Fortive Corp vs Trimble Inc

Fortive Corp (FTV) is overvalued and Trimble Inc (TRMB) is overvalued.

Both trade above our estimate of their intrinsic value. TRMB is the closer of the two: -75%, against -170% for FTV.

Values as of the 22 Sept 2026 close.

Fortive Corp (FTV)

Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $20.74; the price of $55.95 is 170% above that value, and 74% of that value comes from beyond year five.

Leak Score 27/100 on 3 of 12 signals

Trimble Inc (TRMB)

Discounting its cash flows at 10.6% (average of 2 methods) values the shares at $33.92; the price of $59.30 is 75% above that value, and 70% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

MetricFTVTRMB
VerdictOvervaluedOvervalued
Price$55.95$59.30
Intrinsic value$20.74$33.92
Margin of safety-170%-75%
Leak Score27/100 (3/12)0/100 (2/12)
Market cap$16.9B$13.8B
Revenue growth, 5 years-2.1%2.6%
Operating margin18.2%18.7%
Net margin12.4%-2.8%
Return on equity7.3%-1.9%
Debt to equity0.580.29
P/E33.0x
Forward P/E17.2x14.4x
P/B2.8x2.7x
Dividend yield0.4%

All stocks in Scientific & Technical Instruments