Palo Alto Networks Inc (PANW)vsTTM Technologies Inc (TTMI)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
TTMI
TTM Technologies Inc
$137.50
-0.07%
TECHNOLOGY · Cap: $14.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 240% more annual revenue ($9.89B vs $2.91B). PANW leads profitability with a 13.0% profit margin vs 6.1%. TTMI appears more attractively valued with a PEG of 0.36. TTMI earns a higher WallStSmart Score of 61/100 (C+).
PANW
Buy56
out of 100
Grade: C
TTMI
Buy61
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
+29.1%
Fair Value
$129.58
Current Price
$137.50
$7.92 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
Earnings expanding 828.0% YoY
19.0% revenue growth
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 8.1x book value
6.1% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : TTMI
The strongest argument for TTMI centers on PEG Ratio, EPS Growth, Revenue Growth. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.36 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 : TTMI
The primary concerns for TTMI are Price/Book, Profit Margin, P/E Ratio. A P/E of 81.8x leaves little room for execution misses.
Key Dynamics to Monitor
PANW profiles as a value stock while TTMI is a growth play — different risk/reward profiles.
TTMI carries more volatility with a beta of 1.76 — expect wider price swings.
TTMI is growing revenue faster at 19.0% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
TTMI scores higher overall (61/100 vs 56/100) and 19.0% 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.
TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
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