Palo Alto Networks Inc (PANW)vsYext Inc (YEXT)
PANW
Palo Alto Networks Inc
$314.15
+3.67%
TECHNOLOGY · Cap: $273.25B
YEXT
Yext Inc
$5.72
+1.60%
TECHNOLOGY · Cap: $546.35M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2283% more annual revenue ($10.61B vs $445.01M). YEXT leads profitability with a 8.9% profit margin vs 8.0%. YEXT trades at a lower P/E of 68.1x. YEXT earns a higher WallStSmart Score of 52/100 (C-).
PANW
Hold47
out of 100
Grade: D+
YEXT
Buy52
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
Intrinsic value data unavailable for YEXT.
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
Every $100 of equity generates 162 in profit
Earnings expanding 226.4% YoY
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
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Revenue declined 1.4%
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 : YEXT
The strongest argument for YEXT centers on Return on Equity, EPS 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 : YEXT
The primary concerns for YEXT are Market Cap, P/E Ratio, Revenue Growth. A P/E of 68.1x leaves little room for execution misses. Debt-to-equity of 9.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while YEXT is a value play — different risk/reward profiles.
YEXT carries more volatility with a beta of 1.14 — 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
YEXT scores higher overall (52/100 vs 47/100). 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.
Yext Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Yext Inc. is a leading innovator in digital knowledge management, focused on improving online visibility and customer engagement for enterprises across various sectors. By harnessing cutting-edge artificial intelligence and natural language processing technologies, Yext delivers robust local search engine optimization solutions and guarantees data accuracy to enhance brand consistency. As businesses navigate the complexities of the digital landscape, Yext positions itself as an essential partner that empowers organizations to elevate customer experiences and foster impactful interactions across diverse digital channels.
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