EverCommerce Inc (EVCM)vsPalo Alto Networks Inc (PANW)
EVCM
EverCommerce Inc
$11.63
+7.49%
TECHNOLOGY · Cap: $2.09B
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 1580% more annual revenue ($9.89B vs $588.91M). PANW leads profitability with a 13.0% profit margin vs 3.0%. EVCM appears more attractively valued with a PEG of 0.54. PANW earns a higher WallStSmart Score of 58/100 (C).
EVCM
Hold49
out of 100
Grade: D+
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1402.9%
Fair Value
$0.68
Current Price
$11.63
$10.95 premium
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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
0.0% earnings growth
ROE of 2.5% — below average capital efficiency
3.0% margin — thin
Premium valuation, high expectations priced in
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 : EVCM
The strongest argument for EVCM centers on PEG Ratio, Price/Book. PEG of 0.54 suggests the stock is reasonably priced for its growth.
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 : EVCM
The primary concerns for EVCM are EPS Growth, Return on Equity, Profit Margin. A P/E of 116.3x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
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
EVCM carries more volatility with a beta of 1.04 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (58/100 vs 49/100) 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.
EverCommerce Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
EverCommerce Inc. provides integrated software-as-a-service solutions for small and medium-sized service-based businesses. The company is headquartered in Denver, Colorado.
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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