Palo Alto Networks Inc (PANW)vsWorkday Inc (WDAY)
PANW
Palo Alto Networks Inc
$401.70
-1.79%
TECHNOLOGY · Cap: $279.76B
WDAY
Workday Inc
$204.36
-0.54%
TECHNOLOGY · Cap: $45.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 13% more annual revenue ($11.48B vs $10.15B). WDAY leads profitability with a 12.3% profit margin vs 2.7%. WDAY appears more attractively valued with a PEG of 0.70. WDAY earns a higher WallStSmart Score of 65/100 (C+).
PANW
Hold49
out of 100
Grade: D+
WDAY
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$401.70
$97.25 discount
Margin of Safety
+75.7%
Fair Value
$593.97
Current Price
$204.36
$389.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Earnings expanding 206.0% YoY
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 11.9x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
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, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio. Revenue growth of 12.8% demonstrates continued momentum. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : WDAY
The primary concerns for WDAY are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while WDAY is a value play — different risk/reward profiles.
WDAY carries more volatility with a beta of 1.07 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
WDAY scores higher overall (65/100 vs 49/100) and 12.8% revenue growth. PANW offers better value entry with a 21.7% 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.
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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