Palo Alto Networks Inc (PANW)vsWex Inc (WEX)
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
WEX
Wex Inc
$151.32
-2.61%
TECHNOLOGY · Cap: $5.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 272% more annual revenue ($9.89B vs $2.66B). PANW leads profitability with a 13.0% profit margin vs 11.4%. WEX appears more attractively valued with a PEG of 1.44. WEX earns a higher WallStSmart Score of 73/100 (B).
PANW
Buy58
out of 100
Grade: C
WEX
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Margin of Safety
+58.2%
Fair Value
$396.40
Current Price
$151.32
$245.08 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
Earnings expanding 50.3% YoY
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Strong operational efficiency at 26.2%
Areas to Watch
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : WEX
The strongest argument for WEX centers on EPS Growth, Return on Equity, P/E Ratio. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 87.3x leaves little room for execution misses.
Bear Case : WEX
The primary concerns for WEX are Altman Z-Score.
Key Dynamics to Monitor
WEX carries more volatility with a beta of 0.98 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WEX scores higher overall (73/100 vs 58/100). 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.
Wex Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
WEX Inc. offers financial technology services in North America, Asia Pacific, and Europe. The company is headquartered in Portland, Maine.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?