Ouster, Inc. Common Stock (OUST)vsPalo Alto Networks Inc (PANW)
OUST
Ouster, Inc. Common Stock
$29.40
+2.78%
TECHNOLOGY · Cap: $1.68B
PANW
Palo Alto Networks Inc
$183.68
-0.16%
TECHNOLOGY · Cap: $146.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 5741% more annual revenue ($9.89B vs $169.38M). PANW leads profitability with a 13.0% profit margin vs -35.6%. PANW earns a higher WallStSmart Score of 56/100 (C).
OUST
Avoid25
out of 100
Grade: F
PANW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.8%
Fair Value
$26.89
Current Price
$29.39
$2.50 discount
Margin of Safety
+59.5%
Fair Value
$454.04
Current Price
$183.68
$270.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 106.6% year-over-year
Conservative balance sheet, low leverage
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -27.3% — below average capital efficiency
Negative free cash flow — burning cash
Trading at 13.7x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : OUST
The strongest argument for OUST centers on Revenue Growth, Debt/Equity. Revenue growth of 106.6% demonstrates continued momentum.
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 : OUST
The primary concerns for OUST are EPS Growth, Market Cap, Return on Equity.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 101.2x leaves little room for execution misses.
Key Dynamics to Monitor
OUST profiles as a hypergrowth stock while PANW is a value play — different risk/reward profiles.
OUST carries more volatility with a beta of 3.06 — expect wider price swings.
OUST is growing revenue faster at 106.6% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (56/100 vs 25/100) and 14.9% revenue growth. OUST offers better value entry with a 29.8% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ouster, Inc. Common Stock
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Ouster, Inc. designs and manufactures digital lidar sensors for the industrial automation, intelligent infrastructure, robotics and automotive markets. The company is headquartered in San Francisco, California.
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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