Universal Display (OLED)vsPalo Alto Networks Inc (PANW)
OLED
Universal Display
$96.39
+10.68%
TECHNOLOGY · Cap: $4.63B
PANW
Palo Alto Networks Inc
$179.32
+0.98%
TECHNOLOGY · Cap: $145.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1421% more annual revenue ($9.89B vs $650.61M). OLED leads profitability with a 37.2% profit margin vs 13.0%. OLED appears more attractively valued with a PEG of 1.23. OLED earns a higher WallStSmart Score of 72/100 (B).
OLED
Strong Buy72
out of 100
Grade: B
PANW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.0%
Fair Value
$378.01
Current Price
$96.39
$281.62 discount
Margin of Safety
+60.8%
Fair Value
$457.02
Current Price
$179.32
$277.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 45.2% YoY
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Weak financial health signals
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 37.2% and operating margin at 38.5%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
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 : OLED
The primary concerns for OLED are Piotroski F-Score.
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
OLED profiles as a mature stock while PANW is a value play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.65 — 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
OLED scores higher overall (72/100 vs 56/100), backed by strong 37.2% margins. PANW offers better value entry with a 60.8% 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.
Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →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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