MaxLinear Inc (MXL)vsPalo Alto Networks Inc (PANW)
MXL
MaxLinear Inc
$57.25
-2.87%
TECHNOLOGY · Cap: $7.71B
PANW
Palo Alto Networks Inc
$319.00
-1.52%
TECHNOLOGY · Cap: $273.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1984% more annual revenue ($10.61B vs $508.90M). PANW leads profitability with a 8.0% profit margin vs -26.0%. MXL appears more attractively valued with a PEG of 0.39. PANW earns a higher WallStSmart Score of 47/100 (D+).
MXL
Hold38
out of 100
Grade: F
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MXL.
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$319.00
$148.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 43.0% year-over-year
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 11.3x book value
ROE of -29.1% — below average capital efficiency
Earnings declined 71.4%
Negative free cash flow — burning cash
Trading at 9.4x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MXL
The strongest argument for MXL centers on PEG Ratio, Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum. PEG of 0.39 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 31.1% demonstrates continued momentum.
Bear Case : MXL
The primary concerns for MXL are Price/Book, Return on Equity, EPS Growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x leaves little room for execution misses.
Key Dynamics to Monitor
MXL carries more volatility with a beta of 3.93 — expect wider price swings.
MXL is growing revenue faster at 43.0% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (47/100 vs 38/100) and 31.1% revenue growth. Both earn "Hold" 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.
MaxLinear Inc
TECHNOLOGY · SEMICONDUCTORS · USA
MaxLinear, Inc. provides high-performance analog, radio frequency (RF) and mixed signal communications-on-chip (SoC) solutions for the connected home, wired and wireless infrastructure, and multi-market and industrial applications to world level. The company is headquartered in Carlsbad, California.
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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