OneSpan Inc (OSPN)vsPalo Alto Networks Inc (PANW)
OSPN
OneSpan Inc
$10.69
+0.56%
TECHNOLOGY · Cap: $412.59M
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 3968% more annual revenue ($9.89B vs $243.18M). OSPN leads profitability with a 30.0% profit margin vs 13.0%. OSPN appears more attractively valued with a PEG of 0.72. OSPN earns a higher WallStSmart Score of 81/100 (A-).
OSPN
Exceptional Buy81
out of 100
Grade: A-
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.5%
Fair Value
$87.98
Current Price
$10.69
$77.29 discount
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 30 in profit
Keeps 30 of every $100 in revenue as profit
Earnings expanding 57.4% YoY
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
2.9% revenue growth
Smaller company, higher risk/reward
Trading at 11.5x book value
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, Price/Book, Return on Equity. Profitability is solid with margins at 30.0% and operating margin at 21.4%. PEG of 0.72 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 : OSPN
The primary concerns for OSPN are Revenue Growth, Market Cap.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 87.3x 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 (470M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OSPN scores higher overall (81/100 vs 58/100), backed by strong 30.0% margins. Both earn "Exceptional 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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?