Palo Alto Networks Inc (PANW)vsRoadzen Inc. (RDZN)
PANW
Palo Alto Networks Inc
$373.94
+0.31%
TECHNOLOGY · Cap: $270.47B
RDZN
Roadzen Inc.
$1.20
+4.35%
TECHNOLOGY · Cap: $110.72M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 18922% more annual revenue ($11.48B vs $60.35M). PANW leads profitability with a 2.7% profit margin vs -46.9%. RDZN trades at a lower P/E of 6.2x. PANW earns a higher WallStSmart Score of 51/100 (C-).
PANW
Buy51
out of 100
Grade: C-
RDZN
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$373.94
$127.87 discount
Margin of Safety
+38.9%
Fair Value
$2.47
Current Price
$1.20
$1.27 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
Attractively priced relative to earnings
Revenue surging 49.0% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Trading at 11.1x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Negative free cash flow — burning cash
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 : RDZN
The strongest argument for RDZN centers on P/E Ratio, Revenue Growth, Debt/Equity. Revenue growth of 49.0% demonstrates continued momentum.
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 : RDZN
The primary concerns for RDZN are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
RDZN carries more volatility with a beta of 1.22 — expect wider price swings.
RDZN is growing revenue faster at 49.0% — 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 (51/100 vs 29/100) and 34.4% revenue growth. RDZN offers better value entry with a 38.9% margin of safety. Both earn "Buy" and "Avoid" 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.
Roadzen Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
RoadZen, lnc. The company is headquartered in New Delhi, India.
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