Fidelity National Information Services Inc (FIS)vsPalo Alto Networks Inc (PANW)
FIS
Fidelity National Information Services Inc
$44.26
-1.16%
TECHNOLOGY · Cap: $23.14B
PANW
Palo Alto Networks Inc
$366.34
-1.00%
TECHNOLOGY · Cap: $273.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Fidelity National Information Services Inc generates 8% more annual revenue ($11.44B vs $10.61B). FIS leads profitability with a 23.4% profit margin vs 8.0%. FIS appears more attractively valued with a PEG of 0.25. FIS earns a higher WallStSmart Score of 85/100 (A-).
FIS
Exceptional Buy85
out of 100
Grade: A-
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.5%
Fair Value
$52.25
Current Price
$44.26
$7.99 discount
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$366.34
$101.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 30.1% year-over-year
Earnings expanding 3041.0% YoY
Keeps 23 of every $100 in revenue as profit
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
Elevated debt levels
Distress zone — elevated risk
Trading at 10.8x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FIS
The strongest argument for FIS centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 23.4% and operating margin at 16.4%. Revenue growth of 30.1% demonstrates continued momentum.
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 : FIS
The primary concerns for FIS are Debt/Equity, Altman Z-Score.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x leaves little room for execution misses.
Key Dynamics to Monitor
FIS profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.91 — 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
FIS scores higher overall (85/100 vs 47/100), backed by strong 23.4% margins and 30.1% revenue growth. PANW offers better value entry with a 32.8% margin of safety. Both earn "Exceptional 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.
Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
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 INFORMATION TECHNOLOGY SERVICES Stocks
Want to dig deeper into these stocks?