Palo Alto Networks Inc (PANW)vsRadware Ltd (RDWR)
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
RDWR
Radware Ltd
$29.77
-5.64%
TECHNOLOGY · Cap: $1.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 3095% more annual revenue ($9.89B vs $309.64M). PANW leads profitability with a 13.0% profit margin vs 6.3%. PANW appears more attractively valued with a PEG of 5.04. PANW earns a higher WallStSmart Score of 57/100 (C).
PANW
Buy57
out of 100
Grade: C
RDWR
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Margin of Safety
+18.6%
Fair Value
$34.04
Current Price
$29.77
$4.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Areas to Watch
ROE of 3.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
6.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : RDWR
The strongest argument for RDWR centers on Debt/Equity. Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 256.2x leaves little room for execution misses.
Bear Case : RDWR
The primary concerns for RDWR are Altman Z-Score, Market Cap, Return on Equity. A P/E of 63.5x leaves little room for execution misses.
Key Dynamics to Monitor
RDWR carries more volatility with a beta of 0.85 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (57/100 vs 41/100) and 14.9% revenue growth. RDWR offers better value entry with a 18.6% margin of safety. 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.
Radware Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Radware Ltd. develops, manufactures and markets cybersecurity and application delivery solutions for applications in physical, virtual, cloud and software-defined data centers globally. The company is headquartered in Tel Aviv, Israel.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?