Cellebrite DI (CLBT)vsPalo Alto Networks Inc (PANW)
CLBT
Cellebrite DI
$14.29
0.00%
TECHNOLOGY · Cap: $3.20B
PANW
Palo Alto Networks Inc
$272.05
+0.03%
TECHNOLOGY · Cap: $241.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1893% more annual revenue ($9.89B vs $496.43M). CLBT leads profitability with a 14.5% profit margin vs 13.0%. CLBT trades at a lower P/E of 45.9x. PANW earns a higher WallStSmart Score of 57/100 (C).
CLBT
Hold40
out of 100
Grade: F
PANW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-64.0%
Fair Value
$7.83
Current Price
$14.29
$6.46 premium
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
Conservative balance sheet, low leverage
19.3% revenue growth
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 42.9%
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 : CLBT
The strongest argument for CLBT centers on Debt/Equity, Revenue Growth. Revenue growth of 19.3% 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 : CLBT
The primary concerns for CLBT are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 45.9x 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
CLBT profiles as a growth stock while PANW is a value play — different risk/reward profiles.
CLBT carries more volatility with a beta of 1.17 — expect wider price swings.
CLBT is growing revenue faster at 19.3% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (57/100 vs 40/100) 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.
Cellebrite DI
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Cellebrite DI Ltd. provides digital intelligence solutions for the public and private sectors globally. The company is headquartered in Petah Tikva, 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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