PagSeguro Digital Ltd (PAGS)vsPalo Alto Networks Inc (PANW)
PAGS
PagSeguro Digital Ltd
$10.12
-0.10%
TECHNOLOGY · Cap: $2.65B
PANW
Palo Alto Networks Inc
$330.65
-2.32%
TECHNOLOGY · Cap: $270.47B
Smart Verdict
WallStSmart Research — data-driven comparison
PagSeguro Digital Ltd generates 73% more annual revenue ($19.80B vs $11.48B). PAGS leads profitability with a 10.9% profit margin vs 2.7%. PAGS trades at a lower P/E of 6.6x. PAGS earns a higher WallStSmart Score of 65/100 (C+).
PAGS
Buy65
out of 100
Grade: C+
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PAGS.
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 36.2%
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Revenue declined 0.2%
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Trading at 9.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : PAGS
The strongest argument for PAGS centers on P/E Ratio, Price/Book, Operating Margin.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bear Case : PAGS
The primary concerns for PAGS are Revenue Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.10 is elevated, increasing financial risk.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
PAGS profiles as a declining stock while PANW is a hypergrowth play — different risk/reward profiles.
PAGS carries more volatility with a beta of 1.27 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PAGS scores higher overall (65/100 vs 51/100). PANW offers better value entry with a 34.1% margin of safety. Both earn "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.
PagSeguro Digital Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PagSeguro Digital Ltd., provides financial technology solutions and services for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally. The company is headquartered in So Paulo, Brazil.
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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