Palo Alto Networks Inc (PANW)vsYext Inc (YEXT)
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
YEXT
Yext Inc
$3.89
-1.77%
TECHNOLOGY · Cap: $459.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2115% more annual revenue ($9.89B vs $446.58M). PANW leads profitability with a 13.0% profit margin vs 8.5%. YEXT trades at a lower P/E of 65.6x. PANW earns a higher WallStSmart Score of 57/100 (C).
PANW
Buy57
out of 100
Grade: C
YEXT
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Intrinsic value data unavailable for YEXT.
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
Every $100 of equity generates 162 in profit
Reasonable price relative to book value
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
0.0% earnings growth
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Revenue declined 1.0%
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 : YEXT
The strongest argument for YEXT centers on Return on Equity, Price/Book.
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 : YEXT
The primary concerns for YEXT are EPS Growth, Market Cap, P/E Ratio. A P/E of 65.6x leaves little room for execution misses. Debt-to-equity of 9.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
YEXT carries more volatility with a beta of 1.14 — 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
PANW scores higher overall (57/100 vs 46/100) and 14.9% revenue growth. 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.
Yext Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Yext Inc. is a market leader in digital knowledge management, dedicated to enhancing online visibility and customer engagement for businesses across diverse sectors. Utilizing cutting-edge artificial intelligence and natural language processing, Yext delivers robust local search engine optimization solutions while maintaining real-time data accuracy to support brand consistency. As companies increasingly confront the challenges of the digital landscape, Yext positions itself as an essential ally, improving customer experiences and facilitating impactful interactions across various digital channels.
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