WallStSmart

Palo Alto Networks Inc (PANW)vsSangoma Technologies Corp (SANG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Palo Alto Networks Inc generates 4403% more annual revenue ($9.89B vs $219.70M). PANW leads profitability with a 13.0% profit margin vs -2.5%. PANW earns a higher WallStSmart Score of 58/100 (C).

PANW

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 7.0Value: 2.0Quality: 5.0
Piotroski: 1/9Altman Z: 1.02

SANG

Avoid

34

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PANWSignificantly Overvalued (-81.9%)

Margin of Safety

-81.9%

Fair Value

$84.24

Current Price

$153.22

$68.98 premium

UndervaluedFair: $84.24Overvalued

Intrinsic value data unavailable for SANG.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PANW3 strengths · Avg: 9.7/10
EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Market CapQuality
$128.28B9/10

Large-cap with strong market position

SANG1 strengths · Avg: 10.0/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Areas to Watch

PANW4 concerns · Avg: 2.8/10
Price/BookValuation
11.5x4/10

Trading at 11.5x book value

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
2.962/10

Expensive relative to growth rate

P/E RatioValuation
87.3x2/10

Premium valuation, high expectations priced in

SANG4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$144.99M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2.2%2/10

ROE of -2.2% — below average capital efficiency

Revenue GrowthGrowth
-13.0%2/10

Revenue declined 13.0%

Comparative Analysis Report

WallStSmart Research

Bull 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 : SANG

The strongest argument for SANG centers on Price/Book.

Bear Case : PANW

The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 87.3x leaves little room for execution misses.

Bear Case : SANG

The primary concerns for SANG are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

PANW profiles as a value stock while SANG is a turnaround play — different risk/reward profiles.

SANG carries more volatility with a beta of 1.02 — expect wider price swings.

PANW is growing revenue faster at 14.9% — sustainability is the question.

PANW generates stronger free cash flow (470M), providing more financial flexibility.

Bottom Line

PANW scores higher overall (58/100 vs 34/100) and 14.9% revenue growth. Both earn "Buy" and "Avoid" 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.

Sangoma Technologies Corp

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Sangoma Technologies Corporation develops, manufactures, distributes and supports voice and data connectivity components for software-based communication applications worldwide. The company is headquartered in Markham, Canada.

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