Palo Alto Networks Inc (PANW)vsProgress Software Corporation (PRGS)
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
PRGS
Progress Software Corporation
$31.36
-0.60%
TECHNOLOGY · Cap: $1.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 902% more annual revenue ($9.89B vs $987.62M). PANW leads profitability with a 13.0% profit margin vs 8.6%. PRGS appears more attractively valued with a PEG of 1.05. PRGS earns a higher WallStSmart Score of 66/100 (B-).
PANW
Buy57
out of 100
Grade: C
PRGS
Strong Buy66
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
+22.9%
Fair Value
$53.14
Current Price
$31.36
$21.78 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
Earnings expanding 120.8% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
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
4.1% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Distress zone — elevated risk
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 : PRGS
The strongest argument for PRGS centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.05 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 : PRGS
The primary concerns for PRGS are Revenue Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.74 is elevated, increasing financial risk.
Key Dynamics to Monitor
PRGS carries more volatility with a beta of 0.83 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PRGS scores higher overall (66/100 vs 57/100). 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.
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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