Palo Alto Networks Inc (PANW)vsePlus inc (PLUS)
PANW
Palo Alto Networks Inc
$373.94
+0.31%
TECHNOLOGY · Cap: $270.47B
PLUS
ePlus inc
$92.24
-0.67%
TECHNOLOGY · Cap: $2.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 369% more annual revenue ($11.48B vs $2.45B). PLUS leads profitability with a 4.9% profit margin vs 2.7%. PLUS appears more attractively valued with a PEG of 1.08. PLUS earns a higher WallStSmart Score of 52/100 (C-).
PANW
Buy51
out of 100
Grade: C-
PLUS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$373.94
$127.87 discount
Margin of Safety
+3.0%
Fair Value
$86.51
Current Price
$92.24
$5.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 11.1x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
1.0% revenue growth
4.9% margin — thin
Earnings declined 28.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bull Case : PLUS
The strongest argument for PLUS centers on Altman Z-Score, Price/Book. PEG of 1.08 suggests the stock is reasonably priced for its growth.
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.
Bear Case : PLUS
The primary concerns for PLUS are Revenue Growth, Profit Margin, EPS Growth. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while PLUS is a value play — different risk/reward profiles.
PLUS carries more volatility with a beta of 0.97 — 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
PLUS scores higher overall (52/100 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.
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.
ePlus inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ePlus inc. The company is headquartered in Herndon, Virginia.
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