Palo Alto Networks Inc (PANW)vsPower Integrations Inc (POWI)
PANW
Palo Alto Networks Inc
$285.26
-1.94%
TECHNOLOGY · Cap: $231.90B
POWI
Power Integrations Inc
$77.02
-9.71%
TECHNOLOGY · Cap: $4.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2277% more annual revenue ($10.61B vs $446.28M). PANW leads profitability with a 8.0% profit margin vs 3.7%. POWI appears more attractively valued with a PEG of 1.51. PANW earns a higher WallStSmart Score of 47/100 (D+).
PANW
Hold47
out of 100
Grade: D+
POWI
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.8%
Fair Value
$470.35
Current Price
$285.26
$185.09 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 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 8.4x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
2.6% revenue growth
ROE of 2.5% — below average capital efficiency
3.7% 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 31.1% demonstrates continued momentum.
Bull Case : POWI
The strongest argument for POWI centers on Altman Z-Score.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 247.4x leaves little room for execution misses.
Bear Case : POWI
The primary concerns for POWI are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 261.3x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
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 1.57 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (47/100 vs 31/100) and 31.1% revenue growth. Both earn "Hold" and "Avoid" 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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