Katapult Holdings Inc (KPLT)vsPalo Alto Networks Inc (PANW)
KPLT
Katapult Holdings Inc
$12.52
+37.58%
TECHNOLOGY · Cap: $665.22M
PANW
Palo Alto Networks Inc
$394.49
-3.53%
TECHNOLOGY · Cap: $279.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 564% more annual revenue ($11.48B vs $1.73B). KPLT leads profitability with a 3.7% profit margin vs 2.7%. KPLT trades at a lower P/E of 4.4x. PANW earns a higher WallStSmart Score of 49/100 (D+).
KPLT
Avoid28
out of 100
Grade: F
PANW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for KPLT.
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Conservative balance sheet, low leverage
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
Smaller company, higher risk/reward
3.7% margin — thin
ROE of -340.8% — below average capital efficiency
Revenue declined 4.9%
Expensive relative to growth rate
Trading at 11.7x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : KPLT
The strongest argument for KPLT centers on P/E Ratio, Debt/Equity.
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 : KPLT
The primary concerns for KPLT are Market Cap, Profit Margin, Return on Equity. Thin 3.7% margins leave little buffer for downturns.
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
KPLT profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.
KPLT carries more volatility with a beta of 1.68 — 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
PANW scores higher overall (49/100 vs 28/100) and 34.5% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Katapult Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Katapult Group, Inc., doing business as Zibby, develops and operates a monthly lease-to-own payment platform to help consumers purchase durable goods from retailers in the United States. The company is headquartered in New York, New York.
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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