
Risks
Stagnant top-line growth with negative YoY and Q/Q revenue growth
Strongly bearish insider activity (10 sell transactions, 0 buys)
Bearish technical trend (10/100) following a massive 1-year run
TENB NEUTRAL

Tenable (TENB) presents a classic 'value vs. momentum' conflict. While the Piotroski F-Score of 4/9 indicates stable but mediocre financial health and the technical trend is heavily bearish, the valuation metrics are highly attractive with a Forward P/E of 9.39 and a PEG ratio of 0.99. The company demonstrates an exceptional track record of earnings beats over 25 quarters, yet this has not translated into share price appreciation. The assessment is neutral because the strong fundamental valuation is currently offset by poor price action and liquidity concerns.

Strengths
Exceptional earnings track record with consistent beats over 25 quarters
Very attractive valuation with a Forward P/E of 9.39
Strong Gross Margins at 78.09%, typical of scalable software models
Risks
Negative net profit margin (-3.61%) and negative ROE (-9.95%)
Liquidity risk indicated by a Current Ratio of 0.95 (below 1.0)
Severe long-term price erosion (5Y Change: -51.3%)

Compare Another Pair

NTCT vs TENB: Head-to-Head Comparison

This page compares NetScout Systems, Inc. (NTCT) and Tenable Holdings, Inc. (TENB) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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