Palo Alto Networks Inc (PANW)vsRimini Street Inc (RMNI)
PANW
Palo Alto Networks Inc
$394.49
-3.53%
TECHNOLOGY · Cap: $279.76B
RMNI
Rimini Street Inc
$4.03
+0.37%
TECHNOLOGY · Cap: $374.36M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2571% more annual revenue ($11.48B vs $429.77M). PANW leads profitability with a 2.7% profit margin vs 1.7%. RMNI appears more attractively valued with a PEG of 0.88. PANW earns a higher WallStSmart Score of 49/100 (D+).
PANW
Hold49
out of 100
Grade: D+
RMNI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.7%
Fair Value
$498.95
Current Price
$394.49
$104.46 discount
Intrinsic value data unavailable for RMNI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 34.5% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Generating 1.3B in free cash flow
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 11.7x book value
ROE of 1.1% — below average capital efficiency
2.7% margin — thin
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : RMNI
The strongest argument for RMNI centers on Debt/Equity, PEG Ratio. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bear Case : PANW
The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 855.0x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : RMNI
The primary concerns for RMNI are Market Cap, Return on Equity, Profit Margin. A P/E of 57.3x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while RMNI is a value play — different risk/reward profiles.
RMNI carries more volatility with a beta of 1.31 — expect wider price swings.
PANW is growing revenue faster at 34.5% — sustainability is the question.
PANW generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PANW scores higher overall (49/100 vs 48/100) and 34.5% revenue growth. Both earn "Hold" 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.
Rimini Street Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Rimini Street, Inc. provides business software products, services and support for various industries. The company is headquartered in Las Vegas, Nevada.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?