WallStSmart

Palo Alto Networks Inc (PANW)vsTyler Technologies Inc (TYL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Palo Alto Networks Inc generates 346% more annual revenue ($10.61B vs $2.38B). TYL leads profitability with a 13.3% profit margin vs 8.0%. TYL appears more attractively valued with a PEG of 1.45. TYL earns a higher WallStSmart Score of 53/100 (C-).

PANW

Hold

47

out of 100

Grade: D+

Growth: 9.3Profit: 3.5Value: 4.7Quality: 4.5
Piotroski: 1/9Altman Z: 1.02

TYL

Buy

53

out of 100

Grade: C-

Growth: 5.3Profit: 6.5Value: 5.3Quality: 7.0
Piotroski: 5/9Altman Z: 2.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PANWUndervalued (+38.8%)

Margin of Safety

+38.8%

Fair Value

$470.35

Current Price

$272.05

$198.30 discount

UndervaluedFair: $470.35Overvalued
TYLUndervalued (+0.4%)

Margin of Safety

+0.4%

Fair Value

$340.69

Current Price

$312.07

$28.62 discount

UndervaluedFair: $340.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PANW4 strengths · Avg: 10.0/10
Market CapQuality
$231.90B10/10

Mega-cap, among the largest globally

Revenue GrowthGrowth
31.1%10/10

Revenue surging 31.1% year-over-year

EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

TYL1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Areas to Watch

PANW4 concerns · Avg: 2.8/10
Return on EquityProfitability
3.0%3/10

ROE of 3.0% — below average capital efficiency

Profit MarginProfitability
8.0%3/10

8.0% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
4.562/10

Expensive relative to growth rate

TYL2 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.2%4/10

2.2% earnings growth

P/E RatioValuation
41.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : PANW

The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.

Bull Case : TYL

The strongest argument for TYL centers on Debt/Equity. PEG of 1.45 suggests the stock is reasonably priced for its growth.

Bear Case : PANW

The primary concerns for PANW are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 247.4x leaves little room for execution misses.

Bear Case : TYL

The primary concerns for TYL are EPS Growth, P/E Ratio. A P/E of 41.3x leaves little room for execution misses.

Key Dynamics to Monitor

PANW profiles as a hypergrowth stock while TYL is a value play — different risk/reward profiles.

PANW carries more volatility with a beta of 0.94 — expect wider price swings.

PANW is growing revenue faster at 31.1% — sustainability is the question.

PANW generates stronger free cash flow (788M), providing more financial flexibility.

Bottom Line

TYL scores higher overall (53/100 vs 47/100). PANW offers better value entry with a 38.8% margin of safety. Both earn "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.

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.

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