Palo Alto Networks Inc (PANW)vsYext Inc (YEXT)
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
YEXT
Yext Inc
$4.38
-2.45%
TECHNOLOGY · Cap: $584.66M
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 67.7x. PANW earns a higher WallStSmart Score of 58/100 (C).
PANW
Buy58
out of 100
Grade: C
YEXT
Hold47
out of 100
Grade: D+
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
-1052.1%
Fair Value
$0.48
Current Price
$4.38
$3.90 premium
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
Every $100 of equity generates 24 in profit
Areas to Watch
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
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 : YEXT
The strongest argument for YEXT centers on Return on Equity. Revenue growth of 11.4% demonstrates continued momentum.
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 : YEXT
The primary concerns for YEXT are EPS Growth, Market Cap, Debt/Equity. A P/E of 67.7x leaves little room for execution misses. Debt-to-equity of 1.59 is elevated, increasing financial risk.
Key Dynamics to Monitor
YEXT carries more volatility with a beta of 1.06 — 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
PANW scores higher overall (58/100 vs 47/100) 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 leader in digital knowledge management, offering cutting-edge solutions designed to enhance online visibility and engagement for businesses across multiple platforms. Utilizing advanced artificial intelligence and natural language processing, Yext delivers superior local search engine optimization and ensures data accuracy, allowing clients to maintain brand consistency in real-time. With a focus on serving a wide range of industries, Yext positions itself as an indispensable ally for organizations seeking to improve customer experiences and master the complexities of the ever-evolving digital landscape.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?