Dropbox Inc (DBX)vsPalo Alto Networks Inc (PANW)
DBX
Dropbox Inc
$27.52
+1.18%
TECHNOLOGY · Cap: $6.32B
PANW
Palo Alto Networks Inc
$272.05
+1.58%
TECHNOLOGY · Cap: $231.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 320% more annual revenue ($10.61B vs $2.53B). DBX leads profitability with a 18.7% profit margin vs 8.0%. PANW appears more attractively valued with a PEG of 4.56. DBX earns a higher WallStSmart Score of 50/100 (D+).
DBX
Hold50
out of 100
Grade: D+
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.9%
Fair Value
$28.36
Current Price
$27.52
$0.84 discount
Margin of Safety
+38.8%
Fair Value
$470.35
Current Price
$272.05
$198.30 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 27.5%
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
0.8% revenue growth
Expensive relative to growth rate
Earnings declined 5.9%
Distress zone — elevated risk
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DBX
The strongest argument for DBX centers on Debt/Equity, P/E Ratio, Operating Margin. Profitability is solid with margins at 18.7% and operating margin at 27.5%.
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 : DBX
The primary concerns for DBX are Revenue Growth, PEG Ratio, EPS Growth.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 247.4x leaves little room for execution misses.
Key Dynamics to Monitor
DBX profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.94 — 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
DBX scores higher overall (50/100 vs 47/100), backed by strong 18.7% margins. PANW offers better value entry with a 38.8% margin of safety. 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.
Dropbox Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Dropbox, Inc. provides a worldwide collaboration platform. The company is headquartered in San Francisco, California.
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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?