Palo Alto Networks Inc (PANW)vsTTM Technologies Inc (TTMI)
PANW
Palo Alto Networks Inc
$394.49
-3.53%
TECHNOLOGY · Cap: $279.76B
TTMI
TTM Technologies Inc
$90.79
+4.62%
TECHNOLOGY · Cap: $9.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 240% more annual revenue ($11.48B vs $3.38B). TTMI leads profitability with a 7.0% profit margin vs 2.7%. TTMI appears more attractively valued with a PEG of 0.36. TTMI earns a higher WallStSmart Score of 66/100 (B-).
PANW
Hold49
out of 100
Grade: D+
TTMI
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 discount
Intrinsic value data unavailable for TTMI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Growing faster than its price suggests
Revenue surging 37.4% year-over-year
Earnings expanding 92.5% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 11.7x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
7.0% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 37.4% 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 PEG Ratio, Price/Book, Return on Equity. A P/E of 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : TTMI
The primary concerns for TTMI are Profit Margin, P/E Ratio. A P/E of 42.5x leaves little room for execution misses.
Key Dynamics to Monitor
TTMI carries more volatility with a beta of 2.14 — expect wider price swings.
TTMI is growing revenue faster at 37.4% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TTMI scores higher overall (66/100 vs 49/100) and 37.4% revenue growth. PANW offers better value entry with a 21.7% margin of safety. Both earn "Strong 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.
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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