Palo Alto Networks Inc (PANW)vsWorkday Inc (WDAY)
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
WDAY
Workday Inc
$144.28
-2.45%
TECHNOLOGY · Cap: $32.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 0% more annual revenue ($9.89B vs $9.85B). PANW leads profitability with a 13.0% profit margin vs 8.6%. WDAY appears more attractively valued with a PEG of 0.51. WDAY earns a higher WallStSmart Score of 66/100 (B-).
PANW
Buy57
out of 100
Grade: C
WDAY
Strong Buy66
out of 100
Grade: B-
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
+75.2%
Fair Value
$583.88
Current Price
$144.28
$439.60 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
Earnings expanding 248.0% YoY
Growing faster than its price suggests
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
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio. Revenue growth of 13.5% demonstrates continued momentum. PEG of 0.51 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 : WDAY
The primary concerns for WDAY are P/E Ratio, Altman Z-Score. A P/E of 40.9x leaves little room for execution misses.
Key Dynamics to Monitor
WDAY carries more volatility with a beta of 1.08 — 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
WDAY scores higher overall (66/100 vs 57/100) and 13.5% revenue growth. PANW offers better value entry with a 39.7% margin of safety. Both earn "Strong 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.
Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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