Broadridge Financial Solutions Inc (BR)vsPalo Alto Networks Inc (PANW)
BR
Broadridge Financial Solutions Inc
$163.13
-0.73%
TECHNOLOGY · Cap: $19.50B
PANW
Palo Alto Networks Inc
$363.58
-3.06%
TECHNOLOGY · Cap: $270.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 54% more annual revenue ($11.48B vs $7.48B). BR leads profitability with a 15.0% profit margin vs 2.7%. PANW appears more attractively valued with a PEG of 1.73. BR earns a higher WallStSmart Score of 62/100 (C+).
BR
Buy62
out of 100
Grade: C+
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.1%
Fair Value
$139.57
Current Price
$163.13
$23.56 premium
Margin of Safety
+27.4%
Fair Value
$500.75
Current Price
$363.58
$137.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Attractively priced relative to earnings
Strong operational efficiency at 24.6%
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Expensive relative to growth rate
Trading at 10.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BR
The strongest argument for BR centers on Return on Equity, P/E Ratio, Operating Margin.
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 : BR
The primary concerns for BR are PEG Ratio, Debt/Equity.
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
BR profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.
BR 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 (1.3B), providing more financial flexibility.
Bottom Line
BR scores higher overall (62/100 vs 51/100). PANW offers better value entry with a 27.4% 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.
Broadridge Financial Solutions Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Broadridge Financial Solutions is a public corporate services company founded in 2007 as a spin-off from Automatic Data Processing. The main business of Broadridge is as a service provider supplying public companies with proxy statements, annual reports and other financial documents, and shareholder communications solutions, such as virtual annual meetings.
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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