Palo Alto Networks Inc (PANW)vsPower Integrations Inc (POWI)
PANW
Palo Alto Networks Inc
$374.57
+5.00%
TECHNOLOGY · Cap: $270.47B
POWI
Power Integrations Inc
$51.05
-0.80%
TECHNOLOGY · Cap: $2.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2455% more annual revenue ($11.48B vs $449.37M). POWI leads profitability with a 5.6% profit margin vs 2.7%. POWI appears more attractively valued with a PEG of 1.51. PANW earns a higher WallStSmart Score of 51/100 (C-).
PANW
Buy51
out of 100
Grade: C-
POWI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.4%
Fair Value
$500.75
Current Price
$374.57
$126.18 discount
Intrinsic value data unavailable for POWI.
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
Generating 1.3B in free cash flow
Earnings expanding 750.0% YoY
Safe zone — low bankruptcy risk
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
Expensive relative to growth rate
2.7% revenue growth
ROE of 2.5% — below average capital efficiency
5.6% margin — thin
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 : POWI
The strongest argument for POWI centers on EPS Growth, Altman Z-Score.
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 : POWI
The primary concerns for POWI are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 117.0x leaves little room for execution misses.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while POWI is a value play — different risk/reward profiles.
POWI carries more volatility with a beta of 1.53 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PANW scores higher overall (51/100 vs 48/100) and 34.4% revenue growth. Both earn "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.
Power Integrations Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Power Integrations, Inc. designs, develops, manufactures and markets mixed signal and analog integrated circuits (ICs) and other electronic components and circuits used in high voltage power conversion worldwide. The company is headquartered in San Jose, California.
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