Palo Alto Networks Inc (PANW)vsSunrun Inc (RUN)
PANW
Palo Alto Networks Inc
$147.02
-5.97%
TECHNOLOGY · Cap: $119.97B
RUN
Sunrun Inc
$12.60
+1.61%
TECHNOLOGY · Cap: $2.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 235% more annual revenue ($9.89B vs $2.96B). RUN leads profitability with a 15.2% profit margin vs 13.0%. RUN appears more attractively valued with a PEG of 2.59. RUN earns a higher WallStSmart Score of 72/100 (B).
PANW
Buy58
out of 100
Grade: C
RUN
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.5%
Fair Value
$83.77
Current Price
$147.02
$63.25 premium
Margin of Safety
+76.1%
Fair Value
$80.03
Current Price
$12.60
$67.43 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
Reasonable price relative to book value
Revenue surging 123.5% year-over-year
Earnings expanding 95.7% YoY
Areas to Watch
Trading at 11.0x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of -22.1% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
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 : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 15.2% and operating margin at 8.4%. Revenue growth of 123.5% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 82.1x leaves little room for execution misses.
Bear Case : RUN
The primary concerns for RUN are PEG Ratio, Return on Equity, Altman Z-Score. Debt-to-equity of 4.93 is elevated, increasing financial risk.
Key Dynamics to Monitor
PANW profiles as a value stock while RUN is a growth play — different risk/reward profiles.
RUN carries more volatility with a beta of 2.46 — expect wider price swings.
RUN is growing revenue faster at 123.5% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
RUN scores higher overall (72/100 vs 58/100), backed by strong 15.2% margins and 123.5% revenue growth. 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.
Sunrun Inc
TECHNOLOGY · SOLAR · USA
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
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