The video provides a fundamental analysis of Fortinet (FTNT). The analysis highlights FTNT's revenue growth at a CAGR of approximately 21%, growing from $1.3 billion in 2016 to $6.6 billion in the recent trailing twelve-month period. FTNT is among the revenue leaders in the cybersecurity sector. The video also discusses profitability, focusing on return on invested capital (ROIC). FTNT's most recent trailing twelve-month ROIC is 21.8%. The weighted average cost of capital (WACC) is 10.12%. The analyst calculates an intrinsic value per share of $95.10. The analyst reiterates a buy rating, citing attractive revenue growth and solid return on invested capital.