Palo Alto Networks Inc (PANW)vsProgress Software Corporation (PRGS)
PANW
Palo Alto Networks Inc
$401.70
-1.79%
TECHNOLOGY · Cap: $279.76B
PRGS
Progress Software Corporation
$44.46
-1.75%
TECHNOLOGY · Cap: $1.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1048% more annual revenue ($11.48B vs $999.93M). PRGS leads profitability with a 9.2% profit margin vs 2.7%. PRGS appears more attractively valued with a PEG of 1.29. PRGS earns a higher WallStSmart Score of 61/100 (C+).
PANW
Hold49
out of 100
Grade: D+
PRGS
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$401.70
$97.25 discount
Margin of Safety
+24.7%
Fair Value
$54.35
Current Price
$44.46
$9.89 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
Strong operational efficiency at 22.0%
Earnings expanding 25.0% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 11.9x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Smaller company, higher risk/reward
Revenue declined 1.5%
Distress zone — elevated risk
Elevated debt levels
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 : PRGS
The strongest argument for PRGS centers on Operating Margin, EPS Growth. PEG of 1.29 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 : PRGS
The primary concerns for PRGS are Market Cap, Revenue Growth, Altman Z-Score. Debt-to-equity of 2.39 is elevated, increasing financial risk.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while PRGS is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.93 — 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
PRGS scores higher overall (61/100 vs 49/100). PANW offers better value entry with a 21.7% margin of safety. 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.
Progress Software Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Progress Software Corporation develops business applications. The company is headquartered in Bedford, Massachusetts.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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