Palo Alto Networks Inc (PANW)vsRackspace Technology Inc (RXT)
PANW
Palo Alto Networks Inc
$314.15
+3.67%
TECHNOLOGY · Cap: $273.25B
RXT
Rackspace Technology Inc
$3.78
-0.79%
TECHNOLOGY · Cap: $1.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 293% more annual revenue ($10.61B vs $2.70B). PANW leads profitability with a 8.0% profit margin vs -5.4%. PANW appears more attractively valued with a PEG of 3.79. PANW earns a higher WallStSmart Score of 47/100 (D+).
PANW
Hold47
out of 100
Grade: D+
RXT
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$314.15
$153.37 discount
Intrinsic value data unavailable for RXT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Areas to Watch
Trading at 9.2x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
1.9% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bull Case : RXT
The strongest argument for RXT centers on Debt/Equity.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x leaves little room for execution misses.
Bear Case : RXT
The primary concerns for RXT are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
PANW profiles as a hypergrowth stock while RXT is a turnaround play — different risk/reward profiles.
RXT carries more volatility with a beta of 3.00 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
PANW scores higher overall (47/100 vs 41/100) and 31.1% 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.
Rackspace Technology Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Rackspace Technology, Inc. is a global multi-cloud technology services company. The company is headquartered in San Antonio, Texas.
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