Palo Alto Networks Inc (PANW)vsShotspotter Inc (SSTI)
PANW
Palo Alto Networks Inc
$314.15
+3.67%
TECHNOLOGY · Cap: $273.25B
SSTI
Shotspotter Inc
$7.95
-4.90%
TECHNOLOGY · Cap: $108.55M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 10511% more annual revenue ($10.61B vs $99.96M). PANW leads profitability with a 8.0% profit margin vs -14.9%. SSTI appears more attractively valued with a PEG of 1.05. PANW earns a higher WallStSmart Score of 47/100 (D+).
PANW
Hold47
out of 100
Grade: D+
SSTI
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$314.15
$153.37 discount
Margin of Safety
+80.1%
Fair Value
$35.55
Current Price
$7.95
$27.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Earnings expanding 339.9% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Trading at 9.2x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Smaller company, higher risk/reward
Weak financial health signals
ROE of -22.1% — below average capital efficiency
Revenue declined 14.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bull Case : SSTI
The strongest argument for SSTI centers on EPS Growth, Debt/Equity, Price/Book. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x leaves little room for execution misses.
Bear Case : SSTI
The primary concerns for SSTI are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while SSTI is a turnaround play — different risk/reward profiles.
SSTI carries more volatility with a beta of 1.14 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (47/100 vs 46/100) and 31.1% revenue growth. SSTI offers better value entry with a 80.1% margin of safety. Both earn "Hold" 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.
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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