Godaddy Inc (GDDY)vsPalo Alto Networks Inc (PANW)
GDDY
Godaddy Inc
$84.38
-0.54%
TECHNOLOGY · Cap: $10.09B
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 97% more annual revenue ($9.89B vs $5.02B). GDDY leads profitability with a 17.3% profit margin vs 13.0%. GDDY appears more attractively valued with a PEG of 0.68. GDDY earns a higher WallStSmart Score of 68/100 (B-).
GDDY
Strong Buy68
out of 100
Grade: B-
PANW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.4%
Fair Value
$92.97
Current Price
$84.38
$8.59 discount
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 367 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 24.7%
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 47.1x book value
Distress zone — elevated risk
Elevated debt levels
ROE of 3.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GDDY
The strongest argument for GDDY centers on Return on Equity, PEG Ratio, P/E Ratio. Profitability is solid with margins at 17.3% and operating margin at 24.7%. 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, EPS Growth, Debt/Equity. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : GDDY
The primary concerns for GDDY are Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 16.22 is elevated, increasing financial risk.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 256.2x leaves little room for execution misses.
Key Dynamics to Monitor
GDDY profiles as a mature stock while PANW is a value play — different risk/reward profiles.
GDDY carries more volatility with a beta of 0.89 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
GDDY scores higher overall (68/100 vs 57/100), backed by strong 17.3% margins. PANW offers better value entry with a 39.7% 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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