OneSpan Inc (OSPN)vsPalo Alto Networks Inc (PANW)
OSPN
OneSpan Inc
$14.72
+1.94%
TECHNOLOGY · Cap: $517.91M
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 3926% more annual revenue ($9.89B vs $245.76M). OSPN leads profitability with a 28.5% profit margin vs 13.0%. OSPN appears more attractively valued with a PEG of 1.01. OSPN earns a higher WallStSmart Score of 67/100 (B-).
OSPN
Strong Buy67
out of 100
Grade: B-
PANW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSPN.
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
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Keeps 29 of every $100 in revenue as profit
Reasonable price relative to book value
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
4.1% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 18.9%
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 : OSPN
The strongest argument for OSPN centers on P/E Ratio, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 28.5% and operating margin at 22.9%. PEG of 1.01 suggests the stock is reasonably priced for its growth.
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 : OSPN
The primary concerns for OSPN are Revenue Growth, Market Cap, Piotroski F-Score.
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
OSPN carries more volatility with a beta of 1.53 — 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 SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OSPN scores higher overall (67/100 vs 57/100), backed by strong 28.5% margins. PANW offers better value entry with a 39.7% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
OneSpan Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
OneSpan Inc. designs, develops and markets digital solutions for identity, security and business productivity globally. The company is headquartered in Chicago, Illinois.
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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