Palo Alto Networks Inc (PANW)vsSprout Social Inc (SPT)
PANW
Palo Alto Networks Inc
$330.65
-2.32%
TECHNOLOGY · Cap: $270.47B
SPT
Sprout Social Inc
$10.80
+1.79%
TECHNOLOGY · Cap: $688.33M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2283% more annual revenue ($11.48B vs $481.82M). PANW leads profitability with a 2.7% profit margin vs -6.1%. SPT appears more attractively valued with a PEG of 0.08. PANW earns a higher WallStSmart Score of 51/100 (C-).
PANW
Buy51
out of 100
Grade: C-
SPT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Intrinsic value data unavailable for SPT.
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
Growing faster than its price suggests
Conservative balance sheet, low leverage
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
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -12.9% — below average capital efficiency
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 : SPT
The strongest argument for SPT centers on PEG Ratio, Debt/Equity, Price/Book. Revenue growth of 10.8% demonstrates continued momentum. PEG of 0.08 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 : SPT
The primary concerns for SPT are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while SPT is a turnaround play — different risk/reward profiles.
SPT carries more volatility with a beta of 0.95 — 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.
Bottom Line
PANW scores higher overall (51/100 vs 44/100) and 34.4% revenue growth. 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.
Sprout Social Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Sprout Social, Inc. designs, develops, and operates a web-based social media management tool in the Americas, EMEA, and Asia Pacific. The company is headquartered in Chicago, Illinois.
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