WallStSmart

Alarum Technologies Ltd. (ALAR)vsPalo Alto Networks Inc (PANW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Palo Alto Networks Inc generates 27151% more annual revenue ($9.89B vs $36.30M). PANW leads profitability with a 13.0% profit margin vs 3.3%. ALAR trades at a lower P/E of 31.5x. PANW earns a higher WallStSmart Score of 58/100 (C).

ALAR

Hold

37

out of 100

Grade: F

Growth: 7.3Profit: 3.5Value: 5.7Quality: 5.0

PANW

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 7.0Value: 2.0Quality: 5.0
Piotroski: 1/9Altman Z: 1.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALARSignificantly Overvalued (-415.4%)

Margin of Safety

-415.4%

Fair Value

$1.36

Current Price

$5.99

$4.63 premium

UndervaluedFair: $1.36Overvalued
PANWSignificantly Overvalued (-81.9%)

Margin of Safety

-81.9%

Fair Value

$84.24

Current Price

$153.22

$68.98 premium

UndervaluedFair: $84.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALAR1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
80.9%10/10

Revenue surging 80.9% year-over-year

PANW3 strengths · Avg: 9.7/10
EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Market CapQuality
$128.28B9/10

Large-cap with strong market position

Areas to Watch

ALAR4 concerns · Avg: 3.5/10
P/E RatioValuation
31.5x4/10

Premium valuation, high expectations priced in

Price/BookValuation
13.6x4/10

Trading at 13.6x book value

Market CapQuality
$45.64M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.3%3/10

ROE of 4.3% — below average capital efficiency

PANW4 concerns · Avg: 2.8/10
Price/BookValuation
11.5x4/10

Trading at 11.5x book value

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
2.962/10

Expensive relative to growth rate

P/E RatioValuation
87.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ALAR

The strongest argument for ALAR centers on Revenue Growth. Revenue growth of 80.9% demonstrates continued momentum.

Bull Case : PANW

The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.

Bear Case : ALAR

The primary concerns for ALAR are P/E Ratio, Price/Book, Market Cap. Thin 3.3% margins leave little buffer for downturns.

Bear Case : PANW

The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 87.3x 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 0.82 — expect wider price swings.

ALAR is growing revenue faster at 80.9% — sustainability is the question.

PANW generates stronger free cash flow (470M), providing more financial flexibility.

Bottom Line

PANW scores higher overall (58/100 vs 37/100) and 14.9% revenue growth. 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.

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