Palo Alto Networks Inc (PANW)vsSynnex Corporation (SNX)
PANW
Palo Alto Networks Inc
$330.65
+13.09%
TECHNOLOGY · Cap: $270.47B
SNX
Synnex Corporation
$269.21
+5.35%
TECHNOLOGY · Cap: $20.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 508% more annual revenue ($69.77B vs $11.48B). PANW leads profitability with a 2.7% profit margin vs 1.6%. SNX appears more attractively valued with a PEG of 0.76. SNX earns a higher WallStSmart Score of 72/100 (B).
PANW
Buy51
out of 100
Grade: C-
SNX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Margin of Safety
+35.4%
Fair Value
$263.13
Current Price
$269.21
$6.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Revenue surging 31.0% year-over-year
Earnings expanding 87.9% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
1.6% margin — thin
Operating margin of 2.7%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bull Case : SNX
The strongest argument for SNX centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 31.0% demonstrates continued momentum. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNX carries more volatility with a beta of 1.43 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNX scores higher overall (72/100 vs 51/100) and 31.0% revenue growth. PANW offers better value entry with a 34.1% margin of safety. 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.
Synnex Corporation
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
SYNNEX Corporation provides business process services in the United States and internationally. The company is headquartered in Fremont, California.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?