Godaddy Inc (GDDY)vsPalo Alto Networks Inc (PANW)
GDDY
Godaddy Inc
$81.58
+1.58%
TECHNOLOGY · Cap: $10.85B
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 100% more annual revenue ($9.89B vs $4.95B). GDDY leads profitability with a 17.7% profit margin vs 13.0%. GDDY appears more attractively valued with a PEG of 0.68. GDDY earns a higher WallStSmart Score of 74/100 (B).
GDDY
Strong Buy74
out of 100
Grade: B
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.8%
Fair Value
$291.10
Current Price
$81.58
$209.52 discount
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
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 25.1%
Earnings expanding 31.7% YoY
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
ROE of 1.9% — below average capital efficiency
Trading at 51.0x book value
Distress zone — elevated risk
Elevated debt levels
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 : GDDY
The strongest argument for GDDY centers on PEG Ratio, P/E Ratio, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 25.1%. PEG of 0.68 suggests the stock is reasonably priced for its growth.
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 : GDDY
The primary concerns for GDDY are Return on Equity, Price/Book, Altman Z-Score. Debt-to-equity of 42.17 is elevated, increasing financial risk.
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
GDDY profiles as a mature stock while PANW is a value play — different risk/reward profiles.
GDDY carries more volatility with a beta of 0.98 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
GDDY scores higher overall (74/100 vs 58/100), backed by strong 17.7% margins. 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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