A10 Network (ATEN)vsPalo Alto Networks Inc (PANW)
ATEN
A10 Network
$24.74
+1.44%
TECHNOLOGY · Cap: $1.80B
PANW
Palo Alto Networks Inc
$330.65
+13.09%
TECHNOLOGY · Cap: $270.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 3601% more annual revenue ($11.48B vs $310.17M). ATEN leads profitability with a 13.9% profit margin vs 2.7%. PANW appears more attractively valued with a PEG of 1.73. PANW earns a higher WallStSmart Score of 51/100 (C-).
ATEN
Hold44
out of 100
Grade: D
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.0%
Fair Value
$13.95
Current Price
$24.74
$10.79 premium
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 20 in profit
15.5% revenue growth
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 9.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ATEN
The strongest argument for ATEN centers on Return on Equity, Revenue Growth. Revenue growth of 15.5% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bear Case : ATEN
The primary concerns for ATEN are Altman Z-Score, Market Cap, Piotroski F-Score. A P/E of 42.0x leaves little room for execution misses.
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.
Key Dynamics to Monitor
ATEN profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
ATEN carries more volatility with a beta of 1.12 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (51/100 vs 44/100) and 34.4% 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.
A10 Network
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
A10 Networks, Inc. offers network solutions in the United States, Japan, other Asia Pacific countries, and EMEA. The company is headquartered in San Jose, California.
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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