Palo Alto Networks Inc (PANW)vsTeradata Corp (TDC)
PANW
Palo Alto Networks Inc
$207.88
+5.78%
TECHNOLOGY · Cap: $159.39B
TDC
Teradata Corp
$31.59
+6.61%
TECHNOLOGY · Cap: $2.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 486% more annual revenue ($9.89B vs $1.69B). TDC leads profitability with a 24.9% profit margin vs 13.0%. PANW appears more attractively valued with a PEG of 3.09. TDC earns a higher WallStSmart Score of 61/100 (C+).
PANW
Buy56
out of 100
Grade: C
TDC
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.7%
Fair Value
$454.04
Current Price
$207.88
$246.16 discount
Margin of Safety
+0.9%
Fair Value
$38.23
Current Price
$31.59
$6.64 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
Attractively priced relative to earnings
Every $100 of equity generates 118 in profit
Earnings expanding 671.0% YoY
Keeps 25 of every $100 in revenue as profit
Areas to Watch
Trading at 15.6x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.7x book value
Expensive relative to growth rate
Distress zone — elevated risk
Operating margin of -7.4%
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 P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 24.9% and operating margin at -7.4%.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 109.2x leaves little room for execution misses.
Bear Case : TDC
The primary concerns for TDC are Price/Book, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
PANW profiles as a value stock while TDC is a mature play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.77 — 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
TDC scores higher overall (61/100 vs 56/100), backed by strong 24.9% margins. PANW offers better value entry with a 56.7% 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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