Palo Alto Networks Inc (PANW)vsShotspotter Inc (SSTI)
PANW
Palo Alto Networks Inc
$179.32
+0.98%
TECHNOLOGY · Cap: $145.43B
SSTI
Shotspotter Inc
$6.99
+2.49%
TECHNOLOGY · Cap: $88.99M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 9401% more annual revenue ($9.89B vs $104.13M). PANW leads profitability with a 13.0% profit margin vs -9.1%. SSTI appears more attractively valued with a PEG of 1.05. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
SSTI
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.3%
Fair Value
$455.52
Current Price
$179.32
$276.20 discount
Margin of Safety
+85.9%
Fair Value
$50.08
Current Price
$6.99
$43.09 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 339.9% YoY
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of -13.0% — below average capital efficiency
Currently unprofitable
Operating margin of -8.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : SSTI
The strongest argument for SSTI centers on Price/Book, EPS Growth. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 100.2x leaves little room for execution misses.
Bear Case : SSTI
The primary concerns for SSTI are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
PANW profiles as a value stock while SSTI is a turnaround play — different risk/reward profiles.
SSTI carries more volatility with a beta of 1.21 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (56/100 vs 53/100) and 14.9% revenue growth. SSTI offers better value entry with a 85.9% 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.
Shotspotter Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ShotSpotter, Inc. provides precision law enforcement and security solutions for law enforcement and security personnel in the United States, South Africa, and the Bahamas. The company is headquartered in Newark, California.
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