A10 Network (ATEN)vsPalo Alto Networks Inc (PANW)
ATEN
A10 Network
$30.57
-3.56%
TECHNOLOGY · Cap: $2.17B
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 3204% more annual revenue ($9.89B vs $299.42M). ATEN leads profitability with a 14.9% profit margin vs 13.0%. PANW appears more attractively valued with a PEG of 5.04. PANW earns a higher WallStSmart Score of 57/100 (C).
ATEN
Buy57
out of 100
Grade: C
PANW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATEN.
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
Every $100 of equity generates 20 in profit
Earnings expanding 29.4% YoY
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 9.9x book value
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
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 : ATEN
The strongest argument for ATEN centers on Return on Equity, EPS Growth. Revenue growth of 13.4% 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 : ATEN
The primary concerns for ATEN are Price/Book, Altman Z-Score, Piotroski F-Score. A P/E of 49.4x leaves little room for execution misses.
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
ATEN carries more volatility with a beta of 1.17 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ATEN scores higher overall (57/100 vs 57/100) and 13.4% revenue growth. PANW offers better value entry with a 39.7% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
A10 Network
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
A10 Networks, Inc. offers network solutions in the United States, Japan, other Asia Pacific countries, and EMEA. The company is headquartered in San Jose, California.
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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