Palo Alto Networks Inc (PANW)vsSynnex Corporation (SNX)
PANW
Palo Alto Networks Inc
$179.32
-1.22%
TECHNOLOGY · Cap: $145.43B
SNX
Synnex Corporation
$224.04
+0.31%
TECHNOLOGY · Cap: $18.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 558% more annual revenue ($65.14B vs $9.89B). PANW leads profitability with a 13.0% profit margin vs 1.5%. SNX appears more attractively valued with a PEG of 1.27. SNX earns a higher WallStSmart Score of 66/100 (B-).
PANW
Buy56
out of 100
Grade: C
SNX
Strong Buy66
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
+79.0%
Fair Value
$809.04
Current Price
$224.04
$585.00 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 104.4% YoY
Reasonable price relative to book value
18.1% revenue growth
Areas to Watch
Trading at 13.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.5% margin — thin
Operating margin of 2.9%
Negative free cash flow — burning cash
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 : SNX
The strongest argument for SNX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 18.1% demonstrates continued momentum. PEG of 1.27 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 : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. Thin 1.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
PANW profiles as a value stock while SNX is a growth play — different risk/reward profiles.
SNX carries more volatility with a beta of 1.23 — expect wider price swings.
SNX is growing revenue faster at 18.1% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
SNX scores higher overall (66/100 vs 56/100) and 18.1% 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.
Synnex Corporation
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
SYNNEX Corporation provides business process services in the United States and internationally. The company is headquartered in Fremont, California.
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