Appian Corp (APPN)vsPalo Alto Networks Inc (PANW)
APPN
Appian Corp
$23.94
-1.60%
TECHNOLOGY · Cap: $1.80B
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1261% more annual revenue ($9.89B vs $726.94M). APPN leads profitability with a 17.0% profit margin vs 13.0%. PANW trades at a lower P/E of 87.3x. PANW earns a higher WallStSmart Score of 58/100 (C).
APPN
Avoid34
out of 100
Grade: F
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16621.4%
Fair Value
$0.14
Current Price
$23.94
$23.80 premium
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 21.7% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 1.7%
Premium valuation, high expectations priced in
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : APPN
The strongest argument for APPN centers on Revenue Growth. Profitability is solid with margins at 17.0% and operating margin at 1.7%. Revenue growth of 21.7% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : APPN
The primary concerns for APPN are EPS Growth, Market Cap, Operating Margin. A P/E of 1216.5x leaves little room for execution misses.
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.
Key Dynamics to Monitor
APPN profiles as a growth stock while PANW is a value play — different risk/reward profiles.
APPN carries more volatility with a beta of 1.00 — expect wider price swings.
APPN is growing revenue faster at 21.7% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (58/100 vs 34/100) and 14.9% revenue growth. 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.
Appian Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Appian Corporation provides a low-code automation platform in the United States and internationally. The company is headquartered in McLean, Virginia.
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.
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