Palo Alto Networks Inc (PANW)vsServiceTitan, Inc. Class A Common Stock (TTAN)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
TTAN
ServiceTitan, Inc. Class A Common Stock
$59.88
-1.32%
TECHNOLOGY · Cap: $5.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 930% more annual revenue ($9.89B vs $960.97M). PANW leads profitability with a 13.0% profit margin vs -16.6%. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
TTAN
Avoid33
out of 100
Grade: F
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
-12.8%
Fair Value
$53.86
Current Price
$59.88
$6.02 premium
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
Generating 39.9B in free cash flow
Revenue surging 21.4% 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
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Operating margin of -15.6%
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 : TTAN
The strongest argument for TTAN centers on Free Cash Flow, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
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 : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
PANW profiles as a value stock while TTAN is a growth play — different risk/reward profiles.
TTAN is growing revenue faster at 21.4% — sustainability is the question.
TTAN generates stronger free cash flow (39.9B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (56/100 vs 33/100) and 14.9% revenue growth. Both earn "Buy" and "Avoid" 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.
ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a premier software platform tailored to enhance operational efficiency in the residential and commercial service sectors, particularly within plumbing, HVAC, and electrical services. The company equips contractors with sophisticated tools for scheduling, invoicing, and customer management, harnessing data analytics and automation to drive performance and profitability. As a pivotal player in the service industry, ServiceTitan is committed to ongoing product innovation and market expansion, establishing itself as an essential ally for contractors in an evolving competitive environment.
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