Palo Alto Networks Inc (PANW)vsQorvo Inc (QRVO)
PANW
Palo Alto Networks Inc
$179.32
+0.98%
TECHNOLOGY · Cap: $145.43B
QRVO
Qorvo Inc
$93.50
-0.76%
TECHNOLOGY · Cap: $8.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 165% more annual revenue ($9.89B vs $3.74B). PANW leads profitability with a 13.0% profit margin vs 9.1%. QRVO appears more attractively valued with a PEG of 0.21. QRVO earns a higher WallStSmart Score of 65/100 (C+).
PANW
Buy56
out of 100
Grade: C
QRVO
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.8%
Fair Value
$457.02
Current Price
$179.32
$277.70 discount
Margin of Safety
+34.4%
Fair Value
$130.73
Current Price
$93.50
$37.23 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
Growing faster than its price suggests
Earnings expanding 307.0% YoY
Reasonable price relative to book value
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : QRVO
The strongest argument for QRVO centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.21 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 100.2x leaves little room for execution misses.
Bear Case : QRVO
The primary concerns for QRVO are Altman Z-Score.
Key Dynamics to Monitor
QRVO carries more volatility with a beta of 1.34 — 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.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
QRVO scores higher overall (65/100 vs 56/100). PANW offers better value entry with a 60.8% margin of safety. 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.
Qorvo Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Qorvo is an American semiconductor company that designs, manufactures, and supplies radio-frequency systems for applications that drive wireless and broadband communications, as well as foundry services.
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