Palo Alto Networks Inc (PANW)vsAtlassian Corp Plc (TEAM)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
TEAM
Atlassian Corp Plc
$68.59
-2.70%
TECHNOLOGY · Cap: $18.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 72% more annual revenue ($9.89B vs $5.76B). PANW leads profitability with a 13.0% profit margin vs -3.3%. TEAM appears more attractively valued with a PEG of 0.63. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
TEAM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.8%
Fair Value
$457.02
Current Price
$179.32
$277.70 discount
Margin of Safety
+81.1%
Fair Value
$459.97
Current Price
$68.59
$391.38 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
Earnings expanding 172.2% YoY
Growing faster than its price suggests
Revenue surging 23.3% year-over-year
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.5x book value
ROE of -13.5% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : TEAM
The strongest argument for TEAM centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 100.2x leaves little room for execution misses.
Bear Case : TEAM
The primary concerns for TEAM are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
PANW profiles as a value stock while TEAM is a growth play — different risk/reward profiles.
TEAM carries more volatility with a beta of 0.99 — expect wider price swings.
TEAM is growing revenue faster at 23.3% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (56/100 vs 52/100) and 14.9% revenue growth. TEAM offers better value entry with a 81.1% 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.
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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