WallStSmart

Akamai Technologies Inc (AKAM)vsPalo Alto Networks Inc (PANW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Palo Alto Networks Inc generates 166% more annual revenue ($11.48B vs $4.32B). AKAM leads profitability with a 9.5% profit margin vs 2.7%. AKAM appears more attractively valued with a PEG of 1.07. PANW earns a higher WallStSmart Score of 51/100 (C-).

AKAM

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 6.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.56

PANW

Buy

51

out of 100

Grade: C-

Growth: 9.3Profit: 4.5Value: 5.3Quality: 4.8
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AKAMUndervalued (+27.2%)

Margin of Safety

+27.2%

Fair Value

$152.06

Current Price

$106.79

$45.27 discount

UndervaluedFair: $152.06Overvalued
PANWUndervalued (+34.1%)

Margin of Safety

+34.1%

Fair Value

$501.81

Current Price

$330.65

$171.16 discount

UndervaluedFair: $501.81Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AKAM0 strengths · Avg: 0/10

No standout strengths identified

PANW4 strengths · Avg: 10.0/10
Market CapQuality
$270.47B10/10

Mega-cap, among the largest globally

Revenue GrowthGrowth
34.4%10/10

Revenue surging 34.4% year-over-year

EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Areas to Watch

AKAM4 concerns · Avg: 3.5/10
P/E RatioValuation
38.3x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.564/10

Distress zone — elevated risk

Debt/EquityHealth
1.973/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PANW4 concerns · Avg: 3.5/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

Price/BookValuation
9.8x4/10

Trading at 9.8x book value

Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : AKAM

PEG of 1.07 suggests the stock is reasonably priced for its growth.

Bull Case : PANW

The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.

Bear Case : AKAM

The primary concerns for AKAM are P/E Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 1.97 is elevated, increasing financial risk.

Bear Case : PANW

The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

AKAM profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.

PANW carries more volatility with a beta of 0.91 — expect wider price swings.

PANW is growing revenue faster at 34.4% — sustainability is the question.

PANW generates stronger free cash flow (788M), providing more financial flexibility.

Bottom Line

PANW scores higher overall (51/100 vs 48/100) and 34.4% revenue growth. AKAM offers better value entry with a 27.2% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Akamai Technologies Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Akamai Technologies, Inc. is a global content delivery network (CDN), cybersecurity, and cloud service company, providing web and Internet security services.

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Palo Alto Networks Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.

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