Palo Alto Networks Inc (PANW)vsRichardson Electronics Ltd (RELL)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
RELL
Richardson Electronics Ltd
$13.75
-2.96%
TECHNOLOGY · Cap: $206.27M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 4518% more annual revenue ($9.89B vs $214.26M). PANW leads profitability with a 13.0% profit margin vs 1.8%. RELL appears more attractively valued with a PEG of 1.47. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
RELL
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.8%
Fair Value
$457.02
Current Price
$179.32
$277.70 discount
Margin of Safety
+30.1%
Fair Value
$20.60
Current Price
$13.75
$6.85 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
Reasonable price relative to book value
Earnings expanding 221.1% YoY
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.1% revenue growth
Smaller company, higher risk/reward
ROE of 2.4% — below average capital efficiency
1.8% margin — thin
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 : RELL
The strongest argument for RELL centers on Price/Book, EPS Growth. PEG of 1.47 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 100.2x leaves little room for execution misses.
Bear Case : RELL
The primary concerns for RELL are Revenue Growth, Market Cap, Return on Equity. A P/E of 52.5x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
RELL carries more volatility with a beta of 1.13 — 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
PANW scores higher overall (56/100 vs 55/100) and 14.9% revenue growth. RELL offers better value entry with a 30.1% margin of safety. Both earn "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.
Richardson Electronics Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Richardson Electronics, Ltd. is engaged in microwave and power technologies, custom display solutions, and healthcare equipment businesses in North America, Asia Pacific, Europe, and Latin America. The company is headquartered in LaFox, Illinois.
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