Palo Alto Networks Inc (PANW)vsStratasys Ltd (SSYS)
PANW
Palo Alto Networks Inc
$401.70
-1.79%
TECHNOLOGY · Cap: $279.76B
SSYS
Stratasys Ltd
$7.15
-0.14%
TECHNOLOGY · Cap: $607.85M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1998% more annual revenue ($11.48B vs $547.27M). PANW leads profitability with a 2.7% profit margin vs -21.0%. PANW appears more attractively valued with a PEG of 2.01. PANW earns a higher WallStSmart Score of 49/100 (D+).
PANW
Hold49
out of 100
Grade: D+
SSYS
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$401.70
$97.25 discount
Margin of Safety
+84.9%
Fair Value
$74.56
Current Price
$7.15
$67.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Trading at 11.9x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -14.1% — 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 34.5% demonstrates continued momentum.
Bull Case : SSYS
The strongest argument for SSYS centers on Price/Book, Debt/Equity.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : SSYS
The primary concerns for SSYS are PEG Ratio, EPS Growth, Market Cap.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while SSYS is a turnaround play — different risk/reward profiles.
SSYS carries more volatility with a beta of 1.99 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PANW scores higher overall (49/100 vs 38/100) and 34.5% revenue growth. SSYS offers better value entry with a 84.9% 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.
Stratasys Ltd
TECHNOLOGY · COMPUTER HARDWARE · USA
Stratasys Ltd. provides connected, polymer-based 3D printing solutions. The company is headquartered in Eden Prairie, Minnesota.
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