Palo Alto Networks Inc (PANW)vsQualys Inc (QLYS)
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
QLYS
Qualys Inc
$89.90
-2.59%
TECHNOLOGY · Cap: $3.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1379% more annual revenue ($9.89B vs $669.13M). QLYS leads profitability with a 29.6% profit margin vs 13.0%. PANW appears more attractively valued with a PEG of 2.96. QLYS earns a higher WallStSmart Score of 66/100 (B-).
PANW
Buy58
out of 100
Grade: C
QLYS
Strong Buy66
out of 100
Grade: B-
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
+54.5%
Fair Value
$242.41
Current Price
$89.90
$152.51 discount
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
Every $100 of equity generates 38 in profit
Strong operational efficiency at 33.6%
Keeps 30 of every $100 in revenue as profit
Attractively priced relative to earnings
Earnings expanding 23.6% YoY
Areas to Watch
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
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 : QLYS
The strongest argument for QLYS centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 33.6%. Revenue growth of 10.1% demonstrates continued momentum.
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 : QLYS
The primary concerns for QLYS are Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
PANW profiles as a value stock while QLYS is a mature play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.82 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
QLYS scores higher overall (66/100 vs 58/100), backed by strong 29.6% margins and 10.1% revenue growth. 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.
Qualys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Qualys, Inc. provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally. The company is headquartered in Foster City, California.
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