Palo Alto Networks Inc (PANW)vsPublic Storage (PSA)
PANW
Palo Alto Networks Inc
$153.22
+2.05%
TECHNOLOGY · Cap: $128.28B
PSA
Public Storage
$267.63
-0.12%
REAL ESTATE · Cap: $47.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 105% more annual revenue ($9.89B vs $4.83B). PSA leads profitability with a 36.9% profit margin vs 13.0%. PANW appears more attractively valued with a PEG of 2.96. PANW earns a higher WallStSmart Score of 58/100 (C).
PANW
Buy58
out of 100
Grade: C
PSA
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.9%
Fair Value
$84.24
Current Price
$153.22
$68.98 premium
Margin of Safety
-380.1%
Fair Value
$61.20
Current Price
$267.63
$206.43 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 37 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Areas to Watch
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
Trading at 9.6x book value
3.3% revenue growth
Expensive relative to growth rate
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 : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin. Profitability is solid with margins at 36.9% and operating margin at 46.2%.
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.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
PSA carries more volatility with a beta of 0.96 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PSA generates stronger free cash flow (634M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PANW scores higher overall (58/100 vs 50/100) 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.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
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