Palo Alto Networks Inc (PANW)vsParsons Corp (PSN)
PANW
Palo Alto Networks Inc
$371.76
+0.76%
TECHNOLOGY · Cap: $270.47B
PSN
Parsons Corp
$44.09
-2.74%
TECHNOLOGY · Cap: $4.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 82% more annual revenue ($11.48B vs $6.29B). PANW leads profitability with a 2.7% profit margin vs 2.5%. PSN trades at a lower P/E of 31.3x. PANW earns a higher WallStSmart Score of 51/100 (C-).
PANW
Buy51
out of 100
Grade: C-
PSN
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.4%
Fair Value
$500.75
Current Price
$371.76
$128.99 discount
Margin of Safety
-29.6%
Fair Value
$46.47
Current Price
$44.09
$2.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.4% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 11.0x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 2.2%
Revenue declined 0.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.4% demonstrates continued momentum.
Bull Case : PSN
The strongest argument for PSN centers on Price/Book.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 295.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : PSN
The primary concerns for PSN are P/E Ratio, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while PSN is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.91 — expect wider price swings.
PANW is growing revenue faster at 34.4% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PANW scores higher overall (51/100 vs 41/100) and 34.4% revenue growth. Both earn "Buy" and "Hold" 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.
Parsons Corp
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Parsons Corporation provides technology-based solutions in defense, intelligence, and critical infrastructure markets in North America, the Middle East, and internationally. The company is headquartered in Centreville, Virginia.
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