Keysight Technologies Inc (KEYS)vsPalo Alto Networks Inc (PANW)
KEYS
Keysight Technologies Inc
$349.91
+4.31%
TECHNOLOGY · Cap: $57.53B
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 74% more annual revenue ($9.89B vs $5.68B). KEYS leads profitability with a 17.0% profit margin vs 13.0%. KEYS appears more attractively valued with a PEG of 1.97. KEYS earns a higher WallStSmart Score of 64/100 (C+).
KEYS
Buy64
out of 100
Grade: C+
PANW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.7%
Fair Value
$155.85
Current Price
$349.91
$194.06 premium
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
Earnings expanding 68.0% YoY
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 9.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
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 : KEYS
The strongest argument for KEYS centers on EPS Growth, Market Cap, Revenue Growth. Profitability is solid with margins at 17.0% and operating margin at 16.3%. Revenue growth of 23.3% demonstrates continued momentum.
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 : KEYS
The primary concerns for KEYS are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 59.2x leaves little room for execution misses.
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
KEYS profiles as a growth stock while PANW is a value play — different risk/reward profiles.
KEYS carries more volatility with a beta of 1.15 — expect wider price swings.
KEYS is growing revenue faster at 23.3% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
KEYS scores higher overall (64/100 vs 56/100), backed by strong 17.0% margins and 23.3% revenue growth. PANW offers better value entry with a 60.8% 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.
Keysight Technologies Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Keysight Technologies, or Keysight, is an American company that manufactures electronics test and measurement equipment and software.
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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