Palo Alto Networks Inc (PANW)vsRestaurant Brands International Inc (QSR)
PANW
Palo Alto Networks Inc
$207.88
+5.78%
TECHNOLOGY · Cap: $159.39B
QSR
Restaurant Brands International Inc
$79.71
+0.72%
CONSUMER CYCLICAL · Cap: $36.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 3% more annual revenue ($9.89B vs $9.59B). PANW leads profitability with a 13.0% profit margin vs 10.0%. QSR appears more attractively valued with a PEG of 0.94. QSR earns a higher WallStSmart Score of 70/100 (B).
PANW
Buy56
out of 100
Grade: C
QSR
Strong Buy70
out of 100
Grade: B
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
+33.6%
Fair Value
$106.48
Current Price
$79.71
$26.77 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
Earnings expanding 100.0% YoY
Every $100 of equity generates 28 in profit
Growing faster than its price suggests
Strong operational efficiency at 27.0%
Areas to Watch
Trading at 15.6x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
Distress zone — elevated risk
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 : QSR
The strongest argument for QSR centers on EPS Growth, Return on Equity, PEG Ratio. PEG of 0.94 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 109.2x leaves little room for execution misses.
Bear Case : QSR
The primary concerns for QSR are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
PANW carries more volatility with a beta of 0.77 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
QSR scores higher overall (70/100 vs 56/100). PANW offers better value entry with a 56.7% margin of safety. Both earn "Strong 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.
Restaurant Brands International Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Restaurant Brands International Inc. owns, operates and franchises quick-service restaurants under the Tim Hortons (TH), Burger King (BK) and Popeyes (PLK) brands. The company is headquartered in Toronto, Canada.
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