Ooma Inc (OOMA)vsPalo Alto Networks Inc (PANW)
OOMA
Ooma Inc
$21.88
-1.17%
TECHNOLOGY · Cap: $550.05M
PANW
Palo Alto Networks Inc
$319.00
-1.52%
TECHNOLOGY · Cap: $273.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 3561% more annual revenue ($10.61B vs $289.72M). PANW leads profitability with a 8.0% profit margin vs 3.2%. OOMA appears more attractively valued with a PEG of 1.82. OOMA earns a higher WallStSmart Score of 48/100 (D+).
OOMA
Hold48
out of 100
Grade: D+
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.0%
Fair Value
$15.76
Current Price
$21.88
$6.12 discount
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$319.00
$148.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 24.8% year-over-year
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
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
3.2% margin — thin
Trading at 9.4x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OOMA
The strongest argument for OOMA centers on Revenue Growth. Revenue growth of 24.8% 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 : OOMA
The primary concerns for OOMA are PEG Ratio, EPS Growth, Market Cap. A P/E of 60.7x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x leaves little room for execution misses.
Key Dynamics to Monitor
OOMA profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
OOMA carries more volatility with a beta of 1.20 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
OOMA scores higher overall (48/100 vs 47/100) and 24.8% revenue growth. PANW offers better value entry with a 32.8% 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.
Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.
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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