Palo Alto Networks Inc (PANW)vsTeradata Corp (TDC)
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
TDC
Teradata Corp
$26.01
-0.38%
TECHNOLOGY · Cap: $2.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 495% more annual revenue ($9.89B vs $1.66B). PANW leads profitability with a 13.0% profit margin vs 7.8%. PANW appears more attractively valued with a PEG of 2.96. PANW earns a higher WallStSmart Score of 58/100 (C).
PANW
Buy58
out of 100
Grade: C
TDC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Margin of Safety
+40.0%
Fair Value
$63.18
Current Price
$26.01
$37.17 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
Every $100 of equity generates 72 in profit
Earnings expanding 56.0% YoY
Areas to Watch
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 10.4x book value
2.9% revenue growth
7.8% margin — thin
Expensive relative to growth rate
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 : TDC
The strongest argument for TDC centers on Return on Equity, EPS Growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 87.3x leaves little room for execution misses.
Bear Case : TDC
The primary concerns for TDC are Price/Book, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
PANW carries more volatility with a beta of 0.82 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (58/100 vs 57/100) and 14.9% revenue growth. TDC offers better value entry with a 40.0% 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.
Teradata Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Teradata Corporation is a provider of hybrid cloud analytics software. The company is headquartered in San Diego, California.
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