Ondas Holdings Inc. (ONDS)vsPalo Alto Networks Inc (PANW)
ONDS
Ondas Holdings Inc.
$7.38
-0.14%
TECHNOLOGY · Cap: $4.17B
PANW
Palo Alto Networks Inc
$363.58
+2.25%
TECHNOLOGY · Cap: $270.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 6494% more annual revenue ($11.48B vs $174.10M). ONDS leads profitability with a 96.3% profit margin vs 2.7%. PANW earns a higher WallStSmart Score of 51/100 (C-).
ONDS
Buy50
out of 100
Grade: C-
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ONDS.
Margin of Safety
+27.4%
Fair Value
$500.75
Current Price
$363.58
$137.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 96 of every $100 in revenue as profit
Revenue surging 1235.0% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Reasonable price relative to book value
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Areas to Watch
0.0% earnings growth
Negative free cash flow — burning cash
Distress zone — elevated risk
Operating margin of -166.3%
Expensive relative to growth rate
Trading at 10.8x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ONDS
The strongest argument for ONDS centers on Profit Margin, Revenue Growth, Debt/Equity. Profitability is solid with margins at 96.3% and operating margin at -166.3%. Revenue growth of 1235.0% demonstrates continued momentum.
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 : ONDS
The primary concerns for ONDS are EPS Growth, Free Cash Flow, Altman Z-Score.
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
ONDS profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
ONDS carries more volatility with a beta of 2.74 — expect wider price swings.
ONDS is growing revenue faster at 1235.0% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PANW scores higher overall (51/100 vs 50/100) and 34.4% revenue growth. 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.
Ondas Holdings Inc.
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ondas Holdings Inc. designs, develops, manufactures, sells, and supports the FullMAX software-defined radio (SDR) platform in the United States and internationally. The company is headquartered in Nantucket, Massachusetts.
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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