Palo Alto Networks Inc (PANW)vsRemitly Global Inc (RELY)
PANW
Palo Alto Networks Inc
$330.65
-2.32%
TECHNOLOGY · Cap: $270.47B
RELY
Remitly Global Inc
$21.99
+0.27%
TECHNOLOGY · Cap: $5.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 534% more annual revenue ($11.48B vs $1.81B). RELY leads profitability with a 16.9% profit margin vs 2.7%. RELY trades at a lower P/E of 17.8x. RELY earns a higher WallStSmart Score of 65/100 (B-).
PANW
Buy51
out of 100
Grade: C-
RELY
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Margin of Safety
+46.5%
Fair Value
$24.79
Current Price
$21.99
$2.80 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
Earnings expanding 3000.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Revenue surging 20.2% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Weak financial health signals
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 : RELY
The strongest argument for RELY centers on EPS Growth, Debt/Equity, P/E Ratio. Profitability is solid with margins at 16.9% and operating margin at 14.3%. Revenue growth of 20.2% 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 : RELY
The primary concerns for RELY are Piotroski F-Score.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while RELY is a growth play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.91 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
RELY scores higher overall (65/100 vs 51/100), backed by strong 16.9% margins and 20.2% revenue growth. PANW offers better value entry with a 34.1% margin of safety. 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.
Remitly Global Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Real Industry, Inc. engages in aluminum smelting, processing, recycling, and alloying activities in the United States and internationally. The company is headquartered in Sherman Oaks, California.
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