PagSeguro Digital Ltd (PAGS)vsPalo Alto Networks Inc (PANW)
PAGS
PagSeguro Digital Ltd
$8.15
-2.98%
TECHNOLOGY · Cap: $3.03B
PANW
Palo Alto Networks Inc
$394.49
-3.53%
TECHNOLOGY · Cap: $279.76B
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 7.8x. PAGS earns a higher WallStSmart Score of 65/100 (C+).
PAGS
Buy65
out of 100
Grade: C+
PANW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PAGS.
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 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 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Areas to Watch
Revenue declined 0.2%
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Trading at 11.7x 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 34.5% 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 855.0x 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 1.24 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PAGS scores higher overall (65/100 vs 49/100). PANW offers better value entry with a 21.7% margin of safety. 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.
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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