PagSeguro Digital Ltd (PAGS)vsPalo Alto Networks Inc (PANW)
PAGS
PagSeguro Digital Ltd
$10.23
+2.71%
TECHNOLOGY · Cap: $2.78B
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
Smart Verdict
WallStSmart Research — data-driven comparison
PagSeguro Digital Ltd generates 100% more annual revenue ($19.74B vs $9.89B). PANW leads profitability with a 13.0% profit margin vs 10.7%. PAGS trades at a lower P/E of 7.3x. PAGS earns a higher WallStSmart Score of 59/100 (C).
PAGS
Buy59
out of 100
Grade: C
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.8%
Fair Value
$9.25
Current Price
$10.23
$0.98 premium
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 39.0%
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
4.5% revenue growth
Earnings declined 9.5%
Negative free cash flow — burning cash
Distress zone — elevated risk
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PAGS
The strongest argument for PAGS centers on P/E Ratio, Price/Book, Operating Margin.
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 : PAGS
The primary concerns for PAGS are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 87.3x leaves little room for execution misses.
Key Dynamics to Monitor
PAGS carries more volatility with a beta of 1.44 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAGS scores higher overall (59/100 vs 58/100). 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.
PagSeguro Digital Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PagSeguro Digital Ltd., provides financial technology solutions and services for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally. The company is headquartered in So Paulo, Brazil.
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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