Dropbox Inc (DBX)vsPalo Alto Networks Inc (PANW)
DBX
Dropbox Inc
$33.90
-5.86%
TECHNOLOGY · Cap: $7.83B
PANW
Palo Alto Networks Inc
$371.76
+0.76%
TECHNOLOGY · Cap: $270.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 353% more annual revenue ($11.48B vs $2.53B). DBX leads profitability with a 17.5% profit margin vs 2.7%. PANW appears more attractively valued with a PEG of 1.73. PANW earns a higher WallStSmart Score of 51/100 (C-).
DBX
Hold50
out of 100
Grade: D+
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.1%
Fair Value
$31.76
Current Price
$33.90
$2.14 discount
Margin of Safety
+27.4%
Fair Value
$500.75
Current Price
$371.76
$128.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Strong operational efficiency at 26.1%
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
0.9% revenue growth
Expensive relative to growth rate
Earnings declined 6.7%
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 11.0x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : DBX
The strongest argument for DBX centers on Debt/Equity, Operating Margin. Profitability is solid with margins at 17.5% and operating margin at 26.1%.
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 : DBX
The primary concerns for DBX are Revenue Growth, PEG Ratio, EPS Growth.
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
DBX profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.
PANW 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
PANW scores higher overall (51/100 vs 50/100) and 34.4% revenue growth. DBX offers better value entry with a 23.1% margin of safety. 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.
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.
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