Palo Alto Networks Inc (PANW)vsSynnex Corporation (SNX)
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
SNX
Synnex Corporation
$268.80
-3.16%
TECHNOLOGY · Cap: $22.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 558% more annual revenue ($65.14B vs $9.89B). PANW leads profitability with a 13.0% profit margin vs 1.5%. SNX appears more attractively valued with a PEG of 1.57. SNX earns a higher WallStSmart Score of 64/100 (C+).
PANW
Buy57
out of 100
Grade: C
SNX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Margin of Safety
+30.7%
Fair Value
$245.36
Current Price
$268.80
$23.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Earnings expanding 104.4% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
18.1% revenue growth
Areas to Watch
ROE of 3.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
1.5% margin — thin
Operating margin of 2.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : SNX
The strongest argument for SNX centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 18.1% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 256.2x leaves little room for execution misses.
Bear Case : SNX
The primary concerns for SNX are PEG Ratio, Profit Margin, Operating Margin. Thin 1.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a value stock while SNX is a growth play — different risk/reward profiles.
SNX carries more volatility with a beta of 1.44 — expect wider price swings.
SNX is growing revenue faster at 18.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
SNX scores higher overall (64/100 vs 57/100) and 18.1% revenue growth. PANW offers better value entry with a 39.7% 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.
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.
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