Palo Alto Networks Inc (PANW)vsRimini Street Inc (RMNI)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
RMNI
Rimini Street Inc
$3.39
-2.59%
TECHNOLOGY · Cap: $319.30M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2247% more annual revenue ($9.89B vs $421.54M). PANW leads profitability with a 13.0% profit margin vs 8.8%. RMNI appears more attractively valued with a PEG of 0.88. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
RMNI
Hold44
out of 100
Grade: D
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
+85.3%
Fair Value
$21.29
Current Price
$3.39
$17.90 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
Attractively priced relative to earnings
Growing faster than its price suggests
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Revenue declined 3.9%
Earnings declined 99.1%
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 : RMNI
The strongest argument for RMNI centers on P/E Ratio, PEG Ratio. PEG of 0.88 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 : RMNI
The primary concerns for RMNI are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
RMNI carries more volatility with a beta of 1.27 — 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 44/100) and 14.9% revenue growth. RMNI offers better value entry with a 85.3% 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.
Rimini Street Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Rimini Street, Inc. provides business software products, services and support for various industries. The company is headquartered in Las Vegas, Nevada.
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