Palo Alto Networks Inc (PANW)vsNCR Voyix Corporation (VYX)
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
VYX
NCR Voyix Corporation
$6.91
-2.68%
TECHNOLOGY · Cap: $990.83M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 269% more annual revenue ($9.89B vs $2.68B). PANW leads profitability with a 13.0% profit margin vs 2.8%. VYX appears more attractively valued with a PEG of 2.68. PANW earns a higher WallStSmart Score of 57/100 (C).
PANW
Buy57
out of 100
Grade: C
VYX
Hold43
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
Margin of Safety
+7.5%
Fair Value
$10.70
Current Price
$6.91
$3.79 discount
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
Reasonable price relative to book value
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
Moderate valuation
Smaller company, higher risk/reward
2.8% margin — thin
Elevated debt levels
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 : VYX
The strongest argument for VYX centers on Price/Book.
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 : VYX
The primary concerns for VYX are P/E Ratio, Market Cap, Profit Margin. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
VYX carries more volatility with a beta of 1.52 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (57/100 vs 43/100) 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.
NCR Voyix Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
NCR Corporation provides various software and services in the United States, Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Atlanta, Georgia.
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