WallStSmart

Palo Alto Networks Inc (PANW)vsScience Applications International Corporation Common Stock (SAIC)

VS

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

Hold

47

out of 100

Grade: D+

Growth: 9.3Profit: 3.5Value: 4.7Quality: 4.5
Piotroski: 1/9Altman Z: 1.02

SAIC

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 6.0Value: 5.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PANWUndervalued (+40.6%)

Margin of Safety

+40.6%

Fair Value

$471.49

Current Price

$272.05

$199.44 discount

UndervaluedFair: $471.49Overvalued
SAICUndervalued (+13.2%)

Margin of Safety

+13.2%

Fair Value

$94.70

Current Price

$114.35

$19.65 discount

UndervaluedFair: $94.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PANW4 strengths · Avg: 10.0/10
Market CapQuality
$231.90B10/10

Mega-cap, among the largest globally

Revenue GrowthGrowth
31.1%10/10

Revenue surging 31.1% year-over-year

EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

SAIC3 strengths · Avg: 9.0/10
EPS GrowthGrowth
83.8%10/10

Earnings expanding 83.8% YoY

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
12.8x8/10

Attractively priced relative to earnings

Areas to Watch

PANW4 concerns · Avg: 2.8/10
Return on EquityProfitability
3.0%3/10

ROE of 3.0% — below average capital efficiency

Profit MarginProfitability
8.0%3/10

8.0% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
4.562/10

Expensive relative to growth rate

SAIC4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Debt/EquityHealth
1.883/10

Elevated debt levels

PEG RatioValuation
3.672/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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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