Palo Alto Networks Inc (PANW)vsTyler Technologies Inc (TYL)
PANW
Palo Alto Networks Inc
$207.88
+5.78%
TECHNOLOGY · Cap: $159.39B
TYL
Tyler Technologies Inc
$324.58
-1.96%
TECHNOLOGY · Cap: $13.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 316% more annual revenue ($9.89B vs $2.38B). TYL leads profitability with a 13.3% profit margin vs 13.0%. TYL appears more attractively valued with a PEG of 1.55. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
TYL
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.7%
Fair Value
$454.04
Current Price
$207.88
$246.16 discount
Margin of Safety
+9.0%
Fair Value
$372.75
Current Price
$324.58
$48.17 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
No standout strengths identified
Areas to Watch
Trading at 15.6x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
2.2% earnings growth
Premium valuation, high expectations priced in
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 : TYL
TYL has a balanced fundamental profile.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 109.2x leaves little room for execution misses.
Bear Case : TYL
The primary concerns for TYL are PEG Ratio, EPS Growth, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Key Dynamics to Monitor
TYL carries more volatility with a beta of 0.86 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (56/100 vs 51/100) and 14.9% revenue growth. 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.
Tyler Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Tyler Technologies, Inc., based in Plano, Texas, is the largest provider of software to the United States public sector.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?