Palo Alto Networks Inc (PANW)vsePlus inc (PLUS)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
PLUS
ePlus inc
$84.69
+1.74%
TECHNOLOGY · Cap: $2.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 311% more annual revenue ($9.89B vs $2.41B). PANW leads profitability with a 13.0% profit margin vs 5.5%. PLUS appears more attractively valued with a PEG of 0.85. PLUS earns a higher WallStSmart Score of 72/100 (B).
PANW
Buy56
out of 100
Grade: C
PLUS
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.8%
Fair Value
$457.02
Current Price
$179.32
$277.70 discount
Margin of Safety
+43.4%
Fair Value
$148.15
Current Price
$84.69
$63.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 24.6% year-over-year
Earnings expanding 46.3% YoY
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.5% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : PLUS
The strongest argument for PLUS centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 24.6% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 100.2x leaves little room for execution misses.
Bear Case : PLUS
The primary concerns for PLUS are Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
PANW profiles as a value stock while PLUS is a growth play — different risk/reward profiles.
PLUS carries more volatility with a beta of 1.01 — expect wider price swings.
PLUS is growing revenue faster at 24.6% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PLUS scores higher overall (72/100 vs 56/100) and 24.6% revenue growth. PANW offers better value entry with a 60.8% margin of safety. Both earn "Strong 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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