Palo Alto Networks Inc (PANW)vsPAR Technology Corporation (PAR)
PANW
Palo Alto Networks Inc
$272.05
+1.76%
TECHNOLOGY · Cap: $241.01B
PAR
PAR Technology Corporation
$13.46
-7.24%
TECHNOLOGY · Cap: $636.84M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1980% more annual revenue ($9.89B vs $475.66M). PANW leads profitability with a 13.0% profit margin vs -16.0%. PAR appears more attractively valued with a PEG of 0.77. PANW earns a higher WallStSmart Score of 57/100 (C).
PANW
Buy57
out of 100
Grade: C
PAR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$441.96
Current Price
$272.05
$169.91 discount
Margin of Safety
-34.0%
Fair Value
$16.18
Current Price
$13.46
$2.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Growing faster than its price suggests
19.4% revenue growth
Areas to Watch
ROE of 3.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -9.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : PAR
The strongest argument for PAR centers on Price/Book, PEG Ratio, Revenue Growth. Revenue growth of 19.4% demonstrates continued momentum. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 256.2x leaves little room for execution misses.
Bear Case : PAR
The primary concerns for PAR are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
PANW profiles as a value stock while PAR is a growth play — different risk/reward profiles.
PAR carries more volatility with a beta of 1.31 — expect wider price swings.
PAR is growing revenue faster at 19.4% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (57/100 vs 52/100) and 14.9% 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.
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.
PAR Technology Corporation
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PAR Technology Corporation provides point of sale (POS) solutions to the restaurant and retail industries globally. The company is headquartered in New Hartford, New York.
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