NextNav Inc. (NN)vsPalo Alto Networks Inc (PANW)
NN
NextNav Inc.
$12.08
-3.59%
TECHNOLOGY · Cap: $1.81B
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 288560% more annual revenue ($11.48B vs $3.98M). PANW leads profitability with a 2.7% profit margin vs 0.0%. PANW earns a higher WallStSmart Score of 49/100 (D+).
NN
Avoid19
out of 100
Grade: F
PANW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.2%
Fair Value
$7.09
Current Price
$12.08
$4.99 premium
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
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
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
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 : NN
The strongest argument for NN centers on 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 : NN
The primary concerns for NN are EPS Growth, Market Cap, Profit Margin.
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
NN profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.
NN carries more volatility with a beta of 1.16 — 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 19/100) 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.
NextNav Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
NextNav Acquisition Corp (NN) is a forward-looking special purpose acquisition company (SPAC) dedicated to sourcing and merging with cutting-edge technology firms, particularly in the telecommunications and location-based services sectors. With a strong emphasis on industry expertise and an extensive network, NN seeks to unlock long-term shareholder value through transformative acquisitions that address the increasing demand for advanced positioning and navigation technologies. As it advances its acquisition strategy, NN aims to play a pivotal role in propelling technological innovation and enhancing operational efficiencies across its targeted industries.
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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