Palo Alto Networks Inc (PANW)vsePlus inc (PLUS)
PANW
Palo Alto Networks Inc
$380.57
-3.86%
TECHNOLOGY · Cap: $279.76B
PLUS
ePlus inc
$92.91
-2.70%
TECHNOLOGY · Cap: $2.48B
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 1.12. PLUS earns a higher WallStSmart Score of 49/100 (D+).
PANW
Hold49
out of 100
Grade: D+
PLUS
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$380.57
$118.38 discount
Margin of Safety
+2.8%
Fair Value
$86.36
Current Price
$92.91
$6.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 11.3x 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 34.5% demonstrates continued momentum.
Bull Case : PLUS
The strongest argument for PLUS centers on Altman Z-Score, Price/Book. PEG of 1.12 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 855.0x 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 0.96 — 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
PANW scores higher overall (49/100 vs 49/100) and 34.5% revenue growth. Both earn "Hold" 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.
ePlus inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ePlus inc. The company is headquartered in Herndon, Virginia.
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