Cellebrite DI (CLBT)vsPalo Alto Networks Inc (PANW)
CLBT
Cellebrite DI
$12.28
+3.02%
TECHNOLOGY · Cap: $2.77B
PANW
Palo Alto Networks Inc
$394.49
-3.53%
TECHNOLOGY · Cap: $279.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2132% more annual revenue ($11.48B vs $514.29M). CLBT leads profitability with a 11.4% profit margin vs 2.7%. CLBT trades at a lower P/E of 48.0x. PANW earns a higher WallStSmart Score of 49/100 (D+).
CLBT
Hold38
out of 100
Grade: F
PANW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.7%
Fair Value
$11.03
Current Price
$12.28
$1.25 premium
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
15.8% revenue growth
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 67.9%
Expensive relative to growth rate
Trading at 11.7x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CLBT
The strongest argument for CLBT centers on Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bear Case : CLBT
The primary concerns for CLBT are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 48.0x 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 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLBT profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
CLBT carries more volatility with a beta of 1.13 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PANW scores higher overall (49/100 vs 38/100) and 34.5% revenue growth. Both earn "Hold" 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.
Cellebrite DI
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Cellebrite DI Ltd. provides digital intelligence solutions for the public and private sectors globally. The company is headquartered in Petah Tikva, Israel.
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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