Amdocs Ltd (DOX)vsPalo Alto Networks Inc (PANW)
DOX
Amdocs Ltd
$65.41
+2.70%
TECHNOLOGY · Cap: $7.06B
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 116% more annual revenue ($9.89B vs $4.58B). PANW leads profitability with a 13.0% profit margin vs 12.5%. DOX appears more attractively valued with a PEG of 0.96. DOX earns a higher WallStSmart Score of 65/100 (B-).
DOX
Strong Buy65
out of 100
Grade: B-
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.1%
Fair Value
$109.60
Current Price
$65.41
$44.19 discount
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
4.1% revenue growth
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 : DOX
The strongest argument for DOX centers on Altman Z-Score, Debt/Equity, PEG Ratio. PEG of 0.96 suggests the stock is reasonably priced for its growth.
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 : DOX
The primary concerns for DOX are Revenue Growth.
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.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DOX scores higher overall (65/100 vs 58/100). 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.
Amdocs Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Amdocs Limited provides software and services to the world's communications, cable and satellite, entertainment and media industry service providers. The company is headquartered in Chesterfield, Missouri.
Visit Website →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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