Palo Alto Networks Inc (PANW)vsRoper Technologies Inc (ROP)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
ROP
Roper Technologies Inc
$354.81
-0.33%
TECHNOLOGY · Cap: $36.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 22% more annual revenue ($9.89B vs $8.12B). ROP leads profitability with a 21.1% profit margin vs 13.0%. ROP appears more attractively valued with a PEG of 1.45. ROP earns a higher WallStSmart Score of 74/100 (B).
PANW
Buy56
out of 100
Grade: C
ROP
Strong Buy74
out of 100
Grade: B
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
+5.4%
Fair Value
$352.69
Current Price
$354.81
$2.12 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
Earnings expanding 59.2% YoY
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.2%
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Grey zone — moderate 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 : ROP
The strongest argument for ROP centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 21.1% and operating margin at 27.2%. Revenue growth of 11.3% demonstrates continued momentum.
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 : ROP
The primary concerns for ROP are Altman Z-Score.
Key Dynamics to Monitor
PANW profiles as a value stock while ROP is a mature play — different risk/reward profiles.
ROP carries more volatility with a beta of 0.89 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
ROP generates stronger free cash flow (578M), providing more financial flexibility.
Bottom Line
ROP scores higher overall (74/100 vs 56/100), backed by strong 21.1% margins and 11.3% revenue growth. PANW offers better value entry with a 60.8% margin of safety. 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.
Roper Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Roper Technologies, Inc. (formerly Roper Industries, Inc.) is an American diversified industrial company that produces engineered products for global niche markets. The company is headquartered in Sarasota, Florida.
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