Palo Alto Networks Inc (PANW)vsRapid7 Inc (RPD)
PANW
Palo Alto Networks Inc
$153.22
-2.54%
TECHNOLOGY · Cap: $128.28B
RPD
Rapid7 Inc
$5.60
-1.93%
TECHNOLOGY · Cap: $415.79M
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 1051% more annual revenue ($9.89B vs $859.79M). PANW leads profitability with a 13.0% profit margin vs 2.7%. RPD appears more attractively valued with a PEG of 0.30. RPD earns a higher WallStSmart Score of 66/100 (B-).
PANW
Buy58
out of 100
Grade: C
RPD
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
+56.2%
Fair Value
$16.85
Current Price
$5.60
$11.25 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
Every $100 of equity generates 27 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 39.0% 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
0.5% revenue growth
Smaller company, higher risk/reward
2.7% margin — thin
Operating margin of 1.0%
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 : RPD
The strongest argument for RPD centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.30 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 87.3x leaves little room for execution misses.
Bear Case : RPD
The primary concerns for RPD are Revenue Growth, Market Cap, Profit Margin. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
RPD 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.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RPD scores higher overall (66/100 vs 58/100). 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.
Rapid7 Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Rapid7, Inc. provides cyber security solutions. The company is headquartered in Boston, Massachusetts.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?