Palo Alto Networks Inc (PANW)vsZebra Technologies Corporation (ZBRA)
PANW
Palo Alto Networks Inc
$363.58
-3.06%
TECHNOLOGY · Cap: $270.47B
ZBRA
Zebra Technologies Corporation
$346.63
-0.34%
TECHNOLOGY · Cap: $16.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 96% more annual revenue ($11.48B vs $5.85B). ZBRA leads profitability with a 9.2% profit margin vs 2.7%. ZBRA appears more attractively valued with a PEG of 0.61. ZBRA earns a higher WallStSmart Score of 74/100 (B).
PANW
Buy51
out of 100
Grade: C-
ZBRA
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.4%
Fair Value
$500.75
Current Price
$363.58
$137.17 discount
Margin of Safety
-10.8%
Fair Value
$227.78
Current Price
$346.63
$118.85 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Earnings expanding 121.5% YoY
Growing faster than its price suggests
Strong operational efficiency at 21.3%
Revenue surging 20.4% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 10.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bull Case : ZBRA
The strongest argument for ZBRA centers on EPS Growth, PEG Ratio, Operating Margin. Revenue growth of 20.4% demonstrates continued momentum. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : ZBRA
The primary concerns for ZBRA are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while ZBRA is a growth play — different risk/reward profiles.
ZBRA carries more volatility with a beta of 1.61 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
ZBRA scores higher overall (74/100 vs 51/100) and 20.4% revenue growth. PANW offers better value entry with a 27.4% margin of safety. 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.
Zebra Technologies Corporation
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Zebra Technologies Corporation is an American company that manufactures and sells marking, tracking, and computer printing technologies. Its products include thermal barcode label and receipt printers, RFID smart label printers/encoders/fixed & handheld readers/antennas, and card and kiosk printers that are used for barcode labeling, personal identification, and specialty printing, principally in the manufacturing, supply chain, retail, healthcare, and government sectors.
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