Five9 Inc (FIVN)vsPalo Alto Networks Inc (PANW)
FIVN
Five9 Inc
$37.63
+1.35%
TECHNOLOGY · Cap: $2.41B
PANW
Palo Alto Networks Inc
$394.49
-1.79%
TECHNOLOGY · Cap: $279.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 854% more annual revenue ($11.48B vs $1.20B). FIVN leads profitability with a 4.9% profit margin vs 2.7%. FIVN appears more attractively valued with a PEG of 0.28. FIVN earns a higher WallStSmart Score of 57/100 (C).
FIVN
Buy57
out of 100
Grade: C
PANW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.6%
Fair Value
$107.75
Current Price
$37.63
$70.12 discount
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 300.0% YoY
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Areas to Watch
ROE of 7.7% — below average capital efficiency
4.9% margin — thin
Operating margin of 3.3%
Elevated debt levels
Expensive relative to growth rate
Trading at 11.7x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : FIVN
The strongest argument for FIVN centers on PEG Ratio, EPS Growth. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.28 suggests the stock is reasonably priced for its growth.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bear Case : FIVN
The primary concerns for FIVN are Return on Equity, Profit Margin, Operating Margin. A P/E of 46.7x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
FIVN profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.
FIVN carries more volatility with a beta of 1.54 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
FIVN scores higher overall (57/100 vs 49/100) and 10.3% revenue growth. PANW offers better value entry with a 21.7% margin of safety. 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.
Five9 Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Five9, Inc. provides cloud software for contact centers in the United States and internationally. The company is headquartered in San Ramon, 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.
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