Palo Alto Networks Inc (PANW)vsUipath Inc (PATH)
PANW
Palo Alto Networks Inc
$314.67
-0.26%
TECHNOLOGY · Cap: $299.44B
PATH
Uipath Inc
$13.00
-0.08%
TECHNOLOGY · Cap: $7.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 567% more annual revenue ($11.48B vs $1.72B). PATH leads profitability with a 21.0% profit margin vs 2.7%. PATH appears more attractively valued with a PEG of 0.44. PATH earns a higher WallStSmart Score of 70/100 (B-).
PANW
Buy51
out of 100
Grade: C-
PATH
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.6%
Fair Value
$498.68
Current Price
$314.67
$184.01 discount
Intrinsic value data unavailable for PATH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Growing faster than its price suggests
Earnings expanding 2281.0% YoY
Conservative balance sheet, low leverage
Keeps 21 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Trading at 9.3x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : PATH
The strongest argument for PATH centers on PEG Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 21.0% and operating margin at 8.9%. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 914.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : PATH
The primary concerns for PATH are Altman Z-Score.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while PATH is a mature play — different risk/reward profiles.
PATH carries more volatility with a beta of 1.01 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PATH scores higher overall (70/100 vs 51/100), backed by strong 21.0% margins and 13.4% revenue growth. PANW offers better value entry with a 26.6% margin of safety. Both earn "Strong 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.
Uipath Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
UiPath Inc. provides an end-to-end automation platform offering a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. The company is headquartered in New York, New York.
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