Palo Alto Networks Inc (PANW)vsSportradar Group AG (SRAD)
PANW
Palo Alto Networks Inc
$374.57
+5.00%
TECHNOLOGY · Cap: $270.47B
SRAD
Sportradar Group AG
$13.60
+8.45%
TECHNOLOGY · Cap: $3.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 729% more annual revenue ($11.48B vs $1.39B). PANW leads profitability with a 2.7% profit margin vs 1.2%. SRAD trades at a lower P/E of 202.0x. PANW earns a higher WallStSmart Score of 51/100 (C-).
PANW
Buy51
out of 100
Grade: C-
SRAD
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.4%
Fair Value
$500.75
Current Price
$374.57
$126.18 discount
Intrinsic value data unavailable for SRAD.
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
Generating 1.3B in free cash flow
Conservative balance sheet, low leverage
18.9% revenue growth
Areas to Watch
Expensive relative to growth rate
Trading at 11.1x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
ROE of 7.8% — below average capital efficiency
1.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : SRAD
The strongest argument for SRAD centers on Debt/Equity, Revenue Growth. Revenue growth of 18.9% demonstrates continued momentum.
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 : SRAD
The primary concerns for SRAD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 202.0x leaves little room for execution misses. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while SRAD is a growth play — different risk/reward profiles.
SRAD carries more volatility with a beta of 1.58 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PANW scores higher overall (51/100 vs 38/100) 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.
Sportradar Group AG
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Sportradar Group AG is focused on operating as a portfolio company of Sportradar Holding AG providing integrated sports data and technology platforms to the sports betting industry in the UK, Malta, Switzerland and internationally. The company is headquartered in St. Gallen, Switzerland.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?