Palo Alto Networks Inc (PANW)vsLiveramp Holdings Inc (RAMP)
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
RAMP
Liveramp Holdings Inc
$25.52
-1.20%
TECHNOLOGY · Cap: $1.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1144% more annual revenue ($9.89B vs $795.57M). PANW leads profitability with a 13.0% profit margin vs 8.6%. RAMP appears more attractively valued with a PEG of 0.59. RAMP earns a higher WallStSmart Score of 66/100 (B-).
PANW
Buy58
out of 100
Grade: C
RAMP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Margin of Safety
+52.3%
Fair Value
$48.67
Current Price
$25.52
$23.15 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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
2.8% earnings growth
Smaller company, higher risk/reward
ROE of 7.2% — below average capital efficiency
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 : RAMP
The strongest argument for RAMP centers on PEG Ratio, Price/Book. PEG of 0.59 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 87.3x leaves little room for execution misses.
Bear Case : RAMP
The primary concerns for RAMP are P/E Ratio, EPS Growth, Market Cap.
Key Dynamics to Monitor
RAMP carries more volatility with a beta of 1.19 — 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
RAMP scores higher overall (66/100 vs 58/100). 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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