WallStSmart

F5 Networks Inc (FFIV)vsPalo Alto Networks Inc (PANW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Palo Alto Networks Inc generates 215% more annual revenue ($9.89B vs $3.14B). FFIV leads profitability with a 22.5% profit margin vs 13.0%. FFIV appears more attractively valued with a PEG of 1.89. FFIV earns a higher WallStSmart Score of 65/100 (B-).

FFIV

Strong Buy

65

out of 100

Grade: B-

Growth: 5.3Profit: 8.5Value: 8.0Quality: 7.5
Piotroski: 5/9Altman Z: 2.65

PANW

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 7.0Value: 2.0Quality: 5.0
Piotroski: 1/9Altman Z: 1.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FFIVFair Value (-3.4%)

Margin of Safety

-3.4%

Fair Value

$273.49

Current Price

$297.86

$24.37 premium

UndervaluedFair: $273.49Overvalued
PANWSignificantly Overvalued (-81.9%)

Margin of Safety

-81.9%

Fair Value

$84.24

Current Price

$153.22

$68.98 premium

UndervaluedFair: $84.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FFIV4 strengths · Avg: 8.8/10
Return on EquityProfitability
20.8%9/10

Every $100 of equity generates 21 in profit

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

Operating MarginProfitability
26.0%8/10

Strong operational efficiency at 26.0%

PANW3 strengths · Avg: 9.7/10
EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Market CapQuality
$128.28B9/10

Large-cap with strong market position

Areas to Watch

FFIV1 concerns · Avg: 4.0/10
PEG RatioValuation
1.894/10

Expensive relative to growth rate

PANW4 concerns · Avg: 2.8/10
Price/BookValuation
11.5x4/10

Trading at 11.5x book value

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
2.962/10

Expensive relative to growth rate

P/E RatioValuation
87.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : FFIV

The strongest argument for FFIV centers on Return on Equity, Profit Margin, Debt/Equity. Profitability is solid with margins at 22.5% and operating margin at 26.0%.

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 : FFIV

The primary concerns for FFIV are PEG Ratio.

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

FFIV profiles as a mature stock while PANW is a value play — different risk/reward profiles.

FFIV carries more volatility with a beta of 0.99 — 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

FFIV scores higher overall (65/100 vs 58/100), backed by strong 22.5% margins. Both earn "Strong 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.

F5 Networks Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

F5, Inc. is an American company that specializes in application delivery networking (ADN), application availability & performance, multi-cloud management, application security, network security, access & authorization and online fraud prevention. F5 is headquartered in Seattle, Washington, with additional development, manufacturing, and administrative offices worldwide.

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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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