Cellebrite DI (CLBT)vsPalo Alto Networks Inc (PANW)
CLBT
Cellebrite DI
$15.07
+1.48%
TECHNOLOGY · Cap: $3.83B
PANW
Palo Alto Networks Inc
$314.15
-1.52%
TECHNOLOGY · Cap: $273.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2037% more annual revenue ($10.61B vs $496.43M). CLBT leads profitability with a 14.5% profit margin vs 8.0%. CLBT trades at a lower P/E of 54.9x. PANW earns a higher WallStSmart Score of 47/100 (D+).
CLBT
Hold40
out of 100
Grade: F
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.0%
Fair Value
$10.92
Current Price
$15.07
$4.15 premium
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$314.15
$153.37 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
Revenue surging 31.1% year-over-year
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%
Trading at 9.2x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
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, Revenue Growth, EPS Growth. Revenue growth of 31.1% 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 54.9x leaves little room for execution misses.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x leaves little room for execution misses.
Key Dynamics to Monitor
CLBT profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
CLBT carries more volatility with a beta of 1.17 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (47/100 vs 40/100) and 31.1% revenue growth. Both earn "Hold" 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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