Palo Alto Networks Inc (PANW)vsProgress Software Corporation (PRGS)
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
PRGS
Progress Software Corporation
$27.33
-4.97%
TECHNOLOGY · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 912% more annual revenue ($9.89B vs $977.83M). PANW leads profitability with a 13.0% profit margin vs 7.5%. PRGS appears more attractively valued with a PEG of 1.08. PRGS earns a higher WallStSmart Score of 70/100 (B-).
PANW
Buy58
out of 100
Grade: C
PRGS
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Margin of Safety
+47.3%
Fair Value
$77.69
Current Price
$27.33
$50.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
17.5% revenue growth
Earnings expanding 21.4% YoY
Areas to Watch
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
7.5% margin — thin
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : PRGS
The strongest argument for PRGS centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 17.5% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 87.3x leaves little room for execution misses.
Bear Case : PRGS
The primary concerns for PRGS are Market Cap, Profit Margin, Debt/Equity. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
PANW profiles as a value stock while PRGS is a growth play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.82 — expect wider price swings.
PRGS is growing revenue faster at 17.5% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PRGS scores higher overall (70/100 vs 58/100) and 17.5% revenue growth. 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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