Palo Alto Networks Inc (PANW)vsPure Storage Inc (PSTG)
PANW
Palo Alto Networks Inc
$281.69
-0.42%
TECHNOLOGY · Cap: $241.01B
PSTG
Pure Storage Inc
$67.79
+4.47%
TECHNOLOGY · Cap: $19.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 170% more annual revenue ($9.89B vs $3.66B). PANW leads profitability with a 13.0% profit margin vs 5.1%. PSTG appears more attractively valued with a PEG of 1.41. PSTG earns a higher WallStSmart Score of 57/100 (C).
PANW
Buy57
out of 100
Grade: C
PSTG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.7%
Fair Value
$442.91
Current Price
$281.69
$161.22 discount
Intrinsic value data unavailable for PSTG.
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 139.7% YoY
Revenue surging 20.4% year-over-year
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.1x book value
Trading at 15.5x book value
5.1% margin — thin
Premium valuation, high expectations priced in
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 : PSTG
The strongest argument for PSTG centers on EPS Growth, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 256.2x leaves little room for execution misses.
Bear Case : PSTG
The primary concerns for PSTG are Price/Book, Profit Margin, P/E Ratio. A P/E of 113.6x leaves little room for execution misses.
Key Dynamics to Monitor
PANW profiles as a value stock while PSTG is a growth play — different risk/reward profiles.
PSTG carries more volatility with a beta of 1.34 — expect wider price swings.
PSTG is growing revenue faster at 20.4% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (57/100 vs 57/100) and 14.9% revenue growth. 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.
Pure Storage Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Pure Storage, Inc. provides data storage technology and solutions in the United States and internationally. The company is headquartered in Mountain View, California.
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