FatPipe, Inc. Common Stock (FATN)vsPalo Alto Networks Inc (PANW)
FATN
FatPipe, Inc. Common Stock
$1.73
-7.98%
TECHNOLOGY · Cap: $23.95M
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 62608% more annual revenue ($9.89B vs $15.78M). PANW leads profitability with a 13.0% profit margin vs 4.1%. FATN trades at a lower P/E of 34.4x. PANW earns a higher WallStSmart Score of 58/100 (C).
FATN
Hold47
out of 100
Grade: D+
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.2%
Fair Value
$2.34
Current Price
$1.73
$0.61 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
Reasonable price relative to book value
Revenue surging 29.8% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
3.3% earnings growth
Smaller company, higher risk/reward
ROE of 3.4% — below average capital efficiency
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 : FATN
The strongest argument for FATN centers on Price/Book, Revenue Growth. Revenue growth of 29.8% demonstrates continued momentum.
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 : FATN
The primary concerns for FATN are P/E Ratio, EPS Growth, Market Cap. Thin 4.1% 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
FATN profiles as a growth stock while PANW is a value play — different risk/reward profiles.
FATN is growing revenue faster at 29.8% — 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 47/100) and 14.9% revenue growth. FATN offers better value entry with a 19.2% 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.
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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