Palo Alto Networks Inc (PANW)vsWorkday Inc (WDAY)
PANW
Palo Alto Networks Inc
$314.15
+3.67%
TECHNOLOGY · Cap: $273.25B
WDAY
Workday Inc
$158.11
-5.89%
TECHNOLOGY · Cap: $35.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 8% more annual revenue ($10.61B vs $9.85B). WDAY leads profitability with a 8.6% profit margin vs 8.0%. WDAY appears more attractively valued with a PEG of 0.57. WDAY earns a higher WallStSmart Score of 63/100 (C+).
PANW
Hold47
out of 100
Grade: D+
WDAY
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$314.15
$153.37 discount
Margin of Safety
+74.9%
Fair Value
$575.02
Current Price
$158.11
$416.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Earnings expanding 248.0% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 9.2x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
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 31.1% 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 0.57 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x 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 45.1x leaves little room for execution misses.
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 1.10 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
WDAY scores higher overall (63/100 vs 47/100) and 13.5% revenue growth. PANW offers better value entry with a 32.8% 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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?