Palo Alto Networks Inc (PANW)vsSensata Technologies Holding NV (ST)
PANW
Palo Alto Networks Inc
$183.68
-0.16%
TECHNOLOGY · Cap: $146.86B
ST
Sensata Technologies Holding NV
$45.75
+6.84%
TECHNOLOGY · Cap: $6.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 165% more annual revenue ($9.89B vs $3.73B). PANW leads profitability with a 13.0% profit margin vs 1.3%. ST appears more attractively valued with a PEG of 0.25. ST earns a higher WallStSmart Score of 59/100 (C).
PANW
Buy56
out of 100
Grade: C
ST
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$454.04
Current Price
$183.68
$270.36 discount
Margin of Safety
+41.6%
Fair Value
$63.72
Current Price
$45.75
$17.97 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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 25.5% YoY
Areas to Watch
Trading at 13.7x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.6% revenue growth
ROE of 1.7% — below average capital efficiency
1.3% margin — thin
Weak financial health signals
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 : ST
The strongest argument for ST centers on PEG Ratio, Debt/Equity, Price/Book. PEG of 0.25 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 101.2x leaves little room for execution misses.
Bear Case : ST
The primary concerns for ST are Revenue Growth, Return on Equity, Profit Margin. A P/E of 127.8x leaves little room for execution misses. Thin 1.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
ST carries more volatility with a beta of 1.13 — 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
ST scores higher overall (59/100 vs 56/100). PANW offers better value entry with a 59.5% margin of safety. Both earn "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.
Sensata Technologies Holding NV
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Sensata Technologies Holding plc, develops, manufactures and sells sensors, sensor-based solutions, controls and other products in America, Europe, Asia and internationally. The company is headquartered in Attleboro, Massachusetts.
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