Palo Alto Networks Inc (PANW)vsePlus inc (PLUS)
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
PLUS
ePlus inc
$82.32
+1.76%
TECHNOLOGY · Cap: $2.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 305% more annual revenue ($9.89B vs $2.44B). PANW leads profitability with a 13.0% profit margin vs 5.4%. PLUS appears more attractively valued with a PEG of 0.95. PLUS earns a higher WallStSmart Score of 68/100 (B-).
PANW
Buy57
out of 100
Grade: C
PLUS
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Margin of Safety
+3.0%
Fair Value
$86.55
Current Price
$82.32
$4.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 21.7% year-over-year
Areas to Watch
ROE of 3.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : PLUS
The strongest argument for PLUS centers on Debt/Equity, Altman Z-Score, PEG Ratio. Revenue growth of 21.7% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 256.2x leaves little room for execution misses.
Bear Case : PLUS
The primary concerns for PLUS are Profit Margin.
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 1.02 — expect wider price swings.
PLUS is growing revenue faster at 21.7% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PLUS scores higher overall (68/100 vs 57/100) and 21.7% revenue growth. PANW offers better value entry with a 39.7% 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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?