Palo Alto Networks Inc (PANW)vsPublic Storage (PSA)
PANW
Palo Alto Networks Inc
$207.88
+5.78%
TECHNOLOGY · Cap: $159.39B
PSA
Public Storage
$311.04
+0.55%
REAL ESTATE · Cap: $54.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 103% more annual revenue ($9.89B vs $4.87B). PSA leads profitability with a 39.1% profit margin vs 13.0%. PANW appears more attractively valued with a PEG of 3.09. PSA earns a higher WallStSmart Score of 62/100 (C+).
PANW
Buy56
out of 100
Grade: C
PSA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.7%
Fair Value
$454.04
Current Price
$207.88
$246.16 discount
Margin of Safety
+6.8%
Fair Value
$315.45
Current Price
$311.04
$4.41 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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Earnings expanding 32.8% YoY
Areas to Watch
Trading at 15.6x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 11.1x book value
3.2% revenue growth
Expensive relative to growth rate
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 : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.1% and operating margin at 46.0%.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 109.2x leaves little room for execution misses.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
PSA carries more volatility with a beta of 0.98 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PSA generates stronger free cash flow (625M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PSA scores higher overall (62/100 vs 56/100), backed by strong 39.1% margins. PANW offers better value entry with a 56.7% margin of safety. Both earn "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.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
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