Five9 Inc (FIVN)vsPalo Alto Networks Inc (PANW)
FIVN
Five9 Inc
$23.52
-3.84%
TECHNOLOGY · Cap: $1.86B
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 742% more annual revenue ($9.89B vs $1.17B). PANW leads profitability with a 13.0% profit margin vs 4.9%. FIVN appears more attractively valued with a PEG of 0.22. FIVN earns a higher WallStSmart Score of 60/100 (C).
FIVN
Buy60
out of 100
Grade: C
PANW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.7%
Fair Value
$108.13
Current Price
$23.52
$84.61 discount
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
Growing faster than its price suggests
Earnings expanding 2669.0% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 7.7% — below average capital efficiency
4.9% margin — thin
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 : FIVN
The strongest argument for FIVN centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.22 suggests the stock is reasonably priced for its growth.
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 : FIVN
The primary concerns for FIVN are P/E Ratio, Market Cap, Return on Equity. Thin 4.9% margins leave little buffer for downturns.
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
FIVN carries more volatility with a beta of 1.32 — expect wider price swings.
PANW is growing revenue faster at 14.9% — 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
FIVN scores higher overall (60/100 vs 57/100). 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.
Five9 Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Five9, Inc. provides cloud software for contact centers in the United States and internationally. The company is headquartered in San Ramon, 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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