Ooma Inc (OOMA)vsPalo Alto Networks Inc (PANW)
OOMA
Ooma Inc
$22.77
+0.44%
TECHNOLOGY · Cap: $619.01M
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 3644% more annual revenue ($11.48B vs $306.59M). OOMA leads profitability with a 3.6% profit margin vs 2.7%. PANW appears more attractively valued with a PEG of 1.73. OOMA earns a higher WallStSmart Score of 53/100 (C-).
OOMA
Buy53
out of 100
Grade: C-
PANW
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.8%
Fair Value
$16.65
Current Price
$22.77
$6.12 discount
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 150.0% YoY
Revenue surging 25.4% year-over-year
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
Expensive relative to growth rate
Smaller company, higher risk/reward
3.6% margin — thin
Operating margin of 4.8%
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 : OOMA
The strongest argument for OOMA centers on EPS Growth, Revenue Growth. Revenue growth of 25.4% 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 : OOMA
The primary concerns for OOMA are PEG Ratio, Market Cap, Profit Margin. A P/E of 56.3x leaves little room for execution misses. Thin 3.6% 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
OOMA profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
OOMA carries more volatility with a beta of 1.20 — 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
OOMA scores higher overall (53/100 vs 51/100) and 25.4% revenue growth. PANW offers better value entry with a 34.1% margin of safety. 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.
Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.
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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