ON Semiconductor Corporation (ON)vsPalo Alto Networks Inc (PANW)
ON
ON Semiconductor Corporation
$98.40
+0.63%
TECHNOLOGY · Cap: $38.70B
PANW
Palo Alto Networks Inc
$178.54
+2.44%
TECHNOLOGY · Cap: $144.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 65% more annual revenue ($9.89B vs $6.00B). PANW leads profitability with a 13.0% profit margin vs 2.0%. ON appears more attractively valued with a PEG of 0.37. PANW earns a higher WallStSmart Score of 58/100 (C).
ON
Hold41
out of 100
Grade: D
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ON.
Margin of Safety
+61.1%
Fair Value
$458.54
Current Price
$178.54
$280.00 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
ROE of 1.5% — below average capital efficiency
2.0% margin — thin
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 : ON
The strongest argument for ON centers on PEG Ratio. PEG of 0.37 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 : ON
The primary concerns for ON are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 339.3x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 99.2x leaves little room for execution misses.
Key Dynamics to Monitor
ON carries more volatility with a beta of 1.52 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
ON generates stronger free cash flow (485M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (58/100 vs 41/100) and 14.9% revenue growth. Both earn "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.
ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, 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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