Palo Alto Networks Inc (PANW)vsQuantum Corporation (QMCO)
PANW
Palo Alto Networks Inc
$325.91
-3.67%
TECHNOLOGY · Cap: $275.72B
QMCO
Quantum Corporation
$10.02
-3.65%
TECHNOLOGY · Cap: $400.05M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 3694% more annual revenue ($10.61B vs $279.58M). PANW leads profitability with a 8.0% profit margin vs -36.1%. QMCO appears more attractively valued with a PEG of 0.77. QMCO earns a higher WallStSmart Score of 49/100 (D+).
PANW
Hold47
out of 100
Grade: D+
QMCO
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.6%
Fair Value
$469.31
Current Price
$325.91
$143.40 discount
Intrinsic value data unavailable for QMCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 27.3% year-over-year
Areas to Watch
Trading at 9.6x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bull Case : QMCO
The strongest argument for QMCO centers on Debt/Equity, PEG Ratio, Revenue Growth. Revenue growth of 27.3% demonstrates continued momentum. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 277.3x leaves little room for execution misses.
Bear Case : QMCO
The primary concerns for QMCO are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while QMCO is a growth play — different risk/reward profiles.
QMCO carries more volatility with a beta of 2.96 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
QMCO scores higher overall (49/100 vs 47/100) and 27.3% revenue growth. PANW offers better value entry with a 30.6% margin of safety. Both earn "Hold" and "Hold" 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.
Quantum Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Quantum Corporation offers products for storing and managing digital video and unstructured data in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in San Jose, California.
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