FatPipe, Inc. Common Stock (FATN)vsPalo Alto Networks Inc (PANW)
FATN
FatPipe, Inc. Common Stock
$6.50
-5.39%
TECHNOLOGY · Cap: $85.97M
PANW
Palo Alto Networks Inc
$272.05
+0.03%
TECHNOLOGY · Cap: $241.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 51406% more annual revenue ($9.89B vs $19.21M). FATN leads profitability with a 25.9% profit margin vs 13.0%. FATN trades at a lower P/E of 17.5x. FATN earns a higher WallStSmart Score of 63/100 (C+).
FATN
Buy63
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 FATN.
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
Strong operational efficiency at 30.2%
Revenue surging 90.4% year-over-year
Earnings expanding 327.7% YoY
Safe zone — low bankruptcy risk
Keeps 26 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Negative free cash flow — burning cash
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 : FATN
The strongest argument for FATN centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 25.9% and operating margin at 30.2%. Revenue growth of 90.4% demonstrates continued momentum.
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 : FATN
The primary concerns for FATN are Market Cap, Free Cash Flow.
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
FATN profiles as a growth stock while PANW is a value play — different risk/reward profiles.
FATN is growing revenue faster at 90.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FATN scores higher overall (63/100 vs 57/100), backed by strong 25.9% margins and 90.4% revenue growth. PANW offers better value entry with a 39.7% margin of safety. 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.
FatPipe, Inc. Common Stock
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
FatPipe, Inc. develops secure software-defined wide area network (SD-WAN), secure access service edge (SASE), and network monitoring service (NMS) software solutions for organizations in the United States and internationally. The company is headquartered in Salt Lake City, Utah.
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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