Five9 Inc (FIVN)vsPalo Alto Networks Inc (PANW)
FIVN
Five9 Inc
$15.03
-6.47%
TECHNOLOGY · Cap: $1.21B
PANW
Palo Alto Networks Inc
$157.21
-2.54%
TECHNOLOGY · Cap: $128.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 761% more annual revenue ($9.89B vs $1.15B). PANW leads profitability with a 13.0% profit margin vs 3.4%. FIVN appears more attractively valued with a PEG of 0.15. FIVN earns a higher WallStSmart Score of 62/100 (C+).
FIVN
Buy62
out of 100
Grade: C+
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.2%
Fair Value
$21.06
Current Price
$15.03
$6.03 discount
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$157.21
$72.97 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 73.7% YoY
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
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
3.4% margin — thin
Trading at 11.8x book value
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, Price/Book, EPS Growth. PEG of 0.15 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 : FIVN
The primary concerns for FIVN are P/E Ratio, Market Cap, Return on Equity. Thin 3.4% 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
FIVN carries more volatility with a beta of 1.35 — 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
FIVN scores higher overall (62/100 vs 58/100). 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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