Flywire Corp (FLYW)vsPalo Alto Networks Inc (PANW)
FLYW
Flywire Corp
$18.93
+0.48%
TECHNOLOGY · Cap: $2.28B
PANW
Palo Alto Networks Inc
$394.49
-3.53%
TECHNOLOGY · Cap: $279.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1509% more annual revenue ($11.48B vs $713.54M). FLYW leads profitability with a 4.8% profit margin vs 2.7%. FLYW trades at a lower P/E of 71.0x. PANW earns a higher WallStSmart Score of 49/100 (D+).
FLYW
Hold39
out of 100
Grade: F
PANW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.3%
Fair Value
$35.10
Current Price
$18.93
$16.17 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
Reasonable price relative to book value
Revenue surging 27.2% year-over-year
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
Distress zone — elevated risk
ROE of 0.0% — below average capital efficiency
4.8% margin — thin
Premium valuation, high expectations priced in
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 : FLYW
The strongest argument for FLYW centers on Price/Book, Revenue Growth. Revenue growth of 27.2% demonstrates continued momentum.
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 : FLYW
The primary concerns for FLYW are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 71.0x leaves little room for execution misses. Thin 4.8% 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
FLYW profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
FLYW carries more volatility with a beta of 1.35 — 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
PANW scores higher overall (49/100 vs 39/100) and 34.5% revenue growth. FLYW offers better value entry with a 68.3% 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.
Flywire Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Flywire Corporation is a payments enablement and software company in the United States and internationally. The company is headquartered in Boston, Massachusetts.
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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