NetScout Systems Inc (NTCT)vsPalo Alto Networks Inc (PANW)
NTCT
NetScout Systems Inc
$32.30
+0.87%
TECHNOLOGY · Cap: $2.33B
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1048% more annual revenue ($9.89B vs $861.43M). PANW leads profitability with a 13.0% profit margin vs 11.1%. NTCT appears more attractively valued with a PEG of 1.64. NTCT earns a higher WallStSmart Score of 59/100 (C).
NTCT
Buy59
out of 100
Grade: C
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.0%
Fair Value
$34.37
Current Price
$32.30
$2.07 discount
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 25.7%
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
ROE of 6.1% — below average capital efficiency
Revenue declined 50.0%
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : NTCT
The strongest argument for NTCT centers on Price/Book, Operating Margin.
Bull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : NTCT
The primary concerns for NTCT are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 87.3x leaves little room for execution misses.
Key Dynamics to Monitor
NTCT profiles as a declining stock while PANW is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.82 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
NTCT scores higher overall (59/100 vs 58/100). 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.
NetScout Systems Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
NetScout Systems, Inc. provides service security and cybersecurity solutions to protect digital business services from disruption in the United States, Europe, Asia Pacific, and internationally. The company is headquartered in Westford, Massachusetts.
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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?