Palo Alto Networks Inc (PANW)vsTSS, Inc. Common Stock (TSSI)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
TSSI
TSS, Inc. Common Stock
$15.32
+7.96%
TECHNOLOGY · Cap: $409.53M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 3926% more annual revenue ($9.89B vs $245.72M). PANW leads profitability with a 13.0% profit margin vs 6.2%. TSSI appears more attractively valued with a PEG of 0.19. TSSI earns a higher WallStSmart Score of 65/100 (C+).
PANW
Buy56
out of 100
Grade: C
TSSI
Buy65
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
+79.7%
Fair Value
$39.42
Current Price
$15.32
$24.10 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
Growing faster than its price suggests
Every $100 of equity generates 36 in profit
Earnings expanding 380.4% YoY
Revenue surging 21.8% 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
Moderate valuation
Smaller company, higher risk/reward
6.2% margin — thin
Weak financial health signals
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 : TSSI
The strongest argument for TSSI centers on PEG Ratio, Return on Equity, EPS Growth. Revenue growth of 21.8% demonstrates continued momentum. PEG of 0.19 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 : TSSI
The primary concerns for TSSI are P/E Ratio, Market Cap, Profit Margin.
Key Dynamics to Monitor
PANW profiles as a value stock while TSSI is a growth play — different risk/reward profiles.
TSSI carries more volatility with a beta of 2.04 — expect wider price swings.
TSSI is growing revenue faster at 21.8% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
TSSI scores higher overall (65/100 vs 56/100) and 21.8% revenue growth. PANW offers better value entry with a 60.8% 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.
TSS, Inc. Common Stock
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
TSS, Inc. provides integration technology services to implement, operate, and maintain information technology systems to enterprises and users in the United States. The company is headquartered in Round Rock, Texas.
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