Fortive Corp (FTV)vsPalo Alto Networks Inc (PANW)
FTV
Fortive Corp
$59.79
-3.17%
TECHNOLOGY · Cap: $19.01B
PANW
Palo Alto Networks Inc
$179.32
+0.98%
TECHNOLOGY · Cap: $145.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 138% more annual revenue ($9.89B vs $4.16B). FTV leads profitability with a 13.9% profit margin vs 13.0%. FTV appears more attractively valued with a PEG of 1.29. PANW earns a higher WallStSmart Score of 56/100 (C).
FTV
Buy54
out of 100
Grade: C-
PANW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.1%
Fair Value
$62.55
Current Price
$59.79
$2.76 discount
Margin of Safety
+60.8%
Fair Value
$457.02
Current Price
$179.32
$277.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 20.1%
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
4.6% revenue growth
ROE of 6.4% — below average capital efficiency
Earnings declined 2.6%
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FTV
The strongest argument for FTV centers on Price/Book, Operating Margin. PEG of 1.29 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 : FTV
The primary concerns for FTV are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 100.2x leaves little room for execution misses.
Key Dynamics to Monitor
FTV carries more volatility with a beta of 1.00 — 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 SCIENTIFIC & TECHNICAL INSTRUMENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (56/100 vs 54/100) and 14.9% revenue growth. 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.
Fortive Corp
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Fortive is an American diversified industrial technology conglomerate company headquartered in Everett, Washington.
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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