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FFIV

9/9 Score

F5, Inc.

Analysis Date: February 21, 2026

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.

Buffettology Criteria

All 9 of 9 criteria passed

  • High ROE

    Return on Equity > 12%

    Value: 20.3%

  • High ROIC

    Return on Invested Capital > 9%

    Value: 14.1%

  • Cash Machine

    FCF / Assets > 5%

    Value: 14.3%

  • Fair Valuation

    Earnings Yield > 3.5%

    Value: 4.4%

  • Share Buybacks

    Share Count is Dropping

    Value: -1.4%

  • Defensible Moat

    Gross Profit Margin > 40%

    Value: 81.4%

  • Simple Business

    Not in a speculative sector (e.g., Biotech)

    Value: Technology

  • Conservative Debt

    Debt to Equity < 1.5

    Value: 0.14x

  • Consistent Growth

    5-Year Growth is Positive

    Value: 136.9%

Analysis Summary

FFIV presents a compelling picture, indeed. The company demonstrates robust profitability with strong ROE and ROIC, and its competitive moat appears formidable, protecting its earnings power. With conservative debt levels and consistent growth, this looks like a business that could be a long-term winner.

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