Palo Alto Networks Inc (PANW)vsUipath Inc (PATH)
PANW
Palo Alto Networks Inc
$285.26
-1.94%
TECHNOLOGY · Cap: $231.90B
PATH
Uipath Inc
$10.16
-3.68%
TECHNOLOGY · Cap: $5.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 534% more annual revenue ($10.61B vs $1.67B). PATH leads profitability with a 19.6% profit margin vs 8.0%. PATH appears more attractively valued with a PEG of 0.38. PATH earns a higher WallStSmart Score of 71/100 (B).
PANW
Hold47
out of 100
Grade: D+
PATH
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.8%
Fair Value
$470.35
Current Price
$285.26
$185.09 discount
Intrinsic value data unavailable for PATH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 105.7% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
17.3% revenue growth
Areas to Watch
Trading at 8.4x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bull Case : PATH
The strongest argument for PATH centers on PEG Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 19.6% and operating margin at 7.3%. Revenue growth of 17.3% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 247.4x leaves little room for execution misses.
Bear Case : PATH
The primary concerns for PATH are Altman Z-Score.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while PATH is a growth play — different risk/reward profiles.
PATH carries more volatility with a beta of 0.97 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PATH scores higher overall (71/100 vs 47/100), backed by strong 19.6% margins and 17.3% revenue growth. PANW offers better value entry with a 38.8% margin of safety. Both earn "Strong 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.
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.
Uipath Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
UiPath Inc. provides an end-to-end automation platform offering a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. The company is headquartered in New York, New York.
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