Keysight Technologies Inc (KEYS)vsPalo Alto Networks Inc (PANW)
KEYS
Keysight Technologies Inc
$335.50
-0.18%
TECHNOLOGY · Cap: $56.39B
PANW
Palo Alto Networks Inc
$394.49
-3.53%
TECHNOLOGY · Cap: $279.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 74% more annual revenue ($11.48B vs $6.58B). KEYS leads profitability with a 19.1% profit margin vs 2.7%. KEYS appears more attractively valued with a PEG of 0.70. KEYS earns a higher WallStSmart Score of 74/100 (B).
KEYS
Strong Buy74
out of 100
Grade: B
PANW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.3%
Fair Value
$169.63
Current Price
$335.50
$165.87 premium
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.5% year-over-year
Earnings expanding 109.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 25.7%
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Areas to Watch
Trading at 8.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 11.7x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : KEYS
The strongest argument for KEYS centers on Revenue Growth, EPS Growth, Market Cap. Profitability is solid with margins at 19.1% and operating margin at 25.7%. Revenue growth of 36.5% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bear Case : KEYS
The primary concerns for KEYS are Price/Book, Piotroski F-Score, P/E Ratio. A P/E of 44.8x leaves little room for execution misses.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
KEYS profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
KEYS carries more volatility with a beta of 1.18 — expect wider price swings.
KEYS is growing revenue faster at 36.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
KEYS scores higher overall (74/100 vs 49/100), backed by strong 19.1% margins and 36.5% revenue growth. PANW offers better value entry with a 21.7% margin of safety. Both earn "Strong 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.
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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