Palo Alto Networks Inc (PANW)vsTeledyne Technologies Incorporated (TDY)
PANW
Palo Alto Networks Inc
$314.15
+3.67%
TECHNOLOGY · Cap: $273.25B
TDY
Teledyne Technologies Incorporated
$631.35
-2.82%
TECHNOLOGY · Cap: $29.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 70% more annual revenue ($10.61B vs $6.23B). TDY leads profitability with a 15.0% profit margin vs 8.0%. TDY appears more attractively valued with a PEG of 1.40. TDY earns a higher WallStSmart Score of 64/100 (C+).
PANW
Hold47
out of 100
Grade: D+
TDY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$314.15
$153.37 discount
Intrinsic value data unavailable for TDY.
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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 21.6% YoY
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
Premium valuation, high expectations priced in
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 : TDY
The strongest argument for TDY centers on Debt/Equity, Price/Book, EPS Growth. PEG of 1.40 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 : TDY
The primary concerns for TDY are P/E Ratio.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while TDY is a value play — different risk/reward profiles.
TDY carries more volatility with a beta of 0.92 — 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
TDY scores higher overall (64/100 vs 47/100). PANW offers better value entry with a 32.8% margin of safety. Both earn "Buy" 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.
Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?