Palo Alto Networks Inc (PANW)vsScience Applications International Corporation Common Stock (SAIC)
PANW
Palo Alto Networks Inc
$272.05
+2.00%
TECHNOLOGY · Cap: $231.90B
SAIC
Science Applications International Corporation Common Stock
$114.35
-1.90%
TECHNOLOGY · Cap: $4.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 45% more annual revenue ($10.61B vs $7.29B). PANW leads profitability with a 8.0% profit margin vs 5.5%. SAIC appears more attractively valued with a PEG of 3.67. SAIC earns a higher WallStSmart Score of 60/100 (C+).
PANW
Hold47
out of 100
Grade: D+
SAIC
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.6%
Fair Value
$471.49
Current Price
$272.05
$199.44 discount
Margin of Safety
+13.2%
Fair Value
$94.70
Current Price
$114.35
$19.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Earnings expanding 83.8% YoY
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Areas to Watch
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
1.5% revenue growth
5.5% margin — thin
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bull Case : SAIC
The strongest argument for SAIC centers on EPS Growth, Return on Equity, P/E Ratio.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 247.4x leaves little room for execution misses.
Bear Case : SAIC
The primary concerns for SAIC are Revenue Growth, Profit Margin, Debt/Equity. Debt-to-equity of 1.88 is elevated, increasing financial risk.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while SAIC is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.94 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
SAIC scores higher overall (60/100 vs 47/100). PANW offers better value entry with a 40.6% 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.
Science Applications International Corporation Common Stock
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Science Applications International Corporation provides technical, engineering and business information technology (IT) services primarily in the United States. The company is headquartered in Reston, Virginia.
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