Palo Alto Networks Inc (PANW)vsLiveramp Holdings Inc (RAMP)
PANW
Palo Alto Networks Inc
$330.65
-2.32%
TECHNOLOGY · Cap: $270.47B
RAMP
Liveramp Holdings Inc
$37.60
-0.40%
TECHNOLOGY · Cap: $2.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1280% more annual revenue ($11.48B vs $832.10M). RAMP leads profitability with a 18.7% profit margin vs 2.7%. RAMP appears more attractively valued with a PEG of 0.59. RAMP earns a higher WallStSmart Score of 71/100 (B).
PANW
Buy51
out of 100
Grade: C-
RAMP
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Margin of Safety
+45.3%
Fair Value
$42.41
Current Price
$37.60
$4.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Earnings expanding 136.6% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bull Case : RAMP
The strongest argument for RAMP centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 18.7% and operating margin at 12.5%. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : RAMP
No major red flags identified for RAMP, but monitor valuation.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while RAMP is a mature play — different risk/reward profiles.
RAMP carries more volatility with a beta of 1.25 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
RAMP scores higher overall (71/100 vs 51/100), backed by strong 18.7% margins. PANW offers better value entry with a 34.1% 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.
Liveramp Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
LiveRamp Holdings, Inc., a technology company, offers enterprise data connectivity platform solutions in the United States, Europe, and Asia-Pacific. The company is headquartered in San Francisco, California.
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