Palo Alto Networks Inc (PANW)vsScience Applications International Corporation Common Stock (SAIC)
PANW
Palo Alto Networks Inc
$351.72
-0.43%
TECHNOLOGY · Cap: $299.44B
SAIC
Science Applications International Corporation Common Stock
$151.59
-0.86%
TECHNOLOGY · Cap: $6.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 55% more annual revenue ($11.48B vs $7.40B). SAIC leads profitability with a 5.1% profit margin vs 2.7%. PANW appears more attractively valued with a PEG of 1.87. SAIC earns a higher WallStSmart Score of 52/100 (C-).
PANW
Buy51
out of 100
Grade: C-
SAIC
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.6%
Fair Value
$498.68
Current Price
$351.72
$146.96 discount
Margin of Safety
+15.6%
Fair Value
$97.44
Current Price
$151.59
$54.15 discount
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
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Trading at 10.4x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
5.1% margin — thin
Elevated debt levels
Expensive relative to growth rate
Earnings declined 12.2%
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 : SAIC
The strongest argument for SAIC centers on Return on Equity, P/E Ratio.
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 : SAIC
The primary concerns for SAIC are Profit Margin, Debt/Equity, PEG Ratio. 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 0.93 — 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
SAIC scores higher overall (52/100 vs 51/100). PANW offers better value entry with a 26.6% 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.
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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