Palo Alto Networks Inc (PANW)vsWorkiva Inc (WK)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
WK
Workiva Inc
$53.91
-0.52%
TECHNOLOGY · Cap: $3.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1018% more annual revenue ($9.89B vs $884.57M). PANW leads profitability with a 13.0% profit margin vs -3.0%. PANW earns a higher WallStSmart Score of 56/100 (C).
PANW
Buy56
out of 100
Grade: C
WK
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.8%
Fair Value
$457.02
Current Price
$179.32
$277.70 discount
Margin of Safety
+16.3%
Fair Value
$77.57
Current Price
$53.91
$23.66 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
19.5% revenue growth
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
Operating margin of 3.3%
ROE of -2763.0% — below average capital efficiency
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 : WK
The strongest argument for WK centers on Revenue Growth. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 100.2x leaves little room for execution misses.
Bear Case : WK
The primary concerns for WK are EPS Growth, Operating Margin, Return on Equity.
Key Dynamics to Monitor
PANW profiles as a value stock while WK is a growth play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.77 — expect wider price swings.
WK is growing revenue faster at 19.5% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (56/100 vs 32/100) and 14.9% revenue growth. WK offers better value entry with a 16.3% margin of safety. Both earn "Buy" and "Avoid" 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.
Workiva Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workiva Inc. provides global cloud-based compliance and regulatory reporting solutions. The company is headquartered in Ames, Iowa.
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