Palo Alto Networks Inc (PANW)vsRogers Corporation (ROG)
PANW
Palo Alto Networks Inc
$313.84
-0.26%
TECHNOLOGY · Cap: $299.44B
ROG
Rogers Corporation
$121.96
+5.37%
TECHNOLOGY · Cap: $2.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1243% more annual revenue ($11.48B vs $854.90M). ROG leads profitability with a 5.3% profit margin vs 2.7%. ROG appears more attractively valued with a PEG of 0.77. ROG earns a higher WallStSmart Score of 61/100 (C+).
PANW
Buy51
out of 100
Grade: C-
ROG
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.0%
Fair Value
$497.80
Current Price
$313.84
$183.96 discount
Intrinsic value data unavailable for ROG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Earnings expanding 165.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 9.3x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
5.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -4.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : ROG
The strongest argument for ROG centers on EPS Growth, Debt/Equity, Altman Z-Score. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 914.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : ROG
The primary concerns for ROG are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 53.2x leaves little room for execution misses.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while ROG is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.93 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
ROG scores higher overall (61/100 vs 51/100). PANW offers better value entry with a 37.0% 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.
Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?