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Stock Comparison · Structural lead, mixed market

F5 vs International Business Machines: Which Stock Looks Stronger in 2026?

The structural profiles are close, with International Business Machines carrying a narrow edge on growth. F5 still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-07-05

Growth drives the lead, while profitability keeps the result from looking one-sided.

Trajectory Similarity
0.74
Similar
Peer-set rank: #7
within F5, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The clearest structural overlap shows up in revenue stability and investment intensity.

Similarity drivers
revenue stabilityinvestment intensity
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
FFIV
F5, Inc.
50
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
IBM
International Business Machines Corporation
53
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: FFIV vs IBM Profitability 50 20 Stability 68 69 Valuation 51 65 Growth 31 68 FFIV IBM
Gap Ranking
#1 Growth +37
#2 Profitability +30
#3 Valuation +14
#4 Stability +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for FFIV and IBM Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer FFIVIBM Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against F5, Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where FFIV and IBM each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY FFIV Elevated · above norm 0th 50th 100th 5 pct gap IBM Elevated · below norm 0th 50th 100th 99th 94th
FFIV (99th percentile) and IBM (94th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
International Business Machines Corporation ranks near the top of the group on growth; F5, Inc. sits in the weaker half.
Profitability
F5, Inc. sits in the stronger part of the group on profitability, while International Business Machines Corporation is closer to mid-pack.
Growth — Dominant Gap
FFIV
31
IBM
68
Gap+37in favour of IBM

The clearest distance comes from a stronger growth profile.

What keeps the gap from being one-sided

Profitability still favours F5, with a 8.2-point operating margin advantage keeping the comparison from looking fully resolved.

What this means for the comparison

Growth is the clearest driver of the lead, with profitability adding further support — though profitability still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the FFIV vs IBM comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how FFIV and IBM each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.