Palo Alto Networks Inc (PANW)vsViavi Solutions Inc (VIAV)
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
VIAV
Viavi Solutions Inc
$53.21
+1.10%
TECHNOLOGY · Cap: $13.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 624% more annual revenue ($9.89B vs $1.37B). PANW leads profitability with a 13.0% profit margin vs -4.0%. VIAV appears more attractively valued with a PEG of 1.34. PANW earns a higher WallStSmart Score of 57/100 (C).
PANW
Buy57
out of 100
Grade: C
VIAV
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Intrinsic value data unavailable for VIAV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Revenue surging 42.8% year-over-year
Areas to Watch
ROE of 3.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 14.7x book value
Elevated debt levels
Weak financial health signals
ROE of -6.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : VIAV
The strongest argument for VIAV centers on Revenue Growth. Revenue growth of 42.8% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 256.2x leaves little room for execution misses.
Bear Case : VIAV
The primary concerns for VIAV are Price/Book, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
PANW profiles as a value stock while VIAV is a hypergrowth play — different risk/reward profiles.
VIAV carries more volatility with a beta of 1.19 — expect wider price swings.
VIAV is growing revenue faster at 42.8% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (57/100 vs 41/100) and 14.9% revenue growth. 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.
Viavi Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viavi Solutions Inc. provides network testing, monitoring and assurance solutions to communications service providers, enterprises, network equipment manufacturers, government, civil, military and avionics customers worldwide. The company is headquartered in San Jose, California.
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