WallStSmart

Godaddy Inc (GDDY)vsPalo Alto Networks Inc (PANW)

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Smart Verdict

WallStSmart Research — data-driven comparison

Palo Alto Networks Inc generates 125% more annual revenue ($11.48B vs $5.10B). GDDY leads profitability with a 17.8% profit margin vs 2.7%. GDDY appears more attractively valued with a PEG of 0.68. GDDY earns a higher WallStSmart Score of 72/100 (B).

GDDY

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 7.3Quality: 3.0
Piotroski: 4/9Altman Z: 0.46

PANW

Buy

51

out of 100

Grade: C-

Growth: 9.3Profit: 4.5Value: 5.3Quality: 4.8
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GDDYUndervalued (+6.8%)

Margin of Safety

+6.8%

Fair Value

$97.35

Current Price

$98.07

$0.72 discount

UndervaluedFair: $97.35Overvalued
PANWUndervalued (+34.1%)

Margin of Safety

+34.1%

Fair Value

$501.81

Current Price

$330.65

$171.16 discount

UndervaluedFair: $501.81Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GDDY5 strengths · Avg: 8.4/10
Return on EquityProfitability
366.7%10/10

Every $100 of equity generates 367 in profit

PEG RatioValuation
0.688/10

Growing faster than its price suggests

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Operating MarginProfitability
27.1%8/10

Strong operational efficiency at 27.1%

EPS GrowthGrowth
29.8%8/10

Earnings expanding 29.8% YoY

PANW4 strengths · Avg: 10.0/10
Market CapQuality
$270.47B10/10

Mega-cap, among the largest globally

Revenue GrowthGrowth
34.4%10/10

Revenue surging 34.4% year-over-year

EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Areas to Watch

GDDY3 concerns · Avg: 1.7/10
Price/BookValuation
1961.4x2/10

Trading at 1961.4x book value

Altman Z-ScoreHealth
0.462/10

Distress zone — elevated risk

Debt/EquityHealth
573.341/10

Elevated debt levels

PANW4 concerns · Avg: 3.5/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

Price/BookValuation
9.8x4/10

Trading at 9.8x book value

Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : GDDY

The strongest argument for GDDY centers on Return on Equity, PEG Ratio, P/E Ratio. Profitability is solid with margins at 17.8% and operating margin at 27.1%. PEG of 0.68 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 34.4% demonstrates continued momentum.

Bear Case : GDDY

The primary concerns for GDDY are Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 573.34 is elevated, increasing financial risk.

Bear Case : PANW

The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

GDDY profiles as a mature stock while PANW is a hypergrowth play — different risk/reward profiles.

GDDY carries more volatility with a beta of 0.94 — expect wider price swings.

PANW is growing revenue faster at 34.4% — sustainability is the question.

PANW generates stronger free cash flow (788M), providing more financial flexibility.

Bottom Line

GDDY scores higher overall (72/100 vs 51/100), backed by strong 17.8% margins. PANW offers better value entry with a 34.1% margin of safety. 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.

Godaddy Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

GoDaddy Inc. is dedicated to the design and development of cloud-based technology products in the United States and internationally. The company is headquartered in Scottsdale, Arizona.

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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