Corpay Inc (CPAY)vsPalo Alto Networks Inc (PANW)
CPAY
Corpay Inc
$291.83
-0.68%
TECHNOLOGY · Cap: $20.56B
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 118% more annual revenue ($9.89B vs $4.53B). CPAY leads profitability with a 23.6% profit margin vs 13.0%. CPAY appears more attractively valued with a PEG of 0.74. CPAY earns a higher WallStSmart Score of 74/100 (B).
CPAY
Strong Buy74
out of 100
Grade: B
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.7%
Fair Value
$318.85
Current Price
$291.83
$27.02 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
Strong operational efficiency at 57.1%
Every $100 of equity generates 29 in profit
Keeps 24 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 20.7% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Weak financial health signals
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 : CPAY
The strongest argument for CPAY centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 23.6% and operating margin at 57.1%. Revenue growth of 20.7% 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 : CPAY
The primary concerns for CPAY are Piotroski F-Score.
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
CPAY profiles as a growth stock while PANW is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.82 — expect wider price swings.
CPAY is growing revenue faster at 20.7% — sustainability is the question.
CPAY generates stronger free cash flow (760M), providing more financial flexibility.
Bottom Line
CPAY scores higher overall (74/100 vs 58/100), backed by strong 23.6% margins and 20.7% revenue growth. Both earn "Strong 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.
Corpay Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Corpay Inc is a prominent provider of integrated payment solutions designed to streamline corporate payables and receivables for businesses across diverse sectors. Utilizing advanced technology and data-driven insights, Corpay empowers clients to enhance cash flow and operational efficiency through optimized payment processes. With a comprehensive suite of financial services and a commitment to customer service and regulatory compliance, Corpay serves as an essential partner for organizations seeking to successfully navigate the complexities of global commerce. Its innovative approach to payment automation positions the company as a key player in the evolving landscape of financial technology.
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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