OSI Systems Inc (OSIS)vsPalo Alto Networks Inc (PANW)
OSIS
OSI Systems Inc
$204.29
+1.51%
TECHNOLOGY · Cap: $3.15B
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 543% more annual revenue ($11.48B vs $1.79B). OSIS leads profitability with a 8.7% profit margin vs 2.7%. OSIS appears more attractively valued with a PEG of 1.51. OSIS earns a higher WallStSmart Score of 53/100 (C-).
OSIS
Buy53
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 OSIS.
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
No standout strengths identified
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
Elevated debt levels
Weak financial health signals
Revenue declined 4.1%
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 : OSIS
OSIS has a balanced fundamental profile.
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 : OSIS
The primary concerns for OSIS are PEG Ratio, Debt/Equity, Piotroski F-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
OSIS profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.
OSIS 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
OSIS scores higher overall (53/100 vs 51/100). 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.
OSI Systems Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
OSI Systems, Inc. designs, manufactures, and sells electronic components and systems worldwide. The company is headquartered in Hawthorne, 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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