Cellebrite DI (CLBT)vsPalo Alto Networks Inc (PANW)
CLBT
Cellebrite DI
$14.16
-0.35%
TECHNOLOGY · Cap: $3.54B
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 1980% more annual revenue ($9.89B vs $475.68M). CLBT leads profitability with a 16.5% profit margin vs 13.0%. CLBT trades at a lower P/E of 45.8x. PANW earns a higher WallStSmart Score of 58/100 (C).
CLBT
Hold48
out of 100
Grade: D+
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-375.3%
Fair Value
$3.00
Current Price
$14.16
$11.16 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
18.1% revenue growth
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
1.8% earnings growth
Distress zone — elevated risk
Weak financial health signals
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 : CLBT
The strongest argument for CLBT centers on Revenue Growth. Profitability is solid with margins at 16.5% and operating margin at 16.2%. Revenue growth of 18.1% 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 : CLBT
The primary concerns for CLBT are EPS Growth, Altman Z-Score, Piotroski F-Score. A P/E of 45.8x 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
CLBT profiles as a growth stock while PANW is a value play — different risk/reward profiles.
CLBT carries more volatility with a beta of 1.33 — expect wider price swings.
CLBT is growing revenue faster at 18.1% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (58/100 vs 48/100) and 14.9% 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.
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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