Insight Enterprises Inc (NSIT)vsPalo Alto Networks Inc (PANW)
NSIT
Insight Enterprises Inc
$165.37
+6.09%
TECHNOLOGY · Cap: $4.58B
PANW
Palo Alto Networks Inc
$330.65
+13.09%
TECHNOLOGY · Cap: $270.47B
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 1.00. NSIT earns a higher WallStSmart Score of 68/100 (B-).
NSIT
Strong Buy68
out of 100
Grade: B-
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-83.0%
Fair Value
$49.19
Current Price
$165.37
$116.18 premium
Margin of Safety
+34.1%
Fair Value
$501.81
Current Price
$330.65
$171.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 76.0% YoY
Growing faster than its price suggests
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
2.5% margin — thin
Elevated debt levels
Expensive relative to growth rate
Trading at 9.8x 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, PEG Ratio. Revenue growth of 14.7% demonstrates continued momentum. PEG of 1.00 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 34.4% demonstrates continued momentum.
Bear Case : NSIT
The primary concerns for NSIT are Altman Z-Score, Profit Margin, Debt/Equity. 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 295.2x 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 1.10 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
NSIT scores higher overall (68/100 vs 51/100) and 14.7% revenue growth. PANW offers better value entry with a 34.1% 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.
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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