Backblaze Inc (BLZE)vsPalo Alto Networks Inc (PANW)
BLZE
Backblaze Inc
$19.34
+3.37%
TECHNOLOGY · Cap: $1.12B
PANW
Palo Alto Networks Inc
$383.80
+0.84%
TECHNOLOGY · Cap: $298.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 6686% more annual revenue ($10.61B vs $156.30M). PANW leads profitability with a 8.0% profit margin vs -13.1%. PANW earns a higher WallStSmart Score of 47/100 (D+).
BLZE
Avoid24
out of 100
Grade: F
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BLZE.
Margin of Safety
+17.8%
Fair Value
$466.77
Current Price
$383.80
$82.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
17.7% revenue growth
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 13.5x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -26.5% — below average capital efficiency
Trading at 11.3x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BLZE
The strongest argument for BLZE centers on Revenue Growth. Revenue growth of 17.7% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bear Case : BLZE
The primary concerns for BLZE are Price/Book, EPS Growth, Market Cap.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 318.6x leaves little room for execution misses.
Key Dynamics to Monitor
BLZE profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
BLZE carries more volatility with a beta of 1.57 — 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
PANW scores higher overall (47/100 vs 24/100) and 31.1% revenue growth. Both earn "Hold" 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.
Backblaze Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Backblaze, Inc., a cloud storage platform, provides businesses and consumers with solutions to store, use, and protect data globally. The company is headquartered in San Mateo, California.
Visit Website →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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