Keysight Technologies Inc (KEYS)vsPalo Alto Networks Inc (PANW)
KEYS
Keysight Technologies Inc
$329.83
-3.87%
TECHNOLOGY · Cap: $59.17B
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 63% more annual revenue ($9.89B vs $6.09B). KEYS leads profitability with a 17.3% profit margin vs 13.0%. KEYS appears more attractively valued with a PEG of 1.49. KEYS earns a higher WallStSmart Score of 68/100 (B-).
KEYS
Strong Buy68
out of 100
Grade: B-
PANW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for KEYS.
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
Revenue surging 31.5% year-over-year
Large-cap with strong market position
Earnings expanding 35.6% YoY
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 8.9x book value
Weak financial health signals
Premium valuation, high expectations priced in
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 : KEYS
The strongest argument for KEYS centers on Revenue Growth, Market Cap, EPS Growth. Profitability is solid with margins at 17.3% and operating margin at 18.1%. Revenue growth of 31.5% demonstrates continued momentum.
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 : KEYS
The primary concerns for KEYS are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 55.9x leaves little room for execution misses.
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
KEYS profiles as a growth stock while PANW is a value play — different risk/reward profiles.
KEYS carries more volatility with a beta of 1.26 — expect wider price swings.
KEYS is growing revenue faster at 31.5% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
KEYS scores higher overall (68/100 vs 57/100), backed by strong 17.3% margins and 31.5% revenue growth. 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.
Keysight Technologies Inc
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Keysight Technologies, or Keysight, is an American company that manufactures electronics test and measurement equipment and software.
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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