OSI Systems Inc (OSIS)vsPalo Alto Networks Inc (PANW)
OSIS
OSI Systems Inc
$197.73
-7.00%
TECHNOLOGY · Cap: $3.72B
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 448% more annual revenue ($9.89B vs $1.81B). PANW leads profitability with a 13.0% profit margin vs 8.4%. OSIS appears more attractively valued with a PEG of 1.64. PANW earns a higher WallStSmart Score of 57/100 (C).
OSIS
Hold48
out of 100
Grade: D+
PANW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSIS.
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
2.0% revenue growth
Earnings declined 2.9%
ROE of 3.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : OSIS
The strongest argument for OSIS centers on Debt/Equity.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : OSIS
The primary concerns for OSIS are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 256.2x leaves little room for execution misses.
Key Dynamics to Monitor
OSIS carries more volatility with a beta of 1.20 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (57/100 vs 48/100) 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.
OSI Systems Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
OSI Systems, Inc. designs, manufactures, and sells electronic components and systems worldwide. The company is headquartered in Hawthorne, 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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