Ondas Holdings Inc. (ONDS)vsPalo Alto Networks Inc (PANW)
ONDS
Ondas Holdings Inc.
$8.89
-4.10%
TECHNOLOGY · Cap: $4.83B
PANW
Palo Alto Networks Inc
$272.05
-0.48%
TECHNOLOGY · Cap: $231.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 10879% more annual revenue ($10.61B vs $96.61M). ONDS leads profitability with a 251.9% profit margin vs 8.0%. ONDS trades at a lower P/E of 103.7x. ONDS earns a higher WallStSmart Score of 49/100 (D+).
ONDS
Hold49
out of 100
Grade: D+
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ONDS.
Margin of Safety
+38.8%
Fair Value
$470.35
Current Price
$272.05
$198.30 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 252 of every $100 in revenue as profit
Revenue surging 1080.0% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Distress zone — elevated risk
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ONDS
The strongest argument for ONDS centers on Profit Margin, Revenue Growth, Debt/Equity. Profitability is solid with margins at 251.9% and operating margin at -85.1%. Revenue growth of 1080.0% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bear Case : ONDS
The primary concerns for ONDS are EPS Growth, P/E Ratio, Free Cash Flow. A P/E of 103.7x leaves little room for execution misses.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 247.4x leaves little room for execution misses.
Key Dynamics to Monitor
ONDS profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
ONDS carries more volatility with a beta of 2.62 — expect wider price swings.
ONDS is growing revenue faster at 1080.0% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
ONDS scores higher overall (49/100 vs 47/100), backed by strong 251.9% margins and 1080.0% revenue growth. PANW offers better value entry with a 38.8% margin of safety. Both earn "Hold" 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.
Ondas Holdings Inc.
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ondas Holdings Inc. designs, develops, manufactures, sells, and supports the FullMAX software-defined radio (SDR) platform in the United States and internationally. The company is headquartered in Nantucket, Massachusetts.
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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