Dropbox Inc (DBX)vsPalo Alto Networks Inc (PANW)
DBX
Dropbox Inc
$22.70
-1.82%
TECHNOLOGY · Cap: $5.79B
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 292% more annual revenue ($9.89B vs $2.52B). DBX leads profitability with a 20.2% profit margin vs 13.0%. PANW appears more attractively valued with a PEG of 2.96. PANW earns a higher WallStSmart Score of 58/100 (C).
DBX
Buy58
out of 100
Grade: C
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.0%
Fair Value
$87.05
Current Price
$22.70
$64.35 discount
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 24.9%
Earnings expanding 27.2% YoY
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Revenue declined 1.2%
Distress zone — elevated risk
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DBX
The strongest argument for DBX centers on Profit Margin, P/E Ratio, Operating Margin. Profitability is solid with margins at 20.2% and operating margin at 24.9%.
Bull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : DBX
The primary concerns for DBX are PEG Ratio, Revenue Growth, Altman Z-Score.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 87.3x leaves little room for execution misses.
Key Dynamics to Monitor
DBX profiles as a declining stock while PANW is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.82 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
DBX scores higher overall (58/100 vs 58/100), backed by strong 20.2% margins. 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.
Dropbox Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Dropbox, Inc. provides a worldwide collaboration platform. The company is headquartered in San Francisco, 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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?