Flywire Corp (FLYW)vsPalo Alto Networks Inc (PANW)
FLYW
Flywire Corp
$12.40
+0.73%
TECHNOLOGY · Cap: $1.51B
PANW
Palo Alto Networks Inc
$153.22
+2.05%
TECHNOLOGY · Cap: $128.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1488% more annual revenue ($9.89B vs $623.02M). PANW leads profitability with a 13.0% profit margin vs 2.2%. PANW trades at a lower P/E of 87.3x. PANW earns a higher WallStSmart Score of 58/100 (C).
FLYW
Hold42
out of 100
Grade: D
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1384.0%
Fair Value
$0.75
Current Price
$12.40
$11.65 premium
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
Revenue surging 34.0% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Smaller company, higher risk/reward
ROE of 1.6% — below average capital efficiency
2.2% margin — thin
Weak financial health signals
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 : FLYW
The strongest argument for FLYW centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.0% demonstrates continued momentum.
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 : FLYW
The primary concerns for FLYW are Market Cap, Return on Equity, Profit Margin. A P/E of 112.7x leaves little room for execution misses. Thin 2.2% margins leave little buffer for downturns.
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
FLYW profiles as a hypergrowth stock while PANW is a value play — different risk/reward profiles.
FLYW carries more volatility with a beta of 1.28 — expect wider price swings.
FLYW is growing revenue faster at 34.0% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (58/100 vs 42/100) and 14.9% revenue growth. 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.
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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