Palo Alto Networks Inc (PANW)vsQuantum Corporation (QMCO)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
QMCO
Quantum Corporation
$7.14
+4.85%
TECHNOLOGY · Cap: $98.37M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 3664% more annual revenue ($9.89B vs $262.85M). PANW leads profitability with a 13.0% profit margin vs -37.8%. QMCO appears more attractively valued with a PEG of 0.77. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
QMCO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.8%
Fair Value
$457.02
Current Price
$179.32
$277.70 discount
Intrinsic value data unavailable for QMCO.
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
Growing faster than its price suggests
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Operating margin of 0.5%
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 : QMCO
The strongest argument for QMCO centers on PEG Ratio. PEG of 0.77 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 100.2x 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 value stock while QMCO is a turnaround play — different risk/reward profiles.
QMCO carries more volatility with a beta of 2.69 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (56/100 vs 48/100) and 14.9% revenue growth. Both earn "Buy" 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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