WallStSmart

Coca-Cola European Partners PLC (CCEP)vsPalo Alto Networks Inc (PANW)

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Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola European Partners PLC generates 111% more annual revenue ($20.90B vs $9.89B). PANW leads profitability with a 13.0% profit margin vs 9.3%. CCEP appears more attractively valued with a PEG of 2.62. CCEP earns a higher WallStSmart Score of 59/100 (C).

CCEP

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 6.5Value: 7.3Quality: 5.5
Piotroski: 3/9Altman Z: 1.55

PANW

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 7.0Value: 2.0Quality: 5.0
Piotroski: 1/9Altman Z: 1.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCEPUndervalued (+57.7%)

Margin of Safety

+57.7%

Fair Value

$230.72

Current Price

$93.23

$137.49 discount

UndervaluedFair: $230.72Overvalued
PANWSignificantly Overvalued (-81.9%)

Margin of Safety

-81.9%

Fair Value

$84.24

Current Price

$153.22

$68.98 premium

UndervaluedFair: $84.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCEP3 strengths · Avg: 9.0/10
EPS GrowthGrowth
68.3%10/10

Earnings expanding 68.3% YoY

Return on EquityProfitability
22.9%9/10

Every $100 of equity generates 23 in profit

Free Cash FlowQuality
$1.51B8/10

Generating 1.5B in free cash flow

PANW3 strengths · Avg: 9.7/10
EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Market CapQuality
$128.28B9/10

Large-cap with strong market position

Areas to Watch

CCEP4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Altman Z-ScoreHealth
1.554/10

Distress zone — elevated risk

Debt/EquityHealth
1.503/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PANW4 concerns · Avg: 2.8/10
Price/BookValuation
11.5x4/10

Trading at 11.5x book value

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
2.962/10

Expensive relative to growth rate

P/E RatioValuation
87.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CCEP

The strongest argument for CCEP centers on EPS Growth, Return on Equity, Free Cash Flow.

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 : CCEP

The primary concerns for CCEP are Revenue Growth, Altman Z-Score, Debt/Equity.

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

PANW carries more volatility with a beta of 0.82 — expect wider price swings.

PANW is growing revenue faster at 14.9% — sustainability is the question.

CCEP generates stronger free cash flow (1.5B), providing more financial flexibility.

Monitor BEVERAGES - NON-ALCOHOLIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CCEP scores higher overall (59/100 vs 58/100). Both earn "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.

Coca-Cola European Partners PLC

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Coca-Cola Europacific Partners PLC produces, distributes and sells a variety of ready-to-drink non-alcoholic beverages. The company is headquartered in Uxbridge, the United Kingdom.

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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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