Alarum Technologies Ltd. (ALAR)vsPalo Alto Networks Inc (PANW)
ALAR
Alarum Technologies Ltd.
$8.91
-8.43%
TECHNOLOGY · Cap: $73.56M
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 24176% more annual revenue ($9.89B vs $40.76M). PANW leads profitability with a 13.0% profit margin vs 2.4%. ALAR trades at a lower P/E of 100.2x. PANW earns a higher WallStSmart Score of 57/100 (C).
ALAR
Hold35
out of 100
Grade: F
PANW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.7%
Fair Value
$21.05
Current Price
$8.91
$12.14 discount
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 60.4% year-over-year
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 19.8x book value
Smaller company, higher risk/reward
ROE of 3.4% — below average capital efficiency
2.4% margin — thin
ROE of 3.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ALAR
The strongest argument for ALAR centers on Revenue Growth, Debt/Equity. Revenue growth of 60.4% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : ALAR
The primary concerns for ALAR are Price/Book, Market Cap, Return on Equity. A P/E of 100.2x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 256.2x leaves little room for execution misses.
Key Dynamics to Monitor
ALAR profiles as a hypergrowth stock while PANW is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.77 — expect wider price swings.
ALAR is growing revenue faster at 60.4% — sustainability is the question.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (57/100 vs 35/100) and 14.9% revenue growth. ALAR offers better value entry with a 66.7% 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.
Alarum Technologies Ltd.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Alarum Technologies Ltd. provides cybersecurity and privacy solutions to consumers and enterprises in Israel, the United States, Hong Kong, the Asia Pacific, and internationally. The company is headquartered in Tel Aviv-Yafo, Israel.
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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?