Palo Alto Networks Inc (PANW)vsSS&C Technologies Holdings Inc (SSNC)
PANW
Palo Alto Networks Inc
$330.65
-2.32%
TECHNOLOGY · Cap: $270.47B
SSNC
SS&C Technologies Holdings Inc
$80.27
+1.71%
TECHNOLOGY · Cap: $19.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 75% more annual revenue ($11.48B vs $6.56B). SSNC leads profitability with a 13.2% profit margin vs 2.7%. SSNC appears more attractively valued with a PEG of 0.79. SSNC earns a higher WallStSmart Score of 74/100 (B).
PANW
Buy51
out of 100
Grade: C-
SSNC
Strong Buy74
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
+46.5%
Fair Value
$136.15
Current Price
$80.27
$55.88 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
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.6%
Earnings expanding 34.7% YoY
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
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
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 : SSNC
The strongest argument for SSNC centers on PEG Ratio, Price/Book, Operating Margin. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.79 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 : SSNC
The primary concerns for SSNC are Debt/Equity, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while SSNC is a value play — different risk/reward profiles.
SSNC carries more volatility with a beta of 1.09 — 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
SSNC scores higher overall (74/100 vs 51/100) and 10.3% 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.
SS&C Technologies Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SS&C Technologies Holdings, Inc. provides software products and software-enabled services to the healthcare and financial services industries. The company is headquartered in Windsor, Connecticut.
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