Palo Alto Networks Inc (PANW)vsThryv Holdings Inc (THRY)
PANW
Palo Alto Networks Inc
$314.15
+3.67%
TECHNOLOGY · Cap: $273.25B
THRY
Thryv Holdings Inc
$4.14
-0.48%
TECHNOLOGY · Cap: $170.53M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1275% more annual revenue ($10.61B vs $771.33M). PANW leads profitability with a 8.0% profit margin vs 1.9%. THRY trades at a lower P/E of 12.8x. THRY earns a higher WallStSmart Score of 51/100 (C-).
PANW
Hold47
out of 100
Grade: D+
THRY
Buy51
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 THRY.
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
Reasonable price relative to book value
Earnings expanding 106.7% YoY
Attractively priced relative to earnings
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
Smaller company, higher risk/reward
ROE of 6.9% — below average capital efficiency
1.9% margin — thin
Operating margin of 2.2%
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 : THRY
The strongest argument for THRY centers on Price/Book, EPS Growth, P/E Ratio.
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 : THRY
The primary concerns for THRY are Market Cap, Return on Equity, Profit Margin. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while THRY is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.91 — 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
THRY scores higher overall (51/100 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.
Thryv Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Thryv Holdings, Inc. provides cloud-based tools and digital marketing solutions to small and medium-sized businesses (SMBs) in the United States. The company is headquartered in DFW Airport, Texas.
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