Palo Alto Networks Inc (PANW)vsQuanta Services Inc (PWR)
PANW
Palo Alto Networks Inc
$183.68
-0.16%
TECHNOLOGY · Cap: $146.86B
PWR
Quanta Services Inc
$785.29
+1.77%
INDUSTRIALS · Cap: $113.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 204% more annual revenue ($30.12B vs $9.89B). PANW leads profitability with a 13.0% profit margin vs 3.7%. PWR appears more attractively valued with a PEG of 2.43. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
PWR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$454.04
Current Price
$183.68
$270.36 discount
Intrinsic value data unavailable for PWR.
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
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Areas to Watch
Trading at 13.7x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 13.1x book value
3.7% margin — thin
Operating margin of 4.2%
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 : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 101.2x leaves little room for execution misses.
Bear Case : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 102.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a value stock while PWR is a growth play — different risk/reward profiles.
PWR carries more volatility with a beta of 1.24 — expect wider price swings.
PWR is growing revenue faster at 26.3% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (56/100 vs 54/100) 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.
Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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