PC Connection Inc (CNXN)vsPalo Alto Networks Inc (PANW)
CNXN
PC Connection Inc
$72.15
+0.89%
TECHNOLOGY · Cap: $1.80B
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 242% more annual revenue ($9.89B vs $2.89B). PANW leads profitability with a 13.0% profit margin vs 3.0%. CNXN appears more attractively valued with a PEG of 1.77. PANW earns a higher WallStSmart Score of 57/100 (C).
CNXN
Buy55
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 CNXN.
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
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 33.3% YoY
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
3.0% revenue growth
Smaller company, higher risk/reward
3.0% margin — thin
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 : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book.
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 : CNXN
The primary concerns for CNXN are PEG Ratio, Revenue Growth, Market Cap. Thin 3.0% margins leave little buffer for downturns.
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
CNXN carries more volatility with a beta of 0.86 — 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 ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (57/100 vs 55/100) and 14.9% revenue growth. 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.
PC Connection Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
PC Connection, Inc., provides a range of information technology (IT) solutions. The company is headquartered in Merrimack, New Hampshire.
Visit Website →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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