Palo Alto Networks Inc (PANW)vsRoadzen Inc. (RDZN)
PANW
Palo Alto Networks Inc
$331.83
+1.89%
TECHNOLOGY · Cap: $273.25B
RDZN
Roadzen Inc.
$1.15
-1.29%
TECHNOLOGY · Cap: $100.63M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 19177% more annual revenue ($10.61B vs $55.02M). PANW leads profitability with a 8.0% profit margin vs -40.9%. RDZN trades at a lower P/E of 4.1x. PANW earns a higher WallStSmart Score of 47/100 (D+).
PANW
Hold47
out of 100
Grade: D+
RDZN
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$331.83
$135.69 discount
Margin of Safety
+36.0%
Fair Value
$2.36
Current Price
$1.15
$1.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Revenue surging 41.4% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Trading at 9.8x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
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 31.1% demonstrates continued momentum.
Bull Case : RDZN
The strongest argument for RDZN centers on P/E Ratio, Revenue Growth, Debt/Equity. Revenue growth of 41.4% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x leaves little room for execution misses.
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 1.20 — expect wider price swings.
RDZN is growing revenue faster at 41.4% — 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 (47/100 vs 29/100) and 31.1% revenue growth. RDZN offers better value entry with a 36.0% margin of safety. Both earn "Hold" 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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