Palo Alto Networks Inc (PANW)vsAtlassian Corp Plc (TEAM)
PANW
Palo Alto Networks Inc
$394.49
-3.53%
TECHNOLOGY · Cap: $279.76B
TEAM
Atlassian Corp Plc
$220.12
+0.32%
TECHNOLOGY · Cap: $54.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 75% more annual revenue ($11.48B vs $6.57B). PANW leads profitability with a 2.7% profit margin vs -0.8%. 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+
TEAM
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 discount
Margin of Safety
+81.4%
Fair Value
$468.01
Current Price
$220.12
$247.89 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
Earnings expanding 172.2% YoY
Large-cap with strong market position
Revenue surging 27.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 11.7x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Expensive relative to growth rate
Elevated debt levels
Trading at 52.7x book value
ROE of -5.1% — 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 : TEAM
The strongest argument for TEAM centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 27.6% demonstrates continued momentum.
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 : TEAM
The primary concerns for TEAM are PEG Ratio, Debt/Equity, Price/Book.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while TEAM is a growth play — different risk/reward profiles.
TEAM carries more volatility with a beta of 1.23 — 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 45/100) and 34.5% revenue growth. TEAM offers better value entry with a 81.4% 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.
Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
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