Insight Enterprises Inc (NSIT)vsPalo Alto Networks Inc (PANW)
NSIT
Insight Enterprises Inc
$158.25
+3.62%
TECHNOLOGY · Cap: $5.24B
PANW
Palo Alto Networks Inc
$314.67
-0.26%
TECHNOLOGY · Cap: $299.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 34% more annual revenue ($11.48B vs $8.58B). PANW leads profitability with a 2.7% profit margin vs 2.5%. NSIT appears more attractively valued with a PEG of 1.13. NSIT earns a higher WallStSmart Score of 63/100 (C+).
NSIT
Buy63
out of 100
Grade: C+
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.4%
Fair Value
$51.33
Current Price
$158.25
$106.92 premium
Margin of Safety
+26.6%
Fair Value
$498.68
Current Price
$314.67
$184.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 76.0% YoY
Reasonable price relative to book value
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
Moderate valuation
Distress zone — elevated risk
2.5% margin — thin
Elevated debt levels
Expensive relative to growth rate
Trading at 9.3x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, Price/Book. Revenue growth of 14.7% demonstrates continued momentum. PEG of 1.13 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 34.5% demonstrates continued momentum.
Bear Case : NSIT
The primary concerns for NSIT are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.5% margins leave little buffer for downturns.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 914.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
NSIT profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.
NSIT carries more volatility with a beta of 1.06 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
NSIT scores higher overall (63/100 vs 51/100) and 14.7% revenue growth. PANW offers better value entry with a 26.6% margin of safety. Both earn "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.
Insight Enterprises Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Insight Enterprises, Inc. provides hardware, software, and information technology services solutions in the United States, Canada, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Tempe, 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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