WallStSmart

Optical Cable Corporation (OCC)vsPalo Alto Networks Inc (PANW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Palo Alto Networks Inc generates 13319% more annual revenue ($9.89B vs $73.73M). PANW leads profitability with a 13.0% profit margin vs -1.0%. PANW earns a higher WallStSmart Score of 56/100 (C).

OCC

Avoid

24

out of 100

Grade: F

Growth: 4.0Profit: 2.5Value: 6.7Quality: 5.0

PANW

Buy

56

out of 100

Grade: C

Growth: 8.0Profit: 7.0Value: 4.7Quality: 5.0
Piotroski: 1/9Altman Z: 1.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OCCUndervalued (+84.9%)

Margin of Safety

+84.9%

Fair Value

$38.65

Current Price

$10.30

$28.35 discount

UndervaluedFair: $38.65Overvalued
PANWUndervalued (+60.8%)

Margin of Safety

+60.8%

Fair Value

$457.02

Current Price

$179.32

$277.70 discount

UndervaluedFair: $457.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OCC0 strengths · Avg: 0/10

No standout strengths identified

PANW3 strengths · Avg: 9.7/10
EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Market CapQuality
$145.43B9/10

Large-cap with strong market position

Areas to Watch

OCC4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$93.95M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-3.9%2/10

ROE of -3.9% — below average capital efficiency

PANW4 concerns · Avg: 2.8/10
Price/BookValuation
13.4x4/10

Trading at 13.4x book value

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
3.052/10

Expensive relative to growth rate

P/E RatioValuation
100.2x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : OCC

OCC has a balanced fundamental profile.

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 : OCC

The primary concerns for OCC are Revenue Growth, EPS Growth, Market Cap.

Bear Case : PANW

The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 100.2x leaves little room for execution misses.

Key Dynamics to Monitor

OCC profiles as a turnaround stock while PANW is a value play — different risk/reward profiles.

PANW carries more volatility with a beta of 0.77 — 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

PANW scores higher overall (56/100 vs 24/100) and 14.9% revenue growth. OCC offers better value entry with a 84.9% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Optical Cable Corporation

TECHNOLOGY · COMMUNICATION EQUIPMENT · USA

Optical Cable Corporation manufactures and sells fiber optic and copper data communications cabling and connectivity solutions primarily for the enterprise market in the United States and internationally. The company is headquartered in Roanoke, Virginia.

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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