Palo Alto Networks Inc (PANW)vsVersus Systems Inc (VS)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
VS
Versus Systems Inc
$1.31
+8.26%
TECHNOLOGY · Cap: $5.83M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 453024% more annual revenue ($9.89B vs $2.18M). PANW leads profitability with a 13.0% profit margin vs -82.1%. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
VS
Hold36
out of 100
Grade: F
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
+86.1%
Fair Value
$7.25
Current Price
$1.31
$5.94 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
Reasonable price relative to book value
Revenue surging 7250.0% year-over-year
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -79.0% — below average capital efficiency
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 : VS
The strongest argument for VS centers on Price/Book, Revenue Growth. Revenue growth of 7250.0% demonstrates continued momentum.
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 : VS
The primary concerns for VS are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
PANW profiles as a value stock while VS is a hypergrowth play — different risk/reward profiles.
VS carries more volatility with a beta of 1.39 — expect wider price swings.
VS is growing revenue faster at 7250.0% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (56/100 vs 36/100) and 14.9% revenue growth. VS offers better value entry with a 86.1% 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.
Versus Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Versus Systems Inc. develops and operates a business-to-business software platform that enables video game publishers and developers to deliver prize-based matches of their games to their players in Canada and the United States. The company is headquartered in Vancouver, Canada.
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