Palo Alto Networks Inc (PANW)vsPayPay Corporation American Depository Shares (PAYP)
PANW
Palo Alto Networks Inc
$162.95
-4.00%
TECHNOLOGY · Cap: $136.64B
PAYP
PayPay Corporation American Depository Shares
$19.90
-2.69%
TECHNOLOGY · Cap: $13.67B
Smart Verdict
WallStSmart Research — data-driven comparison
PayPay Corporation American Depository Shares generates 3494% more annual revenue ($355.53B vs $9.89B). PAYP leads profitability with a 31.3% profit margin vs 13.0%. PAYP trades at a lower P/E of 19.5x. PAYP earns a higher WallStSmart Score of 58/100 (C).
PANW
Buy58
out of 100
Grade: C
PAYP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-92.4%
Fair Value
$84.71
Current Price
$162.95
$78.24 premium
Margin of Safety
N/A
Fair Value
$49.14
Current Price
$19.90
$29.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Keeps 31 of every $100 in revenue as profit
Generating 332.1B in free cash flow
Strong operational efficiency at 24.8%
Revenue surging 23.9% year-over-year
Earnings expanding 27.3% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 12.2x book value
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : PAYP
The strongest argument for PAYP centers on Profit Margin, Free Cash Flow, Operating Margin. Profitability is solid with margins at 31.3% and operating margin at 24.8%. Revenue growth of 23.9% demonstrates continued momentum.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 92.5x leaves little room for execution misses.
Bear Case : PAYP
The primary concerns for PAYP are Return on Equity.
Key Dynamics to Monitor
PANW profiles as a value stock while PAYP is a growth play — different risk/reward profiles.
PAYP is growing revenue faster at 23.9% — sustainability is the question.
PAYP generates stronger free cash flow (332.1B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (58/100 vs 58/100) 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.
PayPay Corporation American Depository Shares
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PayPay Corporation, a financial technology company, provides a digital finance platform with services that inlclude easy-to-use payments and other financial services in Japan. The company is headquartered in Shinjuku, Japan.
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