Godaddy Inc (GDDY)vsPalo Alto Networks Inc (PANW)
GDDY
Godaddy Inc
$106.54
+0.31%
TECHNOLOGY · Cap: $13.45B
PANW
Palo Alto Networks Inc
$401.70
-1.79%
TECHNOLOGY · Cap: $279.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 125% more annual revenue ($11.48B vs $5.10B). GDDY leads profitability with a 17.8% profit margin vs 2.7%. GDDY appears more attractively valued with a PEG of 0.60. GDDY earns a higher WallStSmart Score of 72/100 (B).
GDDY
Strong Buy72
out of 100
Grade: B
PANW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.2%
Fair Value
$96.73
Current Price
$106.54
$9.81 discount
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$401.70
$97.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 367 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 27.1%
Earnings expanding 29.8% YoY
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Areas to Watch
Trading at 2130.8x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Trading at 11.9x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : GDDY
The strongest argument for GDDY centers on Return on Equity, PEG Ratio, P/E Ratio. Profitability is solid with margins at 17.8% and operating margin at 27.1%. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bear Case : GDDY
The primary concerns for GDDY are Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 573.34 is elevated, increasing financial risk.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
GDDY profiles as a mature stock while PANW is a hypergrowth play — different risk/reward profiles.
GDDY carries more volatility with a beta of 0.94 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
GDDY scores higher overall (72/100 vs 49/100), backed by strong 17.8% margins. PANW offers better value entry with a 21.7% margin of safety. Both earn "Strong 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.
Godaddy Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
GoDaddy Inc. is dedicated to the design and development of cloud-based technology products in the United States and internationally. The company is headquartered in Scottsdale, Arizona.
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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